Introducing Acumatica Cloud ERP: 2026R1
Reports, GIs, Dashboards, Pivots
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I am fairly new to Report Designer and I have a requirement where they want the total of a column in the header section, this should print only on the first page and values consideredshould be where page index = page count, how can I fulfill this?
Hi all,I'm trying to include an uploaded jpeg image of a stored item to be invoiced on the standard AR641000 form. I've carefully followed an example in the Acumatica S150 Reports Designer document - (See attached Training Doc1 & Doc 2, pages 30-34.). I have checked and rechecked, but continue to get the following error. (See Trace 1 attached).The problem seems to be with the table / table join of the Inventory Item. (See attached schema build.Any assistance would be very much appreciated.Thanks
Hello Everyone, I am working on a minor edit to my pick list form to print out kit items below items that are kits. I can get the subreport to pass-through just fine when I run the report from SO644000, the pick list screen, by picking the shipment number. When I try to run the Pick List report from the actions dropdown on SO302000, Shipments, and go to Actions → Print Pick list, the subreport does not print on the report.I wonder if this has anything to do with automation steps. Has anyone had this issue before?I am having trouble uploading an rpx file here so here are some screenshots:
Hello, I encountered an error, and my large guess it is caused by glitch in system. I’d like to report it here.A same GI, it run successfully in 1 Tenant, however it could not even be opened in another tenant which is with “Locales” enabled. It could be opened and run successfully unless I turned off the “Locales” or I inactive the use of function “DateDiff”. Like below: If I active the line with DateDiff function while I keep the locales on, it throws error:
Hello, I have a need to monitor 1 item’s sales qty. If the qty reaches a certain amount, I shall do something.(business subscriber). I choose the INItemsaleshis_FinYTDQTYSales to monitor, because it is a aggregation sum value. However, I add 2 “or” trigger conditions on business events. And both of them did not work. What is the right way to happen the trigger work? Or can I have another methods to monitor the sales qty increasing?
Hi Guys,We have a custom report called AP invoice with 2 parameters:This gets pulled from bills and adjustments:But when i run the report it only displays the first line item on the report:Schema setup as follows:What am I missing? Thanks
How do I remove the line file atttachment column from a GI? This GI is being used on a customer portal and I want to restrict it so that it is not seen and cannot be accessed.
I have made an action in Customiztion Project Editor to print a custom report from Invoice screen, but I am unable to add that action to a mass action on a GI. I can add an action to the GI through the Automation Steps screen that does show on the mass actions in a GI, but I can’t add the custom report to the action. Does anyone know if this is possible and where i can find some documentation on this? Thank you.
Hi Team,We have a requirement to print multiple dropship order into a single reports. Example There are three Dropship PO, where each order is having 5 items. When a report is generated, we would like to see all the 15 items in single report / page. In other words, we are looking for a way to send items as a dataset to reports for displaying all the items at once. Thanks Deebhan
Is it possible to add the Unit Description to the title of the the ARM report?We have 5 units and I would like to put their name in the title of the report. So that when I printed them all off I could tell which one belonged where.
Hi Team,Is there a way in report, to convert S3image url to an image ?
Hi All, Is there a way in Acumatica to bulk update a particular field in all the Business Accounts/Customers/Vendors? If yes, can we perform bulk updates on the records filtered by a certain criteria?For example: Change the Owner field for all Business Accounts in Colorado State with Status “Active”. Any help will be greatly appreciated.Best Regards,Amruta
I have a report who was exporting just fine to Excel and PDF. However after rolling out a large swathe of customizations changes between myself and my VAR, the report does NOTHING when I click export to PDF or export to Excel. Anyone know what might cause this or how to fix it?
Hello Community, I’m trying to create a Generic Inquiry which would closely mirror CA303000 - Cash Account Details. One thing I noticed is that PX.Objects.CA.CATran.OrigRefNbr is not typically a navigable field (you cannot just click it and it would bring you to the transaction). I suspect this is because there are multipe modules which have their own unique Reference number (AP Check, AR check, etc etc). Does anyone know how to replicate the one-click navigation using a combination of Transaction type and Reference Number? Thank you,Kirill
Hi,When i run the report for purchase orders in the printed form, only one inventory item lists per page and then in between each inventory item is a blank page. So a 2 page report turns into a 28 page report.I am not sure what to look for on the report designer.Thanks
Generic Inquiry in Acumatica is an easy tool to fetch the data that resides in Acumatica database tables. This topic covers the steps to create a simple Generic Inquiry. This topic will be useful for non-technical Acumatica users to create a Generic Inquiry in Acumatica.Steps to create simple Generic Inquiry:Open the Generic Inquiry Screen Give a name to the Generic Inquiry for example “Sales Order Data”, as shown in the below screen shot.Add an Acumatica Table - for example SOOrder for Sales Order dataAs shown above, search for the table and select the required table for data. SOOrder is selected in this case. Search for the table SOOrder and select: Add fields to the “Results Grid” tab Save and View Generic Inquiry data Optionally add condition(s) to filter the data, if required, under the “Conditions” tabFollow the below steps to add Conditional filters to the data. Click on View Inquiry button to preview the Generic Inquiry data output Please Note:It is advised to have SQL knowl
Hello, We have a dashboard with 10+ widgets.every time, when I view the dashboard, all the widget are getting data in the backend, sometimes, it would be quite time consuming. Can I add “Switch on” “Switch off” on each widget?What I want is like below: The most often used widgets are switch on by default, it would load data when viewing the dashboard. The rest widgets are switch off by default, it would only load data when user manually click “load” or switch on the widget.
In a GI, I need to query the WarehouseDetails settings for Material items included in MFG BOMs.Normally I would join AMBomMatl to INItemSite ON AMBomMatl.InventoryID = INItemSite.InventoryID AND AMBomMatl.SiteID = INItemSite.SiteID.In this case however, the client has not populated AMBomMatl.SiteID, so I thought I could add AMBomItem to the joins and use AMBomItem.SiteID = INItemSite.SiteID instead.In SQL, the query would look like this:SELECT * from AMBomItemJOIN AMBomOper ON AMBomItem.BOMID = AMBomOper.BOMID and AMBomItem.RevisionID = AMBomOper.RevisionIDJOIN AMBomMatl ON AMBomMatl.BOMID = AMBomOper.BOMID AND AMBomMatl.RevisionID = AMBomOper.RevisionID AND AMBomMatl.OperationID = AMBomOper.OperationIDLEFT JOIN INItemSite ON AMBomMatl.InventoryID = INItemSite.InventoryID AND AMBomItem.SiteID = INItemSite.SiteIDPrior to 21R1, the GI Relations allow me to join any field from any of the tables included in the GI, but in 21.106.0024 , I cannot join fields from AMBomItem to
could someone know any formula can ID to full name from Inquiry
I created a new custom screen, but the initialize () method which was declared override was not found. Error: no suitable method found to overridethank you in advance :)
Hello Everyone, I have been watching several videos on youtube regarding Dashboards and was just wondering if there is a Dashboard Demo Data available somewhere? Like, in the video, you can select the dashboard for sales Manager and other different roles...would be useful if I can look and practice on those dashboards. I am still using the 2020R1. Thank you. Kind regards,Mrivera67
Can anyone explain why these provide different values?from the results grid the result:from the GI
Is there a way to rotate text on a report in Report Designer?I print information on a label and have a 3/4” section of the label that runs vertical.Is there a way to rotate this information?
Hi All,We have configured several custom fields in Customization project for our Business Account in Acumatica. We have also used Push Notification using a Generic Inquiry to send us notifications when any field is updated in Business Account. The Generic Inquiry has the custom fields added as well. So when we get a push notification about changes to Business Account, we see the custom fields in the Inserted and Deleted blocks. We have been using this setup for over a month.Everything was working as expected until we stopped seeing the custom fields from Business Account in Push notifications. We checked the following things to make sure our setup was right: Customizations are published Generic inquiry had custom fields in result grid View Inquiry of the Generic inquiry had customer fields Push notification was subscribed to the correct Generic InquiryAfter 2 days, the custom fields started appearing in Push notifications again without us having to do anything. Has anyone else exper
Hello, I’ve studied the article, but I do meet a issue. I write a sub report, and want the sub report be displayed only when it is having count(lines)>0 Per my test, only when the subreport be trigger at least once, will the subReport1_Count having value. Like below
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