Reports and Generic Inquires

Hi AllHappy New YearI am sending emails to business accounts for a number of activities. The screen on the email template is GI. My emails are being sent correctly; however, they are not populating the related entity on the All Emails screen.Could you please assist if there is a setting I am missing that would display the information in the related entity column on the All Emails screen? See the sample screenshot. Kind regardsWilson 

This seems to be an interesting function but we dont know what business case it would be helpful in.As it provides a string of all values it has limited value but there must be some reason why it was added.I would be interested to know if anyone has found a use for this.ThanksJames 

I have found the following Report Designer resources:Basic Help: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=e15a22db-126f-40f7-a362-e02a4ea7e4ad Acumatica Open University S150: https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/I can’t find documentation for things like:Behavior: CommonSettings: AlternativeEngine PrintAllPages ViewPdf MailSettings: ActivitySource ParentSource ProcessOrder ProcessUnbound RequestContext RequestParams ViewerFieldsMode Data: DataMember DataSource Is there more comprehensive documentation available somewhere? The amount of information available inside the program is very limited. 

I’m trying to create a report that produces a excel sheet with cell borders. However, I can’t figure out how to get the borders to display in Excel. Is there a way to format the excel cells in Report Designer?

I am building this GI to get GP$. it seems like the formulas I am using is not giving me the accurate answer. Can someone please check formula to see if I have the right one. =IIf(    [ARTran.TranDate] >= '2025-01-01'    And [ARTran.TranDate] < '2026-01-01',    [ARTran.CuryTranAmt] - [ARTran.Cost],    0)

Hello,On the standard Acumatica Receiving Clerk dashboard is an item called “Receipts with no Bills”.  I examined the GI behind this and it seems incorrect.  The selection criteria is as follows.This seems incorrect as it is checking a text field that seems unrelated to determining if there is a bill.  While it says “InvoiceNbr”, the field is actually the Vendor Ref. when you examine the data.Am I correct that this is bad logic?Does anyone have a suggestion for proper logic to display “Receipts with no Bills”?THANKS!!!

I need to perform some additional calculations on the results of a pivot table. How might this be possible? The goal is to come up with a value that is this formula:SUM(Invoice Total) / COUNT (Number of Invoice RefNbr values) for a given customer & time period.I am struggling to produce this number because of the limitations I am finding within Generic Inquiries.Similar/Reference posts:  Does anyone know if this is possible? I also see that other people are attempting to to aggregate functions as a product feature, so please upvote:  Thank you for any suggestions!

So, I just build this GI. I want to show year to date for this year and last year.The formula for this year is working. The formula I have for this year is not working. Can I please get help if anyone has done this.This is my result now. 

Good Day how can one get the current detailed TB report to display budget columns next to each TB line? 

We are trying to clean up old vendors from our list vendor but do not have a way to identify the VENDOR status without having to drill down and open each one which is rather inefficient and not as useful as “VENDOR” status.  This may be to do a user before my time messing with the generic inquiry schema or is that how everyone’s vendor report appears. We do have MASS EDIT option SELECTED and can INACITIVE the VENDOR(s) accounts all at the same time once we have the VENDOR STATUS column available in the GENERIC INQUIRY.Does anyone know our VENDOR GENERIC INQUIRY would have a column for CUSTOMER STATUS rather than VENDOR STATUS?  The Vendor status also does not appear in the list of fields that can be selected to be visible in the report edit options.  . 

Hello everybody,I have the following scenario:A set consists of two components: a certificate, a 20-item box, which can contain one or more lot/serial numbers. In the delivery note, the information should be displayed as follows: Line for the certificate Line for the item (20-item box) Below the item line, a list of all associated lot/serial numbers should appear – regardless of whether there is one or multiple lots. The lot/serial numbers come from the field:[SOShipLineSplit.LotSerialNbr]Problem:When I use a separate detail section for the lot/serial numbers in the report, Acumatica repeats the item line for each lot/serial number. This causes duplicate or multiple item lines, which is not desired.I need a way to display the item line only once and list all associated lot/serial numbers below it in a single consolidated view.Question:What is the recommended approach or report setting to display the item line only once and show a consolidated list of all lot/serial numbers from t

Hi All,    Is there anyone with you able to create a generic inquiry with the Relationship for SOOrder, CROpportunity, and AMEstimate. I am trying to create a generic inquiry where i can see what is the estimate cost, and the created SO Unit Price for per specific project.  Thanks 

I wanted to share a setup I created to be able to use a list of IDs as a filter for GIs. It’s very flexible and can be used for Inventory IDs, Customer IDs, heck, anything, really. The general idea is to create a dedicated Import Scenario that does nothing except provide a place to load a list of records, and then join that list of records with the inquiry to act as a filter. The Data Provider and Import ScenarioCreate a simple data provider that has only one column. I find it convenient to name the tab ‘Data’ so that you can use exports from Acumatica fairly directly.Also helpful if you name the column ‘Inventory ID’ or the like if you intend to only use this for inventory items, again for export compatibility.Then create an empty Import Scenario which uses this provider. Publish it as its own screen someplace out of the way if you want finer control over permissions.No action lines in the mapping required! The sub-GINow that the setup is out of the way, here’s the crux of the trick:

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

Is there a way to have a “generic” attachment that goes out with every sales order or invoice?More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?

I have created this report in GI. Everything looks good until I found out the grouping is not work well.   After I view the inquiry, I released that some of my price class did not group 

Hi everyone,I’m working on an Acumatica label report that uses a custom Numbers table (UsrNumbers) and a parameter (QtyOfLabels) to control how many labels print.I’m seeing very different behavior depending on where the report is executed, and I’m trying to understand what the correct pattern should be. Setup Parameter: QtyOfLabels (Integer) Custom Numbers table: UsrNumbers Relation (simplified): <RelationRow>   <ChildField>Number</ChildField>   <Condition>GreaterOrEqual</Condition>   <ParentField>=CInt([@QtyOfLabels])</ParentField> </RelationRow>   Behavior I’m seeing1. Acumatica UI (Report Preview / Print) If QtyOfLabels = 5 Using GreaterOrEqual The UI prints exactly 5 labels, which looks correct If I switch the condition to LessOrEqual, the UI prints: 5, 6, 7, 8, 9, 10, … (all remaining rows in UsrNumbers) So the behavior appears to be tied to how UsrNumbers.Number is seeded (it does not start at 1). 2. Scan gun / Device Hub

for most of the dashboards I can not click create user copy. Where do I found that and active it for select users? 

Hi, I need some help with a report.We have a weekly report that is scheduled to be sent every week. We received it correctly throughout the month, but this week the report was generated with a Non-Production watermark.When I send the report manually, there is no watermark.Could you please advise what might cause the watermark to appear only in some cases? 

Hi there,I need to convert the total SO Line value into words (letter format). I have reviewed the links below and noticed that this does not appear to be a straightforward process and may require customization. I would like to double-check with you whether there is any standard or built-in way to achieve this in the latest releases, without requiring customization.Thank you in advance for your guidance.https://community.acumatica.com/develop-customizations-288/how-to-convert-amount-into-word-when-the-amount-is-more-than-ten-thousand-15933?tid=15933&fid=288https://blog.acumatica.com.sg/2017/09/amount-to-words-conversion-at-acumatica.htmlhttps://stackoverflow.com/questions/38320680/how-to-do-word-representation-of-amount-field-in-acumatica-invoice-report-ar-64https://community.acumatica.com/reports-and-generic-inquires-115/convert-amount-to-words-in-report-designer-26713?tid=26713&fid=115    

We’re experiencing an intermittent printing issue when printing documents (invoices / reports) from Acumatica.After a paper jam or printer reconnect, Acumatica sends the job to the printer, but nothing actually prints.Windows shows the job briefly and then clears it without errors.What we’ve checked so far: Printer works fine outside Acumatica (Word, PDF, browser) Driver reinstalled and printer restarted Windows test print confirms the printer itself is responding correctly (a simple printer self-test helps confirm this) This seems more like a driver or Windows spooler state issue that Acumatica doesn’t recover from automatically after a hardware interruption.Has anyone seen Acumatica require a printer rebind, report refresh, or service restart after a printer error like this?Any best practices for avoiding print failures after jams or power cycles?

I have a custom report to print information for Proforma Invoices selected for a project. The parameters are ProjectID and Proforma. The report parameter is searching the PMProforma table to get the ProjectID. I am struggling to have the profroma search for only the profromas for the selected project. This is how I have the second parameter setup. The search is working but ALL profomas are displaying not just the ones for the selected project. Thank you in advance for your assistance. 

I'm trying to recreate the Projects (PM301000) Balances tab in a Generic Inquiry, Pivot Table, or Dashboard. We have a customer who uses them extensively and would like a more centralized way of spot checking the project budget vs project commitments. The primary issue I am running into is the majority of tables related to the Projects module appear to be virtual tables and thus cannot be referenced. For example if I take [PMBudget.CuryActualAmount] - [PMBudget.CommittedInvoiceAmount] it does not actually math out properly. So I am trying to understand if there is a best practices approach to re-creating virtual tables or if the answer just becomes BI tools? Below I have searched each of the significant tabs in the Projects screen and their primary table. Any advice on angle of attack for this problem would be greatly appreciated.My current theory is that I can re-tabulate the line items of each of the tabs to basically re-create the Balances Tab but I have yet to figure out how to do

We have created an email template using a generic inquiry instead of a screen. In All Emails screen, it is looking fixed as seen in screenshot below.     However, when receiving it in Microsoft Outlook it seemed messed up. Is it possible that there is a conversion happening at the backend of the system at the moment? Thank you.         <tr>                                 <td align="center" style="color: rgb(51, 51, 51); font: 18px Arial, Helvetica, "sans-serif";"><a href="((GeneralInfo.NotificationSiteUrl))/Main?CompanyID=Daybar&ScreenId=PO301000&OrderType=RO&OrderNbr=((Document.OrderNbr))" objtype="file" target="_blank" embedded="true" style="color: rgb(0, 122, 204); border: 1px solid rgb(0, 122, 204); border-radius: 4px; display: block; text-decoration: none; width: 190px; padding: 10px; vertical-align: middle;"><strong style="display: block;"><span style="background-color: rgb(255, 255, 255);">View Document</span>

Hello All, I am creating a GI and want to use the Total Aggregate value for the Customer ID in a calculation for a new column to calculate Number of orders/number of customers, grouped by Customer ID. I have run into this issue is other GIs as well, where I want to produce the COUNT of all Customer IDs and cannot. Here are my current results grid and view of the inquiry.  Thank you!