Reports and Generic Inquires

Hello,         I need your help. Previously I thought it is easy, but Now I did not find out a solution.As we know, the 0 shipment line would not turns into ARTran.So we might meet a situation like Shipline                                  ARTrana                                                     bb                                                     cc                                                      d                                                          eline d and e is added by Advanced Direct Invoice Function. So they only have invoice#, no shipment#line a is shipped 0, so it did not turn into ARtran.My need is to display on the Printed out Paper invoice with all lines: although a is with 0 qty.likeabcdeI previously thought is a full join can get this done.But my problem is, if we are printing Invoice, we normally only know Ref# and Type.If I apply the Invoice ref# as the where condition,The line a will still be disappeared,  Because  a.ref is null.What should I do? Can a

Hello，    I put the sub report in the group header align to left, and set its text align to left         But when I run , the sub report will still show in the middle of the master report          Is there a way I can make the sub report to align left?

Hello Everyone, Just want to find out if we can specify a reprot template that can be used according to assigned role? e.g. when a Billing person runs a Sales Order report to be printed, it does not include the logo etc as they will be printing on a ‘pre-printed’ form and would only need the specific details like the item, price, tax etc. But if a Salesperson print the same Sales Order, it will printed everything including the logo etc. Thank you guys in advance. Kind regards,Mrivera69

When we send an email from our Shipment screen (SO302000) using Actions>Email Shipment, the emails that get generated are almost identical to the Notification Template it must be using (ID: ShipmentConfirmationNotification), except there is one line inserted “Track your shipment at [Tracking Link]”.  Unfortunately, that [Tracking Link] placeholder doesn’t use the tracking number to populate. I can’t determine where it is getting this change to the template.  It is the only Notification Template related to Shipping at all.  There are no changes in the customer’s Mailing Settings or the Sales Order Preferences Mailing Settings.  I’d like to delete that line, but can’t find it, plus you cannot alter the email before processing it. We are running 2020 R1 build 20.106.0005 with the Manufacturing Edition. Any help would be great!  Thanks!

I can retrieve data from the POLandedCostSplit table in the database: But I can’t find a Data Access Class that will allow me to retrieve the POLandedCostSplit data: I need to retrieve the data using a Generic Inquiry and I’m trying to avoid having to create a SQL View.Does anyone have any ideas?

Does anyone what the difference is between the N and O LayerType values in the INCostStatus Data Access Class (DAC)?I’m also wondering if there are any possible values other than N and O.INCostStatus is the DAC that stores inventory costing layers and it’s used in the Inventory Valuation (IN615500) report.

Hi, so i am new to ACM report designer.  I am creating a report of payroll for our vendor, where every detail(job) done by the vendor is listed. Which includes job date, start time, finish time  and different payment for the same job(officer pay, city fee, car fee).ReportNow my report is grouped by job ID. And the information about the different payment is pull out a DAC called” APTran”, where the are stored in a table like below. But not all job includes all 3 form of payments .Some only have officer pay, some have officer pay and city fee and some have all three(and they are always stored in city fees, car fees, officer pay- in this order).There is a field called inventory id ,which includes the three payment method class. To get the officer pay information in the report row i used =Last(IIF([APTran.InventoryID]='OFFICERPAY',[APTran.LineAmt],Null))Since its always the last one in the table. *“LineAmt” is for the Amount field. To get the city fee i used=First(IIF([APTran.InventoryID]=

Hello,Thanks to Gabriel’s help. I can get the data I want in GI using a second filter.  like below:   The key in the join condition is that “INitemsitehistday” might only have qty in record，no sales record     So if “left join” used， might get a joined line with INitemsitehistday.Sdate as Null. This filter out  is working well in GI.However if I would like to apply the same kind of second filter by using the visibility section setting in report Designer. The “ Or [INItemSiteHistDay.SDate] Is Null” does not work.  Then can somebody help me to get the data I want in Report designer?1， Not sold in 90 days2， never sold， which left join get a NULL value

I am new to developing forms in Acumatica and in Acumatica in general, my coding knowledge might be just starting to hit intermediate level, although with C# I would say I am still basic.  However my issue doesn’t seem to be code related it seems to be more of an issue of me not understanding HOW the sorting works in Acumatica.  On the Pick List form on the Detail Section 1 area (not kits the next detail area) it has 2 fields that I want to sort by,  SOShipLine.InventoryID OR SOShipLineSplit.InventoryID.  I put those 2 fields in the Schema Builder in the Sorting area, however it completely IGNORES anything I seem to put there, I tried with the out of box form and our customized form and the sorting does literally NOTHING in BOTH cases so I clearly must not understand something, I will attach the relevant pictures.  If someone could explain to me how I can get this form to sort by the InventoryID instead of the BIN location or anything else that is what I need.  I thought this would be

Hello,I have a shipping dashboard setup to show a list of orders that need to be shipped. This contains a basic filter based off of warehouse (either MFG or RDD) and the status of the shipment (open). However, shipments seem to disappear from the widget, this seems to happen to older shipments. I have the record limit for the widget set to 30 for this widget, and I know that we are not having more than that many records listed on it at once. Here is the filter for the particular widget:shipping widget filter  This is the list of shipments returned from the filter above, notice that #1346 and #1379 are missing.shipping widget  On the acumatica shipments page you can see that shipments #1346 and #1379 both meet the criteria from the above filter, yet they are not shown on the widget.shipments screenI am hoping that someone can assist me in fixing this. I would greatly appreciate any input! This is happening currently in 2020R1, and was previously occurring in 19R2 as well. 

Haven’t had any luck finding more detailed instructions on being able use variables from a sub report in calculations back on the main report.  I know you have to be able to do this and I can do it easily in Crystal reports.  There are a few lines ive found in the help about using the subreport name in variable name to retrieve it but hasnt worked.  If anyone has some samples to show that would be great, thank you!  

Hello，       I’d like to pass the parameters like date selection on GI to its side panel.       Is there a way to do it?       It looks like I can not put the “@DateFrom” as the navigation parameter.  

I am trying to build a GI to list all Generic Inquiries in the system. The Site Map Title is not within the GIDesign table. I believe I need to tie the GIDesign table with the SiteMap table to get those details. Can’t seem to figure that out though… Has anyone been successful with this?

Hello,      We don’t generate “Back order”  in business.That is, even if the soline is not shipped in full, the soline would become completed after shipment and the OPEN QTY on soline would become 0           But I checked, this item on its shipment line would remain open qty on screen.     However, when I trying to make the conditions in GI, I can not find the SOShipline.OpenOrderQty field.      Since GI does not support the condition in formula like:  SOShipline.OrderQty - SOShipline.ShippedQty >0           How can I filter out the items that did not ship in full in daily business?        Thank you

I’m in the process of creating an indicator for a client with all unreleased AR documents.Unfortunately it’s not a Generic Inquiry type screen I could just replicate and use in scorecard KPI dashboard widget. I tried to build a Generic Inquiry but linking ARInvoice with ARPayment brings no results.Is there any way of creating such an indicator for a dashbaord? Maybe I’m linking the DB tables just wrong.

Hello,      I tested in 2 environments, 1 is 2020R1 Build 20.105.0024, the other is 2020R2, Build 20.203.0028.      Both meet the same errors.      The report (AR672000 ) is running correctly, however, if I want to do a little modification and open the report from server, it shows errors in report designer, some like “textbox75” is duplicated stated, totally 4 errors, including “textbox75”,textbox76,textbox79,textbox80.          If I did nothing, no changes, and just save this opened file back to server,       it won’t display well, while it did display well before save this rpx back.       So my large guess is the file is broken when opening.     The line with doc.type= INV is missing data. which it did display data before.      Can someone help me out?

Hello,    Correct me if I am wrong, I’ve studied the AR630500.rpx, and found actually the “aging days” are soured from statement cycle setting. However, on statement cycles, the split sections have been limited to 4.          Supposing I would like to show columns like1-15 days, 16-30days, 31-45 days,  45--90days, over 90 days       is it possible to do it?       Thank you.

Hello Everyone,I am trying to create Scorecard KPI widget using a Custom GI.In the widget creation process need to select the Custom GI, But I could not able to find that Custom GI in the tree structure.For your Information I used [PX.Objects.GL.TableAndChartDashboardType] attribute for the Graph so I am able to find if I create Chart type widget.Can anyone help me how can I create Scorecard KPI using Custom GI.Thanks in advance !!

What is the purpose of this DAC?  PX.SM.StandartDateTimeFormatI used it in a generic inquiry and it displayed the day and time according to my site timezone.Am I using it correctly? How else can it be used? I’d like to know if anyone is using it.   

I have a parameter on my report that is a user defined field.  I can’t figure out how to get the schema for it.  I tried using =GetCustomFieldSchema('ARInvoice.UsrNVInvoiceType') but it gave me an error.  

Hi, We have a couple of clients that have multiple companies in one tenant. There are a few with multiple tenants also. I am wondering how to have different form layouts per company. ie, The SO Quote form (SO641000) needs to have a different layout based on the company not just the tenant. When using multiple tenants, I know I can save the reports with the username@tenant name? Is there something similar for tenant & company? ie username@Tenantname@Companyname ?

Hello everyone, Maybe I am overlooking things here, but is it possible to add a mask to omit or not display an account in a certain range of accounts? For example let’s say I have account class 500 on my chart of accounts with accounts:500000500010500020500043500057500081500100and I want to show all accounts between and including 500000 and 500100 but I do not wish to see 500043 on my report. Is there a mask or would I be better off creating 2 rows, starting 500000 ending 500020 and then another row starting 500057 ending 500100? Thanks

Is there a way to sort the detail lines of a sales quote in report designer, by the ‘Sort Order’ found in document details of the Sales Quote GI?This field, ‘Sort Order’, does not appear in the corresponding table in the report designer.

Howdy Acumatica Community,I am looking at scheduling a daily report to Accounts Payable listing all released purchase receipt documents from the date before. Fun twist on this one; the POReceipt.ReceiptDate field isn't working for me as this is using the document date. We have segregation of duties and the date the receipt is released is not always the same date of the document. I fear that by hardcoding a daily report using the POReceipt.ReceiptDate field will present bad data to our AP team.Any thoughts/advice out here on how to present all released PO receipts from yesterday?Thanks!

Hello everyone, A total newbie here to Acumatica Report designer, so please forgive my question...but how to i precisely set the size of a group header section in the report designer?At the moment, there are about 4-5 blank lines that is being used up by the address section and it it pushing my document layout further down, so how do it fix this please?  Kind regards,Melq