Reports and Generic Inquires

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 

I am trying to build a GI with the invoice info and the activities that belong to it.  I was trying to link table ARInvoice with CRActivity.  Has anyone linked these two table up before or know if i am targeting the wrong activity table ?  Thank you .

So we are about to try and use an attribute on our Production Orders for the first time. I have associated an attribute with a production order type that we use for all of our production orders. It is a checkbox.  I now need to show a textbox on the production order ticket when this checkbox is checked, however, when I go to find the attribute in the schema builder, it’s not there. Normally when the attributes don’t show up, I’d just hit “Refresh All” to reload the fields and it would show up, but that’s not working for this case.  We just upgraded to 21.106.0024 from 2019R2 and I have no way of telling if the upgrade is the root of my issue, as we just started using attributes on production orders this week.

I have a Generic Inquiry that sums transactions over a date range specified by Required Parameters StartDate and ThruDate with Default Values of @YearStart and @MonthEnd-1 respectively:Generic Inquiry ParametersAs I needed the ThruDate in Excel exports of this GI, I added it to the Results Grid:Generic Inquiry Results GridThe unexpected result is the Parameter (Thru Date) and the Result column (Statement Date) get different values when the Inquiry is executed:ResultsIf the Parameter is manually changed in the results screen, the dates match.The value in the resultant column is the date being applied (not the defaulted date displaying at top) verified by the calculated values and manually entering the dates. 

I am creating a pivot table for shipment line details and want to be able to filter for multiple shipment numbers.However, when you add Shipment Number to the filter section you only have limited options for filtering, as below:Is there any way to make this a multi-select filter so the above would show a list of available shipment numbers that you can select with a checkbox?Many thanks

Hi, I have created a pivot table for shipment data and it has lots of number fields that are presented as text, when you export to excel. Is there a way to format the number columns so, it will show left aligned in the table and will have the correct format when exported to excel?

Hello, How to include the aggregated field or sum fields in the bottom of a generic inquiry when exporting to excel? Thanks, Ed

Hi,Is it possible to pass a Parameter to the GI when the GI is extended via a WebService EndPoint? Setup:I have created a generic inquiry called SubcontractsByProject, it takes in 1 Parameter called ProjectID, I have set the ProjectID with a default value of a project and it filters to that Project, so the GI is working as it should. I have extended a Webservice EndPoint to SubcontractsByProject using instructions from https://www.acumatica.com/blog/contract-based-apis-in-generic-inquiries/ The web service workshttp://localhost/entity/Subcontracts/18.200.001/SubcontractsByProject?$expand=ResultIt is returning data with the default ProjectID in the GI How can I pass a different value of ProjectID to the webservice?I tried adding a parameter in the Body like so in PostMan but it does not work ThanksMark

Hello all,I’m working on a generic inquiry. I need a total inventory amount for each item. The result as below. The item existed in different warehouse.  When I add a grouping for InventoryID. The result become to :  My question is how do I ignore grouping on MSRP column? My GI setting is below.  

Using the APARord view as previously documented works well.  I have a client that needs 3 copies of a form, how do I set this up?  I am trying to print 3 copies of the Sales Order, each copy has a slight variation to what prints.  I used 2 sub-reports to achieve this, but the issue is when it tries to print a multipage sales order, the sub-report prints page 1 correctly, but then continues on with the line details onto page 2, with no logo, heading information which the client does not like.  I can create 3 separate forms, place them in the reports tab of Sales Order screen.  So the client wouldn’t have to click on each 3 separately to print, can there be some type of automation that when form A prints, automatically print form B then form C?

Hi,I have created an User Defined Field in Sales Order form. I want to add the same in Sales Order printed form (SO641010). I am aware the value for User Defined Fields are stored in SOOrderKvExt but I do not see in Report Designer. I have even tried Build Schema > Load schema and Refresh/Refresh All, but still I am not able to get it.Any suggestions?I am using Acumatica version 20.208.0031.