Reports and Generic Inquires

Hi guys I need help with modifying the AR Invoice form by adding the Inventory items upc number from the xref table. Has anyone done this or will ing to assist me. I could really use some help on this.

Hi All, I know there has to be a bad join, but I have no idea what it might be.  Its a pretty simple packing list I’ve customized.  Small company, so I’ve had to teach myself SQL joins and everything about the Acumatica backend. I recently moved the Line Note to a detail section to fix another issue and had this problem start immediately.  Whatever number of packages are added to the shipment, the line note duplicates that number of times.I’ve uploaded a copy of the RPX file. Any help would be greatly appreciated!

Hello All, I have created a customization to be able to utilize package pricing to be reflected on a SO(OA)/QT printout. I am having trouble getting the report to translate to the invoicing side of the transaction process.On the SO/QT I was able to get the lines to stop duplicating by taking away the relationship to the SOLine as the fields are not needed - it is reading the custom made fields. Package 1 and 2 filled in, Packages 3 - 6 are empty. However, to get the AR Invoice to read the SO fields, I need to join AR Tran SOOrderNbr to the SO OrderNbr. It is reading this four times. I am sure it is due to the joins, but I have tried every which way I can think of (even attempting to do subreporting) and have had no luck. I have put 4 line items on my SO and processed through invoicing. The report will put out the Package 1 and Package 2 information 4 times. I appreciate any thoughts/ideas to get this report finalized! 

Hi, what is the likely cause of an issue where the “Print” action on an Invoice in the Invoice and Memos screen does not open the invoice as a PDF Preview. Instead, the Invoice/Memo report screen pops up to select an invoice (so not permissions? and not popup blocking). The invoice number is not being passed through with the Print action. This does not affect all users. Clearing cache, different browsers etc not working. Same problem though with similar functions eg printing AP Register Detailed report from an AP Invoice. 

Anyone have any pointers as to why these two joins are not working? It seems that any new table/join I add to the AIA report on 25 R2 does not work. See below:  

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. For example, wouldn’t my ‘warehouse’ value lay on 7,7? that’s where it lies on the excel sheet.I’m trying to get “SOLine.InventoryID_description” to show on excel.

Hello,          I have designed a report to show the items customer bought in last 90 days. The report run properly when it is run on its own screen with the parameters like below.        However, when I trying to run it from SOInvoice screen with the passing parameter below, it gets empty results.   How should I correct. Thank you.

How can I print the time when an ARM report was printed in a column set.  Like this:  12/15/2025 11:53:25 a.m. 

Does anyone know of a way to bring a “filter” into conditions?I’m trying to filter “First Invoice Date” and i’m using SOInvoice.DocDate to do so. however, this catches all invoices. I can filter, but that only happens after my information has been pulled and it does not achieve what i am trying to do.^this is the “Drilldown” filter that gets applied when going from the Sales Manager Dashboard. It shows the exact info I need, but i cannot set this up as a business event; it drops the filter.  This is how I have attempted to create the filter; but it still shows me old customers because their invoice date is still included in this filter.I get my information perfectly but I cannot, ‘filter’, for a better word, my First Invoice Date down without bringing in other customers who have also had invoices created within the last month, or using a separate filter after the GI has been ran. I post here as a last report and my google abilities have ran dry now that AI has taken over their algos. I

In version 2020r2 v205 (I know…  ) I have a couple of GIs that I’ve created that are using the InventoryCD value as my parameter with standard parameters allowing for the display of all items if the parameter is Null.  When I open the Inquiry, either from the UI or using the View Inquiry action from the Generic Inquiries screen, Acumatica is inserting the <NEW> value, as though it’s expecting me to create a new record.   Has anyone seen this before?

We are unable to find a screen in Acumatica like we use in our current system. The screen is a tab in the customer record and shows all activity such Quotes, Sales Orders, Invoice, Credits, Payments etc. See screenshot.Thanks

I am trying to round the formula below to nearest whole number. Every way I’ve tried it get a syntax error. I am not sure where I am going wrong.  Original formula:=iif([PMBudget.Type] = 'I',[PMBudget.Amount],0) + iif([PMBudget.Type] = 'I',[PMBudget.ChangeOrderAmount],0) Here is what I entered using the round function.  When I am in the formula editor box it passes validation but then I get a syntax error after I save it.  =iif([PMBudget.Type] = 'I',(Round(([PMBudget.Amount],0) + iif([PMBudget.Type] = 'I'), 0)),[PMBudget.ChangeOrderAmount],0)

Is there a way to send a notification to a supervisor of upcoming service orders which have been scheduled for the coming week. Can this be done with the calendar board? or an export to an outlook calendar?

Good day. I would like to have the AR Aging report available as a generic inquiry. So far, we have an inquiry which produces the detailed version but get an error message when trying to group those results by customer. How can this be achieved?

Hi EveryoneThis is my first time creating a report in report designer and I am in need of some guidance.I have created a sub report (or tried to) I can’t see what I’m missing but when I populate the parameters I just get a blank page. When it is pulled into my main report (which runs without the link but without the information I need - obviously), the main report also becomes a blank page!My company often provide services which are charged at different rates of tax. Therefore, we want to show how much in total is charged at each rate. Essentially all I am trying to do is list all the different VAT information which when in Acumatica is shown on the Tax Tab in the invoice screen (screenshot added). I want it to display once on the invoice above the total due information.I know this information is available as I’ve been able to draw it out but it doesn’t show how I want it and I believed creating a sub report and linking this in a footer group would work. However, creating the sub repor

I am trying to add our Customer Alternate ID to our Purchase Order Report and it is not appearing. Any help appreciated! 

Hello all,I have been able to add an image as a watermark, Acumatica logo, to the Sales Invoice form, which shows in the HTML view as seen below. However, when I switch to the PDF view the watermark disappears as seen below. Also, exporting to PDF or emailing, via the SEND action from this screen the resulting PDF file does not show the watermark. What do I need to do make the watermark appear in the in both the views and on the PDF files? Below is the setting I have used in the Report Designer. 

How to make the quantity in the printed form blank when the quantity in transaction is 0 and show qty if transaction has quantity? Currently, it is not visible. If I make it visible, it is going to show quantity for all transactions even with quantity 0.00.Can someone please guide me? Below is my expression: Sample transaction ran from Project Billing: 

I’m looking for a way to easily show which user picked and packed a shipment--ideally without enabling Audit History for non-administrator user roles.We’d like to track both who picked and packed each shipment. Is there a way to expose that information through a GI or report, perhaps by referencing system fields or tables that store user IDs tied to those actions?If anyone has done this (or knows which tables or fields contain that data), I’d really appreciate any pointers.

I’m trying to create a GI that will show all five lines of a Sales Order using joins based on line numbers. However, Line Numbers (or Sort Order) don’t follow a sequential order, so I can’t filter based on 1,2,3,ect. I tried the following join, but this only results in the first value working correctly, and the rest being the same part repeated over and over again (and its not even the second part in the list.) Is there some way to fix these joins so that they work correctly? (See attached GI)  

Hello everyone,does anyone know how I can move the position directly to the second page instead of splitting it across two pages?The "keep together" option is set to true,and both "can split" and "can shrink" are set to false, but it still splits.  Does anyone have any idea?Best regardspantea

Report DesignerI have this issue with Picking Report, the first two items get duplicated when I'm running the report designer.

Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal. Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account. I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI? 

Hi,I have a client who needs to report GST in Canada on the Sales and Purchases side. However, they have multiple AP or AR line items under one invoice that could include GST and Non-GST items. I am having issues how to reflect both GST and Non-GST amounts on the Tax Details or Tax Summary reports under % Taxes in Acumatica. Here is an example of the Reporting Group I have setup on the Purchases (AP) side.  I have also created two separate tax zones for GST and GST Exempt here are print screen of those:   What am I doing wrong? Any help would be great.Thanks,Frances