Reports and Generic Inquires

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 

Hi Everyone, In Generic Inquiry, is this possible to get the duplicate records count just like below sample SQL query. SELECT username, email, COUNT(*)FROM usersGROUP BY username, emailHAVING COUNT(*) > 1

I recently joined the opportunity and sales order tables (and vice versa). It has been working perfectly until recently. On the opportunities screen, I’ve noticed a behavior where information from the associated sales orders isn’t being pulled over for some opportunities (see the image below). On the sales order screen, it looks like every sales order is being correctly associated with the correct opportunity ID, so the issue is isolated to opportunities. Also, these opportunities do not have multiple sales orders associated either. Any suggestions on what could be going wrong here?  

Hi Sir Currently , we would like to create a report/statement from existing inquiry. May i know how to create this kind report. the content will be frmo existing inquiry , we just have a type of report format instead of excel format. 

Would it be possible to show a report in a wiki article? In essence I am trying to create a wiki reference area with some financial reports displayed. Currently I am only able to show a link to a report page. 

Hello,      I know “Date to” and “Date From” are more flexible.  But sometimes,  the data are just required in terms of “Month” range. So, to make the user just select 1 time, I am looking for a way to set a single parameter, like Month with data source “Jan, Feb, Mar,,,,” and so on.      I’ve tried the Fin Period, which, of course, currently set exactly as the Month range.         However, Fin period of My designed GIs can not be selected by user, it is a text input format, which is not convenient for user to use.                 While the some of original Screens can be selected.          So, can anyone guide me how to do it like the above?

Hi,I have multiple trending P&L Reports that I’ve created where you lose the first column (GL account titles) as you scroll to the right. Similarly, as you scroll down through the reports, you lose the column headers telling you what period you’re looking at. Does anyone know of a way to freeze columns/rows? Thanks

After an upgrade to 2020 R2, I cannot access the edit button (Pencil) on reports & forms. The Report Designer role is assigned to the user. The user is Admin with Administrator Role & Customizer Role. Is there something else to select?This is happening at 2 different instances. Since this was working on them both prior to the upgrade, I don’t think it is a security issue. If the report/form was previously midified, I can edit the version. but not the base version.

I am building out a dashboard to monitor campaign activities and I can’t figure out how to connect the CRCampaign and CRActivity tables. The CRActivity table doesn’t have the CampaignID as a field. It does show the campaign, but not as expected [CampaignID, CampaignDesc].Any thoughts on how to pull this off would be appreciated! 

Does anyone know if passing variables from subreport to subreport is a possibility or passing a variable back to a subreport from a main report? Thanks  

Hello,I’m working on a report that must print the labels for a specific shipment, I have Shipment Nbr, Item ID and Lot Nbr parameters, and I would like to have the report knowing the Inventory ID or LotNbr once the Shipment Nbr value on parameter is entered.The report is working fine if I know the lots or inventory id associated to the shipment, but I would like to have those values displayed associated to the Shipment #. Do you have any guidance on it?