Reports and Generic Inquires

We have an approver that receives the expense claims for his delegates, but the expense claim does not show that there are receipts attached.

Is anyone able to help me with getting these headers to stick together on one page? I am very new to this system and just fumbling my way through however when groupHeaderSection3 and detailSection1 run over two different pages it doesn’t look right. I have tried a page break however then the section above is small it also looks odd  

The Inventory Trend KPI is not returning any data. It uses the DB GL History generic inquiry filtered by “Inventory” class GL accounts. The KPI setup is as follows with the “Filter Settings” based on the Inventory filter.:The Inventory tab on the GI looks as follows:The drilldown tab of the GI returns no records and the filter settings include date parameters.Where are those date parameters coming from and how can I work around them? I’m pretty certain that is causing the lack of data since the “Fin. Date” is month end and the dates being added to the filter are based on the current date. Thanks!

Hello,I am using INItemSiteHistDay to do some inventory analysis.  As a gut check, I subtotaled on inventory ID and compared the results to the total of all warehouse quantities in the stock item screen.Sometimes (not always) my results do not match what is displayed for the total of all warehouse quantities.I am wondering if I am missing something in the following formulas, or if INItemSiteHistDay does not actually hold all inventory transactions.These are the formulas I am using:QtyIn =  INItemSiteHistDay.qtyReceived + INItemSiteHistDay.qtyTransferIn + INItemSiteHistDay.qtyAssemblyIn  QtyOut = INItemSiteHistDay.qtyIssued + INItemSiteHistDay.qtySales + INItemSiteHistDay.qtyCreditMemos + INItemSiteHistDay.qtyTransferOut + INItemSiteHistDay.qtyAssemblyOut Thanks for any assistance!

I have this text in a Text Box control in Report Designer:=’Where the customer opts to have the company pay a cemetery fee on their behalf, a  $15.00 processing fee will be assessed.’In the form output, the $ sign is not printed, there is a blank space instead, like this: “a   15.00”.I’ve tried Format, \$, but I can’t get it to print the $ sign.Thanks 

What field stores the Sales Rep  assigned to a Project. I want to include it in a report, maybe based on a Generic Inquiry

We are trying to join project addresses to each project in a report.  We have done it GI without a problem using the PMProject.projectid and PmSiteAddress.contractid fields in each table.But when we go to report writer we are not able to see the same fields.We tried PMProject.Locationid = PmsiteAddress.addressid without success.  Has anyone done this in report writer successfully?Thanks

With the current function of the radio buttons, it adds unnecessary clicks for a user navigating the results of a filter.  This exists in all areas of Acumatica (e.g. Customers, Vendors, Projects, Change Orders, Invoices and Memos, Purchase Orders).See attached file for an example of the function we would like to see changed.Once you click on a PO and are taken to the PO entry screen, the filter is no longer a factor, so you are taken to the next PO in the list.  We would like the filter to continue to be used when on the entry screens.

Hello,    We are having 4 branches. And the management would like to see data like below.I previously made the report in excel, and calculate each value speparately and fill in the cell.Now, they’d like to see it on dashboard. Can anyone give me some ideas, just ideas.Like which widget is the best way to select, I am thinking of score KPIand How can I set the data source, in my opinion , I have to write at least 2 GI, 1 is to count the Inventory value, 2 is to count the sales total and margin.　 Inventory Total Value Last Month Sales Total Margin% Branch1 　 　 　 Branch2 　 　 　 Branch3 　 　 　 Branch4 　 　 　

How would I create a Business Event (or some other notification) to alert me when a Sales Line is created and saved with a ZERO price?Or when a Sales Line price is changed to ZERO. 

I have some questions about the Assign function in Report Designer. You can see the documentation here, also pictured below:https://help-2021r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=83fa0867-0eaa-4d93-9f9a-92c0f1b384d3 My questions:1. Is there a way to use Assign in a TextBox and return a result at the same time? I tried using a semicolon like this, but it didn’t work:=Assign('$MyVariable','some value');'Here is My Variable: '+$MyVariable2. In the Help pictured above, what is <nowiki> doing?

I am trying to use a pivot table to show the sum of sales of an inventory item over the last 365, or trailing 12 months. Acumaitca only gives me the option of using “@YearStart” and “@YearEnd”. I was wondering if there was a value I could type in from trailing 365 days today.  

I need to be able to export a listing showing all vendors, along with their main address and tax registration and contact information.  Does anyone have a report created that I could upload, or give me some assistance on how to create that?  I am new to Acumatica and not very skilled at the report designer or generic inquiry, but have tinkered a bit with both.  Not very successfully!Any help would be greatly appreciated!

Hi All, @Naveen B,I need to pick up the address against the “To Warehouse”.  I am receiving the error “Response is not well formed” when previewing the form in Report Designer.I have tried the joins in MySQL and it works fine however when adding it to the Report build schema it doesn’t.  MySQL:-SELECT insite.descr, AddressLine1, Tositeid, insite.siteid FROM inregisterjoin insite on insite.SiteID = inregister.ToSiteIDjoin address on address.addressid = insite.addressidwhere RefNbr = '000291';………………………………………..Report table joins to get to the warehouse address fields (tables = INSITE and Address) :- Any help appreciated. Do I need to use the “Alias” column?  I am unable to load the report hence the screenshots above.Regards,Laura

Good day, I am assigned the administrator role.  Before I started in my current position, we had a VAR set up Report templates with email notifications and reports.  As the administrator, I assumed that I would access to these report templates and reports.  How do I make them available for me to review/revise and change.  Nothing against the VAR but it is pain to have to ask them make adjustments/changes/revisions.  I am also planning to make some templates for users as well.  I would be nice to be able to assign them by user/groups.Thank you

Does anyone know of a way to Export and then Import Document Templates? I looked to see if I could add them to a customization, but dont see a way. Seems like an issue if you have users in UAT creating these documents, and not a way to get them moved to production. 

What is the process required to enable the report attached below in order to run the report, we cannot run this report using the report parameters as well. The screen ID of the form is RQ302000.Requisitions Form 

Is it possible to get non stock item details to be shown on the sales order report in Acumatica, for now they only contribute to showing the order total in the report but is it possible to show this information as well?lines 2 and 3 are required to be shown in report 

Is there a way to edit the out of the box Purchase Accrual Summary to have a parameter added so it can be run up to a historical date. For example if I wanted to know what the Accrual balance by vendor as of 3/31/2021 can that be added?

Trying to identify a field to capture all Depreciation life to date to subtract from the Original Acquisition Cost to get to the current Net Book Value.  Any Ideas?

I'm not sure how to do this but I want to use a non stock item as the "master" pricing record for an item class in a GI so that for all items of the same class I can create a price list that is multiplied by a common GP percentage.   

Hello all:I am attempting to create a GI that allows the user to retrieve records not only by individual branch, but also by an entire Company (included any branches under it). I know this has been implemented in various built-in GIs and Reports, so I used on of those as my base - the PR-Employee Pay Rates and Earnings GI. I see this GI is using the `ARDocumentFilter.OrgBAccountID` Schema Field for its `OrgBranchID` parameter. I further noticed that this parameter is used in the Condition section: e.g. PRPayment.BranchID Is In [OrgBranchID]. I have created a GI that mimics this approach. While it works as expected when selecting an individual branch, it does function as expected when selecting a Company. Specifically, records from Branches from another Company are brought in. For example, I have a Company with ID of 1000. This Company has three Branches: 1001, 1002, and 1003.  However, if I select the 1000 Company in the GI, the Inquiry brings in not only records from branches under th

I am trying to pull a report that shows me how much of each item under an item class cost and was used for a certain time frame. Can we do that in acumatica?

Is there a way to see everyone who has made edits to a service order in Acumatica?

I’m testing the hierarchy system of Item Classes and have a question on what I can report/filter with them. Particularly, when I filter on a parent item class I would like to see all of its child entities. For example, if my hierarchy is:1.1.11.1.21.2.11.2.21.3.11.3.2I would like to filter on 1.x.x and see everything or I could filter on 1.2.x and only see the 1.2.1 and 1.2.2 or filter on 1.3.2 to just see those items. Is that possible?Another example of what I’m looking for is how the Inventory by Item Class (IN408000) screen gives the options of ‘Related to Only the Current Item Class’ or ‘Related to the Current and Child Item Classes’.I do understand that I could filter on ‘Contains’ as opposed to ‘Equals’, but that is on more thing to explain to people.-Adam