Reports and Generic Inquires

 I have a requirement where I want to highlight the Sales Order Generic Enquiry data when the Sales Order is created by a certain user and the Sales Order Pick List has been printed. How do I extract the status of the print, and other information like date of print, printed by whom etc.

I have this kind bug/issue, when I add a group then undo it (ctrl + z), it still creates a white space. Even there is no group. Therefore, I can’t find where the area/group is if there is white space. How to fix this kind of problem also, the fields CanGrow = FalseThe white space is between Footer 6 and Footer 9 (Group 1)

Hello - I am attempting to pull in both the Vendor Email Address listed under Additional Information, as well as the Primary Contact Email Address into a Generic Inquiry, I was able to get the Additional Information Email Address field to pull in with the below relations, however I cant seem to get the Primary Contact Email to pull. Here is the working Inquiry:However, when I attempt to pull in this field for Primary Contact, I cant seem to get it to work.   

Hello Acumatica Support Team,I'm having trouble getting the email addresses from our customer screen to show up when sending invoices through email templates.Here's what I'm trying to do: When we send invoices by email, I want to use the email addresses that are set up in the customer screen under "Send & Print" These email addresses should go to the correct fields: To, Cc, or Bcc Here's what I set up in Report Designer:For the "To" field:= IsNull([BillingContact.Email],'')   + IIf([NotificationSource.SetupID] = 'INVOICE' And [NotificationRecipient.AddTo] = 'An', '; ' + [NotificationRecipient.Email], '')For the "Cc" field:=IIf(    [NotificationSource.SetupID] = 'INVOICE' And [NotificationRecipient.AddTo] = 'Cc',    [NotificationRecipient.Email] + '; ',    '')For the "Bcc" field:=IIf(    [NotificationSource.SetupID] = 'INVOICE' And [NotificationRecipient.AddTo] = 'Bcc',    [NotificationRecipient.Email] + '; ',    '')The problem: Only the main customer email address works The add

I have GI. I need dispaly value in this format. How i can do this? 

I’m having a hard time building a GI that will show an original payment reference number and any corresponding refunds associated with that payment reference number. The  ARTranPostBal is referenced but it’s a hidden table and not able to be used for reporting.How else can I bridge these two transactions?

When i update grid I have this error.   

Hi Acumatica People,I was looking at the body of generic Inquiries and report designer reports associated with booking. For us, the order register report looks like the closest thing to a starting point for a booking data. Some ERPs provide some report snapshotting (e.g. Oracle Applications has Period End Inventory reporting feature which you can set-up inventory snapshotting as an end user). I don't see anything such as this that is out of the box? We already have Power BI configured and licensed for our legacy ERP and a small warehouse. I don’t think we missed anything and we will continue going down the road of setting up/configuring our small data warehouse for Acumatica (e.g. configure data retrieval using OData).Is there any out of the box reporting feature one can configure for snapshotting? 

GI question - trying to pull both ytd and mtd sales from ARTran.  I can filter ytd in GI conditions, can I then filter the MTD on the results grid?   Do you have an example of the result grind filter somewhere for this ? 

Hello,    I have found this postHow to resolve the issue when the vertical alignment style not working in a report | Community  But is is 4 years ago post. I mean, until now, is it the only solution to this issue?

I want to add two new parameters in the AR Balance by Customer Report. I’m using Report Builder to modify the report. What changes should I perform in the Build Schema of Report Designer in order to filter both invoices and payments within the selected date range. Furthermore, if there are any other alternatives then please help me with this issue. Thank you.

I recently downloaded the Report Designer. I copied GL.63.30.00 from the server and modified it and then saved to the server as GL.63.30.02 then I went to the site map and added a line for the new report. The problem I get is, the report does not populate on the site. It also doesn't generate when I try typing it into the link (https://globalwide.acumatica.com/(W(29))/Main?ScreenId=GL633002). When I copy the 002 URL into an existing line, it says “You do not have enough rights”.Also, note, when I reopen the report designer and “open from server” and “load reports lists”, my prior saved report generates. So I believe it is in the server OK. I have a feeling I need certain user roles to fix this. Any recommendations? 

Hello!I need to filter my report by a date range. I have the Parameter and Filter setup within the build schema, screenshots below. However, when entering a start and end date then running the report, it is not filtering the report down to those dates. Thank you for the help! Parameter: Filters: Report Parameters: 

HI, I just made a copy of a new report from site map.How do I change the header to reflect the new one I want. 

       I've used Acumatica's Report Designer to generate a list of items purchased by a searched customer in the last 90 days. The logic is to query records from SOLine in the recent 90 days, group them by ItemID and customerid, and then list the ItemIDs.        However, the business side has a new requirement: some items are replaceable alternatives. For example, bfsk1, bfsk2, and bfsk3 are all beef steaks—only different in brand. Customers don’t care much about the brand; they purchased different ones simply because whichever brand was available in the warehouse at the time was used.    So, on the Sales Order Collection form, only the recent "bfsk"  needs to be displayed(requested by the sales team).The key challenges now are:How to identify replaceable items? The current idea is to group items with the same prefix and different numeric suffixes, but how does Acumatica Report Designer support this? After grouping, how to retain only the record with the latest OrderDate?Are there any

Hi All. Do you know why when clicking Send/Print Remittance from Cheques and Payments screen always direct me to report and I have to enter the Payment Reference Nbr in instead of running the form straight to the remittance pdf?From this:To this:It should automatically show the Remittance Advice form like in my demo below: 

I think i have a join issue but i can’t quite track it down. Example 1: 154221 has two invoices (312230, 315411), but they are both duplicated with each others information.example 2.  154204 is all blank, however, that information is there on the invoice tab in the sales order. i have swapped the joins of each relation i have but cannot figure out why i’m getting dupes AND blanks. some relation swaps will drop the blanked out orders. 

Is there an existing depency between the sales order and the related shipments for that sales order? I would like to pick the sales order number then pick the shipment number. Or is this a custom table?

Ina Generic Inquiry, when I try to show the value in “Body” field from the “InventoryItem” object, many of the items show coding like HTML coding on a web page with the description at the bottom.  We only have a problem with these items when we update that field or copy from that field.  Does anyone know what causes this problem and how to properly fix it?  Thank you for whatever help you guys could offer.  I am using 2019R2 Build 19.209.0038 if anyone needs to know.

hello! back again with another beginner question!My report in preview looks PERFECT. however, when i try to publish it, it’s completely blank. I think it may be relationships.buuut it makes no sense no me why it works in preview but not published. It is pulling the same data, isn’t it?Report publish works perfectly when my SOLine item and relation is removed    

I have a business requirement where I want to add Days, Driver, Area 1 and Area 2 in an AR Aging GI mentioned in Figure 1 in 4 different columns not in rows. For one row, I want it grouped by one customer and then the 4 attributes in four different columns. For this, I have created two new Attributes - DAYS and DRIVER. Figure 2 illustrates the DAYS attribute, the DRIVER attribute is similar to the DAYS one. I’ve also attached the GI. What are the possible solutions for this problem and how can I acheive something like this?Fig-1 GI SampleFig-2 Days Attributes 

HiSubject: All Approvals from the approval map to print on GL batch reportI would like to print all the user who approved a document o appear on the batch report I have joined the EPApproval to the batch table and put this field value =[EPApproval.ApprovedByID_description] The first textbox prints correctly the first approver, so the question is how do i get all the additional approvers to print on the report?

I want to display the above highlighted field in my report .

I have a client with 800,000 AR Invoices and 700,000 AP Bills.Their out of the box Generic Inquiries for AR Invoices and Memos and Bills and Adjustments are slow.Times are like 45 seconds to load up all 800,000 AR records.  Similarly AP.   If I filter say to load only open records - 15 seconds.But of concern, once loaded it takes 45 seconds to go to page 2 (page setting is 0).    Likewise 15 seconds for open AR.Some info:  This is MYOB Acumatica.   It runs on AWS on MY SQL database.  Version is 2024.2.What is the Acumatica experience? Does GI performance improve with 2025 releases? Does Microsoft SQL run faster?Please note that i have reviewed the GI’s for performance improvements.   Their is not issues with joins.  There are only 2 tables e.g.  ARInvoice and ARRegisterReport.

Hello,I’m not looking for formulas. Does anyone have a list of shortcut codes for number formatting in pivot table values. Not looking for formulas such as #,###. Looking for the keyboard shortcut codes such as “F4” to format a number. Thanks,Eric