Reports and Generic Inquires

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!

I feel like I know nothing about SQL even after spending 10 plus years using it on other systems when it comes to trying to use Generic Inquiries to create reports. Which I have to do because Acumatica does not have the ability to write SQL directly against the database and produce results (This is a massive feature that I can’t believe is missing and hope 2025R2 addresses it). I need to create a Generic Inquiry that looks at Customer records takes a parameter for CreatedDateTime FROM and CreatedDateTime TO. All I need to do is look at Customers whose CreatedDateTime field falls between those two parameters and run a simply COUNT function to see how many customers were created between those two dates. This seems literally impossible to do via Generic Inquiry. In SQL all I would write is SELECT COUNT(*) FROM CustomersWHERE CreatedDateTime>=1/1/2014 AND CreatedDateTime<=1/31/2014Though if you look at the database you would actually need to query BAccount table to get this CreatedDa

So i created this report. I'm grouping the customers first and ARtran.RefNbr. But it is not working, how can i fix it.This is the relationIts not working. 

First, I tried to eliminate duplication of lines on multi-package shipments by moving the ShipLine fields to a new Group Section as suggested. When that didn’t work, I undid the changes and saved. But now I have all of this space although the height is still 0.16667in.Even publishing the previous version .rpx file to the server doesn’t eliminate the space.Any help out there?

I need to customize the Report definition of Balance Sheeti.e. Adding custom texts , Changing to custom header Is this possible? and How ?

Hello all, I have a generic inquiry created that is supposed to calculate the quote to order conversion rate. The formula we are using is (Number of SO orders with QT type as an original order type) / (Number of QT order type in the system). This is the result: All three fields are calculated fields, using Sum() directly in the formula. Since I am using aggregate function, the GI requires a group by on Order Type. Else it would throw an error. The calculations are all correct by order type, but I don’t want it to be by order type. Using the screenshot above, I want the GI to only have one line, where 2 / 1123 = 0.001809Any idea on how this can be accomplished? Thanks all! 

I am creating a GI and need to pull for a Date, however the field i need to use is a DATETIME field.  I feel like it should be easy to convert it to a DATE field only but it doesn’t seem to be.  Any hints?  I’ve tried every scenario that i can think of and google...I’ve added things to the Data Field, Schema Field, Style etc.  i can do a LEFT(Start Date,11) but then when i try to add a condition that it pulls @Today, nothing will show.  I am assuming it’s b/c of the timestamp attached to the Date.  

We’re experiencing a consistent issue where printing documents screens that typically shows the actual document (invoice, statement, remittance, payment register) are sometimes routing the user to a “Process Report” screen and requires manually re-entering parameters (document type, reference number) and clicking Run Report.Same user sometimes gets it right, sometimes gets this screen. 

Building a GI where I need to get the most recent “Effective Date” for all inventory items that are a “STAFF” price code. The ways I’ve seen to get the most recent record in GI’s won’t work here because the effective date only lives on the ARPriceWorksheet table and not on the ARPriceWorksheetDetails table where the inventory item, price code, and pending price are. Thanks for the help!

I’ve imported HTML descriptions, but they are not displaying correctly in a report. They are displaying correctly on the stock items screen - just not the report where it is needed.If I go to the stock items screen and make one small change, Acumatica will rewrite the HTML and it will then display correctly in a report. Anybody have any ideas for updating these descriptions so that Acumatica will rewrite the description HTML. Should I put a ticket in for a SQL script? Will that resolve the issue? Imported HTML Imported Display Report DisplayDisplay After adding a minor change to the description - Acumatica rebuilt the HTML 

Trying to get a business event to trigger once a week, however, the process doesn’t seem to be working. The Automation Schedule is running, but the business event itself is not. Any troubleshooting ideas?The Business EventThe Report Hasn’t RunThe Automation ScheduleThe Schedule Has Run