Reports and Generic Inquires

We would like to get a version of the AR aged report for Customers who have an invoice outstanding over 90 days (age03), and then we want to show all invoices for that customer.  If they do not have an invoice over 90 days old we don’t want them on the report. I thought that there would have to be a way to filter the report using the AgeTot03 variable (<>0) then print but I am not having any success.Any ideas?

Hey ! I currently face difficulty with filtrering query results  :I often need to restrict the documents visible for user (ie Invoices or P.O.) I use the @me parameter but I also need to keep the abaility for the general accounting users to see all the lines without restriction (They may not be the creator, last modificator or owner). Is the a way to pass the workgroupID of the curent user in parameter  or an other way to escap filtrering with condition of the curent user ?    Thanks for your help. Cécile 

Hi there,We'd like to create some "graphic" dashboards in Acumatica for showing our customer journey and to create a sort of cover page to access each department's Wiki. I know it's capable of doing like the below / attached images - the first was obtained from an online article and the other was created by an intern we had some time ago. Does anyone know how you can design dashboards like this or any resources that could help?Thank you!

Good day,  We have an issue is few our tenants but not all.  When you select the Stock Item under profiles in Inventory module the GI is gone and you go right to add stock item screen.  You can still select an item.  ACM support told our VAR it is bug in 2020R1; and told us to upgrade since they not longer support our version.  Has anyone experience this issue or work around.  (Not happy with ACM Support’s response).  If it is bug then they should have a fix?Your advice and assistance is solving this issue.Thank youEvan

I need to do a report where amounts are posted in different sections and columns based on wether they are Debit or credit For instance in a Balance Sheet :Bank accounts are posted under the Assets or Liabilities sectionand amount in a Credit or Debit columnThis is something that can be done in the report designer, but is there any way with the ARM?Many thanks Christine

Looking for a report that I can run for auditors that would show my total inventory purchases by vendor. Ideally this would be the landed cost of that inventory item regardless if the freight was paid to a 3rd party or not. Know of any reports that would achieve this?

Is it possible to create a report where one of the parameters (?) or options is the user can select how they want the report sorted?Example: I have a Sales Order based report, some of my users want to see the report sorted by Sales Order # and some of my users want to see the report sorted by Ship On date...

I am making a Sales Order based Report. I want my users to select a Customer ID and then a customer Ship To Location. I want the Customer Ship To Locations to only be for the Customer ID. Right now I can’t even get the Customer Locations to pull up...How do I make this happen in a report?I’m including a screen shot of the parameter screen and the relationship tab from the build schema part of the report. Please note, I’m a novice, so any help would be appreciated.   

Is there a way to change the default so I can manage the report designer from within the website instead of downloading into RPS file?

Hi, I’ll start this off by saying that I am new to the reports designer and I am having trouble figuring out where to start. We ship internationally fairly often and have been using the EasyPost integration in Acumatica for all of our shipments.  The integration will generate the Commercial Invoice from the carrier but it usually has incorrect values for items if they are a kit (it lists all the parts in the BOM of the kit with incorrect pricing instead of just listing the kit SKU).  As a result I am forced to download and correct almost all of the commercial invoices that are generated, which is a waste of time. I would like to be able to create 2 custom reports, one that is a customs invoice, and one that is an SLI (shippers letter of intent).  I would need to display “Tariff Code”, item weight and possibly a couple of other attributes from the item.  I don’t see where I can add item attributes to the report, can anyone point me in the right direction?

There is field for Contact Email in SO641010. The expression for it is:=IIF([EmContact.EMail] = null, [EmContact.DisplayName], [EmContact.DisplayName] + ',' + [EmContact.EMail]) When I choose a Contact for my Sales Order, I can’t get this field to populate (the rest of the contact fields populate correctly). I tried giving the contact an email address, I tried setting the Account Email on the Customer, etc. But I can’t get it to populate. Any thoughts?

HI, I am trying to get the employee’s email from a PO in Report Designer. If I try & do a join from the PO to the EPEmployee table & then from the EPEmployee table to the contact table (like the employee PL, EP2030PL)  I get a message that the EPEmployee.DefContactID cannot be bound. I have tried doing a join from POOrder to Contact using the EmployeeID to BAccountID & to ContactID but I cannot get the email address. Any assistance would be appreciated!Thanks in advance!Bill 

Does anyone know how to accomplish this?A pivot table counts the values as stored in the database (multiple values concatenated, separated by commas), I want to count them individually.In this example, the counts should be as follows:Value 1 = 3Value 2 = 2Value 3 = 3 

Hey guys,Right now, the default selection of this ‘Company/Branch’ drop down menu is whatever branch you are currently working under. I would instead like the drop down menu to default to the entire company/tenant Any help is much appreciated 

Hello,I have a very simple GI I am working on.  I want to select “Receipt” records.The GI works and I can see records where InDocType and TranType have a value of “Receipt” in them.  However, I cannot limit my results with a simple condition on either field I return no records if I add this condition for either field.   

Has anyone created an accrual to cash financial statement within the system for the BS & IS? Any suggestions on building that report?

Hello, I have a situation where a user needs to be notified whenever the credit limit utilisation of a customer exceeds a certain threshold. I have tried using an existing GI which Acumatica offers out-of-the-box with title ‘AR-CreditLimitCustomers’ and added a field to calculate the utilisation percentage. The calculation is as below.=((([ARBalancesSharedCredit.CurrentBal]+[ARBalancesSharedCredit.UnreleasedBal]+[ARBalancesSharedCredit.TotalOpenOrders]+[ARBalancesSharedCredit.TotalShipped]-[ARBalancesSharedCredit.TotalPrepayments])) / [CustomerSharedCredit.CreditLimit]) * 100 However, as expected, the business event does not trigger due to a known limitation that business events do not work on calculated fields. For this reason, I created a SQL View which basically runs the same query as in the GI above and included the custom formula as well as a separate field. I created a DAC linked to this SQL view and added it to a new GI and a business event to it linked to this field.Despite hav

Hi @Naveen B , All, I have the following Generic Inquiry which I need to calculate a new cost from the attributes against the Item.  I think the calculation is not working due to the data types but am struggling with what prefix to use.Attributes:-I have tried using the Mask without luck also.  The generic inquiry is attached.Any help appreciated.Regards,laura 

Hi Everyone, On the AP balance by vendor report the client wants the balance to be a rolling balance. The report now shows the amount and balance exactly the same: As I understand the variable for docbal must be changed in the variables collection which is:And the docbal Appearance is : Any suggestions?

So my client modified their SO / QT forms and now they are adding additional “blank” pages after the necessary pages. The additional pages have a header and footer only. When you go to AcumaticaERP/Main?ScreenId=SO641000 and run the report, it shows up fine. UNTIL you print, email or export. That’s where the additional pages are added.I’m attaching the 641000.rpx. Oddly enough when I upload this rpx to my localhost u100 test environment it fails completely.In advance… Thanks Naveen! 

Hello,Before my sales order reports would not display a line space if there is no data in address 2 or address 3 fields but now it display a empty line and it bumps the rest of the data down.  Is there anyway to correct this issue?  

Hello,  I would like to show in my report Payment Method Detail's data from (screen CA204000 Payment Method) but Report Designer prints encrypted data( ******) instead of the real information. Any idea to solve this? Thank you in advance data from screen :  result from report designer: 

Is it possible to display the Label attribute from the parameters tab under Schema Builder? Currently, I’m using a switch statement to display the Label text:    I want to get the values in the red box. Just wondering if there is a simpler way. 

I am receiving an error on the standard aging page delivered with the self-service portal.  When calling this page: SP402000 and using the Aging Report link to AR641000 - it returns an error Error: The report does not contain parameters: OrgBAccountID.  I’d like to create a version of this report for the portal that does NOT utilize this parameter and simply goes by BAccountID for the aging, however, seems I cannot get to the report to edit it and create the version on the portal side.How would I go about handling editing the report ONLY for the Portal side?

FIRST OFF: I just attended my first Acumatica Summit and heard all about how amazing the community is and how helpful people are; so I’m bought in, show me what you got! Our sales department wants a more formal look to our quotes/proposals and so the graphics guy has designed a template with a black header.  Unfortunately our standard report logo doesn’t look good on a black background, but our site logo would. I’ve found in Report Designer that the standard report logo reference is:=[Branch.BranchOrOrganizationLogoNameReport]and when I compare the difference between the references when I check the source in the ‘Companies’ screen:Report Logo info is: Control Type: Image Uploader Data Class: Organization Data Field: LogoNameReport View Name: OrganizationVier Business Logic: OrganizationMaint Site Logo info is: Control Type: Image Uploader Data Class: Organization Data Field: LogoName View Name: OrganizationVier Business Logic: OrganizationMaint So I tried to switch the image r