Reports and Generic Inquires

Hi Acumatica,I am trying to display Serial Numbers on a Shipment Confirmation, but I am running into an issue. When I put this field under the Group Header Section4, it will only display the first number from the list. When I put it in the Details Section, it displays all numbers for all items. I am sure I cannot be the only one with needing this on a Confirmation. Any suggestions would be appreciated.  Thank you!

Do I need to build my own SQL query using the tables/relationship/filters in the Report Designer or is there a way to view the exact SQL query being used to output the report?

Hello Acumatica Community,I am trying to move the document level vendor notes up in report designer on the Purchase Order to display under the line details. Here is the ideal position.  I have tried duplicating the Group footer section, but then the notes duplicate for each line item Please advise on how this can be completed. Thank you!

A client recently noticed that they’re unable to tab through DateTime parameters in reports. I tested several reports / sites / versions and it seems to be consistent.Is this standard behavior? And/or has anyone found a workaround for it?

Hi All,I am wondering where can I find the field for Allocation for GI in Sales Order screen? (Please see below highlighted area in screen shot):I am trying to create a GI that show how many are allocated for an item in Sales Order. I tried using SOLineSplit (which is Line Detail in SO screen) but it gave me the amount I should allocate and not what is currently allocated. I have try to check for the element but it just show me SOLine when I click on it.Kind regards,Calvin

Hi, how do I pick up Customer PO field from SO screen when printing an Invoice? I tried adding tables in report designer, but can’t get it to work. Appreciate if you could help please.This is the Customer PO field that I want to pick up when printing the invoice below​​​​This currently picks up Customer Order Nbr from Invoice screen 

When change date on datetime picker in report back to 2025 but calendar still display in 2026. In Acumatica 2025R2

Hi everyone, Happy new year! I was hoping for an insight regarding setting up a default recipient in Mailnig & Printing tab specifically in Purchase Order preference.  This is how I set it up but email doesn’t seem to be sent. I was hoping to set this up as CC so I don’t have to update each vendor.Thanks so much in advance.  

Hi, I am trying to run a report that lists all PO#’s (Open, Closed, etc.) that include a specified Inventory ID. The Purchase Order Details by Inventory ID seems exactly what I am looking for but it only lists results for items that have Open POs?  The Inventory Transaction History shows the PO receipt #, but you need to navigate individually through the PO receipt to get the PO# so no value. The Inventory Allocation Details only shows outstanding POs. Can’t imagine this doesn’t exist out of the box - surely the Purchase Order Details by Inventory ID can display results including both Open and Completed Orders?  

Hi All,  I am in the process of doing a Generic inquiry tracking approvals and time differences between approval steps.But I'm struggling to get the difference between one approval step and another approval step.Step 1 Calculated Field: =iif([POApproval.StepID]='DBB0026D-FC97-ED11-9A17-00155D000300' ,[POApproval.ApproveDate] , Null)Step 2 Calculated Field: =iif([POApproval.StepID]='423376CC-B2A9-EC11-81C1-3CECEF0440D8' ,[POApproval.ApproveDate] , Null) Both the above returns dates, I am trying to get a datediff between the 2( Step 1 and Step 2), but my formula returns blank. 😑Datediff Formula: =Datediff( 'dd', iif([POApproval.StepID]='DBB0026D-FC97-ED11-9A17-00155D000300',[POApproval.ApproveDate] , Null), iif([POApproval.StepID]='423376CC-B2A9-EC11-81C1-3CECEF0440D8' ,[POApproval.ApproveDate] , Null))Anyone have any idea how I could approach getting the date difference? Thanks in Advance.

Hi All,Is it possible to add a line number as a field item and use it to format the output of the GI? For e.g., I have a GI that lists 10 rows but I had like to use the line number to change the background color of each alternate row, which is not based on any conditiion. Since, the Row Number is available only for display, how to get a row number for any GI (not a report)?Manish

hi All,I’m trying to use a Generic Inquiry (GI) in Power BI. The GI is already published and exposed via OData, as shown in the screenshot. The user has full admin rights and all related permissions.However, when connecting to the Acumatica instance from Power BI using the OData feed, this specific GI does not appear in the available list.Can anyone help identify what might be causing this issue? My Version is 2024 R2 24.209.0013 Thank you in advance!   

Hello!I have a GI that I need to filter by date range. When running the GI it is not filtering down to the date range window. GI and Screenshots below. I feel like I’m missing something obvious.Thank you for the help!  

I’m looking to find a screen or maybe a way to create a GI view that shows the history of actions on Invoices and Sales Orders. Specifically, I want to see if records have been deleted and if so, which record and when. Is this possible?

Dear Community, As we continue improving dashboards in Modern UI, we are evaluating the current dashboard personalization mechanism and would love to hear your feedback. Currently, when a user personalizes a dashboard, the system creates a completely independent copy. This means:• Any changes made to the master dashboard by an admin do not propagate to user copies.• Users cannot selectively pull updates from the master dashboard — only fully reset to it. We want to understand how this works for you in real-world scenarios:• Do you use dashboard personalization in its current form?• How do you manage updates when the master dashboard changes?• Would you find it useful to have a way to selectively pull updates while keeping personal changes?• Are there any specific improvements you’d like to see in how personalization works? We are considering redesigning the personalization mechanism as part of the Modern UI Dashboards update, and your input will help shape the direction of these improv

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.  .