Reports and Generic Inquires

Has anyone had experience connecting Google Charts into Acumatica, specifically as a dashboard tile?

Greetings!Is there a way to dynamically pull the current User’s Email into the From of a Notification Template (assuming that it’s been set up as System Email Account)?  This would be very helpful in personalizing the emails out of Acumatica without the User needing to manually switch the From field each time.

Good day Community, I have removed the groupings from GL633000 - Journal Transactions for Period, as one of my clients, just wants the range from accounts without the grouping. But I am struggling to correctly have the beginning balance that will add up all the beginning balances from the range of accounts, It works for one account range, but when I do a range for several accounts, the beginning balance goes to zero.  I have tried to accumulate the Beginning Balance with a:  $TotalBegBal = $BegBalance + $TotalBegBal, but it did not work. I started to pull out my hair one follicle at a time. This is my groupingNote: I am submitting an idea for Tags to have the word Desperation on it as a selection.

Hey Guys,A client put in serial numbers for monitors in the linenote. Its 179 serial numbers. This is longer than the page so Acumatica splits the invoice into 3 pages. First page blank, 2nd page has the item and the serial numbers and the 3rd page is also blank.line notefirst pagesecond pagethird page Is there any way to tide this up or at least get the serial numbers to stop on page one then carry on on page 2? Any suggestions welcome!

I have a report requirement where I need to calculate totals based on the field HSCODE, if detail lines have the same HSCODE then their total is calculated in the footer, considering those lines together. Please let me know a solution to cater this requirement.

Hello,i am trying to figure out if there is an eas way to create table lines. I tried working with panels, but experienced issues with them not always growing with the textbox, which made it problematic. Is there any good way to do it?Greetings

hai guys, i want to ask, how to edit report view in acumatica ? example: add “label” and remove distance “order type” with the field.

Hi I am attempting to build a widget that shows percentage orders completed on time.  I’m having a tough time shaping the data.  A simple table below - I’d like to show OnTime as a percent of “yes” values.  Ideally I’d like to use the meter KPI, in below example it would read 75% for the month.  Any suggestions?   Date Order# OnTime 2021-10 1200 Yes 2021-10 1201 Yes 2021-10 1202 Yes 2021-10 1203 No

Currently the date that I’m using is the sales order date(according to the calendar date). However, I want it to display according to our Financial Year (1apr-31mar), whereby it shows the total of each Financial Year. I’m thinking of adding a column for financial year in the Sales Order generic inquiry, but would require a formula to calculate the financial year from the sales order date. Any idea how to do it?

I am building a GI that needs to be able to pull a user defined field date and perform calculations on it such as dateadd or datediff. When I try to do this I get a virtual field error message coming up on my gi. If this date field was stored in an attribute I know how to get the date value from the CS answers table but it seems that user defined Fields do not store the values in the CS answers table - where are these stored in how can I perform calculations against them?

I have created a customized Sales Order Report which works as expected in the dev instance and sandbox, but running the report in the UAT environment gives duplicate lines. I have attached the report as well for further clarity.  

We powdercoat most of our sales orders and have an attribute called COLOUR on the UDF that allows me to build a GI for our days work.  I'd like to be able to have subtotals in the middle of my GI so that, for example, on a day when we coat more than one colour we can see how many of each colour we have to do, as well as a grand total for the day. I have it working for the grand total using the aggregate function but not sure how to approach this question about the sub totals. @Naveen B or @Tim Rodman this might be one for the pros? :) Warning... A good ol fashioned hand sketch below  

I have a GI that shows my sales order list that I would like to be able sort by more than one field. When I put more than one attribute into the sort settings of the GI it seems to only work on the top one - is there a way to sort by the top one, then within the top one, sort by the second one? For further explanation, we powdercoat our orders and we have two user defined Fields in the sales order - colour, and priority. It would be nice to sort first by priority, then by colour

Hello, I’m having some issues adding a side panel to a GI that I made. For some reason, it will only show data associated with the first record, even if a different line is selected. This wasn’t always the case; when I first added it it worked just fine, but I have made some changes since then and I’m not sure what could have broken it. Has anyone else encountered this issue? 

I have created a customized PO report and when I try to open the respective report in the Report Designer I come across this error, please let me know how to solve this issue. 

Hi Guys, I am trying to create a report for the inventory items through a catalog:I have gotten to a point where the layout is correct but I can’t seem to get the list correct in the sense that it is duplicating each item as above. The design:The relations:Filters:Does anyone have an idea of what the problem could be?

I have set the formula to count the margin, I’m not sure is the formula correct?=([Products.CuryUnitPrice]-[Products.curyUnitCost])/[Products.CuryUnitPrice]does someone know how to solve this problem?After I set the formula, it come out the error. “Divide by Zero error encountered”.  

I have a client that uses Subitems and I have modified some reports to show the sub item along with the inventory ID but they need the segment value description to print instead of the segment value. In this setup, there are 5 subitem segment IDs, e.g. W-AE-FRS-PA -1/10 where W = Wild, AE = UAE, FRS = Frescomar, PA = Panulirus argus and 1/10 = 1/10 lb. Is there a way to link by the subitem back to the individual segments and pull the description for any or all of the subitem segments that make up the subitem so instead of printing the subitem as W-AE-FRS-PA it would print as Wild-UAE-Frescomar-Panulirus Argus-1/10lb.

I would like to create a GI showing all the AP Invoices and AR Invoices for a custom table having a field called Housebill. I can get it to work showing only AP invoices or only AR invoices, but not both at the same time. I attached screenshots of the existing GI. Any help would be appreciated.

I have created a custom report that captures some calculations in 3 variables, in the footer area the totals should be calculated according to the second segment of the item class, how can I approach this development?Report OutlookSample Data 

Hello,       I’ve met an issue in 2020R2 as below: I created a Variable named FN to control the sub report visibility.If $FN=0, would display sub report “FNNOW”,if $FN>0, would display sub report  “FN”, As math tells, the two conditions above can not be both true at the same time It is working as expected when showing on screen or export to PDFBut when exporting to Excel， both sub report are displayed at same time. I don’t understand, is it a platform glitch?

I have an “On Hold” AP Bills Generic inquiry to present same in a dashboard.  I tried to use the two example expressions in the Style column of a Generic Inquiry for APInvoice.Due.Date to shade invoice due dates pink (bad) when an AP Bill is past due.  However, what I’m getting is pink (bad) only when the DocDate and DueDate are equal dates or when the DueDate is blank (example: for a Debit Adj).   Here are the two Style IIf statements that I tried. =IIf([APInvoice.DueDate]>Today(),'good','bad')=IIf({APInvoice.DueDate]>@Today,’good’,’bad’) Looking for the correct Style expression to shade the APInvoice.DueDate pink (bad) when an AP Bill is past its due date.  Thank you.

This is a copy of my question posted in Everything Else, which I realise should have been posted here.We are attempting to retrieve a report using the SOAP Screen API, but the report we are getting back is blank.  The version of Acumatica we have is Build 20.112.0035.I have the following code:public void PrintReceipt(params PurchaseReceipt[] receipts){ client.Logout(); var screen = new Screen(); try { screen.CookieContainer = new System.Net.CookieContainer(); screen.Url = Properties.Settings.Default.AcumaticaERP_PrintReceipt_Screen; screen.Timeout = 10000000; var lResult = screen.Login(LoginDetails.name, LoginDetails.password); var schema = PX.Soap.Helper.GetSchema<Content>(screen); foreach (var r in receipts) { var ReceiptNo = r.ReceiptNbr.Value; Command[] commands = new Command[] { new Value { Value = "Receipt", LinkedCommand = schema.Parameters.Type }, ne

I have created a report where it is based on the Sales Order Screen, requirement is to print each line detail on separate pages, but in my case the first page only prints when I preview the report but when I export to PDF all the pages show up, when there is more than 1 record. I have attached the report for clarity.