Reports and Generic Inquires

Hi.I need to create a GI that should calculate values ​​the same way as in a rowset. How i can do this? 

Hi all! I’m trying to create a report using GI that shows all landed costs and the POs they are related to. The problem is that I’m getting a lot of blank lines.I’m using these data sources:PoReceiptPoReceiptlineLandedCostDetailsPoorderLandedCostDoc

Hi Team,We need to create a new QR code in a report, which, when scanned, should display multiple fields and images with labels.Kindly assist us with how we can achieve this. Regards,Sagar Gadge

Is there a way to combine multiple lines of a Sales Orders into a single entry? I thought it might be possible to have multiple joins with SO Line Nbr being the criteria for each one, but I can’t seem to figure a way to have a number be a join criteria. Is there a way to do this?

In Report Designer, I am able to change the ExportFileName to be what I want, (mostly just including the Reference number in the file name).  Which works when generating the file from the Invoice/Memo Report screen AR641000.  However, if an invoice is processed and the email template sends out to the customer, it includes the same Invoice file, however the file name is overridden. And only contains, Invoice_Memo -(9-12-2025).pdf. Is there any way I can stop this override from happening? Or some spot in the email template named “InvoiceNotification”  I don’t see anywhere that I can change this, the only Report Parameters I can put on the attachment is Document Type and Reference Number. I cannot add a line for the file name.  

I’m trying to create a dashboard that displays the current accuracy of cycle counting. I’ve been able to create a table with all the cycle counts, and get each individual line’s accuracy by dividing variance qty by book qty. Unfortunately, I can’t just take the average of this field, as that would ignore the differing qty throughout the lines and thus not produce an accurate average. Is there a way to do this so the value could appear on a dashboard?

I have a case where I had to create a a level in my unit set because I hit the character limitation for subaccount in the data source. When the user runs the ARM report I want them to just see the top level of all and the 2nd level of CONTRACT, COOP AND COOWNED. How can I hide the lowest level? I have attached a screen shot of my unit set for a visual. I am grouping data by subaccount to the three different types of Contract, COOP and Co Owned. There is not range or account class that I can use so I had to go this route to get past the character limitation.Sara

I’d like to start using pivot tables more, mainly as a way to collapse groups of items for better browsing. However, when I’m adding certain fields to the Values section of the pivot table, it is displaying the code instead of the description.When the group is collapsed then the Aggregate function (min) rows show the description, but the expanded rows are not. Is there a way to display the description at the row level? For more context - if it helps - there are two attributes of stock items that I am grouping on, say, CATEGORY and SUBCATEGORY. It’s much more convenient to have all the SUBCATEGORY groups collapsed by default so you can view information for each group at a time. I don’t expect people to have to memorize all the different code values.Thank you for any insight you can provide,

Hi Community,Does anyone know how to get 15 lines per sub on a Check Layout? I have changed this on the payment method, but the report only returns 10.   I have tried editing the RPX file to include more lines based on the lines Acumatica has out of the box, but I am getting inconsistent results when the additional lines print. I have added in Variables for additional lines and added the lines to the Report, but some of my lines are duplicating without me being able to figure out why. I don’t seem to be able to add my RPX file to this post, but I am happy to send it if needbe. Thanks,RJ

Hi everyone,I was able to get the correct number of label prints by following this example:🔗 Acumatica Inventory Label Report Per Qty – GitHubI implemented a similar setup using INTran, InventoryItem, UsrNumbers, and POReceipt tables, where the user enters the Receipt Nbr and Inventory ID as parameters.However, I’ve run into two problems: When using the barcode scanner, it only provides the Inventory ID not the PO Receipt number. The INTran table is only populated after release, but that doesn’t fit our workflow. We need labels to print before release, as soon as an item is scanned and the quantity is set (for example, if the set quantity is 5 and the base quantity is 10, we should get 50 labels). Has anyone handled this scenario printing labels by Inventory ID before release and can share the best approach or table structure to use?Thanks in advance!

I have generic inquiry when I click on reload number one, the error message “This generic inquiry doesn’t exist anymore” but if click on reload number two, it’s working normally. This happens in Acumatica 2025R2.

Hi All I am working on a report in report designer and need to pull the below line only into the report for the field I am setting up. Since there are many values in the Cross Reference section, does anyone have a suggestion on how to write it so only the one line pulls and nothing more?   

I have a field that was added to our customer locations to define their standard trip: I am trying to display that field on a dashboard.  In the GI it shows correctlyBut when I display in the Dash Board all i get is 100.  I know the description says minutes but that is not how they set it up to be entered.  Thoughts on how i get this to display correctly in the Dashboard, even when it is already correct in the GI.   Thanks for your help!  23R2

Hello,I built a simple GI that has two parameters - a date from and date to. These parameters are required and used as part of the Condition to load data.Everything works as expected for the GI. I supply the parameters and the appropriate data records are returned. However, this becomes a problem when I try to create a Pivot table from it. Specifically, no data loads and there seems to be no way to supply the parameters specified as required in the GI. I cannot use Pivot Table Filters either, since, presumably this requires some data to actually filter on.To get the Pivot Table to function, I realize I could remove the condition from my GI and then rely on Pivot Filters. However,  this is not ideal for my use case since I would like to keep the GI parameters and conditions as is.How might I accomplish this?Thanks.

Hi everyone,I’m creating a custom report in Report Designer where my main data source is INTran.The goal is to display item-related details from InventoryItem such as InventoryCD and PICKSEQ_Attributes.When previewing the data, the InventoryID field in INTran looks like a string for example, it shows values like 3033-70 but technically, it’s stored as an integer foreign key (int) that points to InventoryItem.InventoryID.This led me to think I could join using InventoryItem.InventoryCD, which is a string (nvarchar) field containing user-facing item codes like “3033-70”.However, when I try a relation like:<RelationRow> <ChildField>InventoryCD</ChildField> <ParentField>InventoryID</ParentField> </RelationRow> or even attempt a conversion with:<CalculatedField Name="INTranInventoryCD" DataType="String"> <Value>=CStr([INTran.InventoryID])</Value> </CalculatedField> I get errors such as:“The report cannot be opened because it includ

We need an generic inquiry that will show users statuses of their PO Requests all the way up to related PO Receipts.Please help us to link the Request Line table to Requisition Line table.There is a button on the Requests screen that will open up the Requisition detail. What fields should we use to link together Request Line to the related Requisition Line in the GI?Many thanks in advance!

Does Acumatica have a business plan within its software?  One that helps sales create their plan for the upcoming year and help them keep track of where they need to be?    

I created a GI in 2025R2 and wanted to import into a client who is running 2025R1.  Is this okay, or will it cause a problem?  Very simple GI only using APInvoice and APTran DACs.

In looking at the AR601000 - Sales Profitability Analysis, why would freight “cost” not be considered or factored in the overall profit margin/invoice cost?

I can’t figure out why my business event wont trigger…no matter how much i google and click on ‘this is how you set up business events” videos and walk through.  Everything I see online is “set up where you want it to point to, who you want it to email, and when you want it to email” and yet it wont send….

I have begun testing the new functionality that allows us to use an existing GI as the data source for a new GI. It seems very powerful, and will certainly solve a number of reporting challenges, but I’m struggling with the naming scheme a bit.Specifically, in the base GI, I have a number of columns that are formulas. I need to reference those columns in the summary/child GI, but the names are simply the original base table plus a GUID to make them unique:The only method I’ve found for determining which “Formula” is which column is to add each one individually, run the summary/child GI, and use the resulting data to identify the column.Obviously, that is horribly inefficient, and I’d love to know of a better way.Has anyone found a method of mapping these formulas names to the source column/formula in the base GI?

So, I have created this GI. I added my parameters to pull locations. After publishing to the UI, my locations field is empty. Please anyone help. after i publish 

Anybody know  why this parameter would not be showing at all on report screen. I dont have the report fully built yet but the date parameter is showing just fine. I have double checked permissions and that is not a problem.   

On a scheduled basis we need to send reports to each vendor of their open orders and pricing/lead time updates..  Only selected vendors will get the reports and the reports will only have their data.  Is there a simple way to do this with having to create a report template and automation schedule for each vendor?  There are 2 different list of vendors for 2 different reports and each has 60-75 vendors.

Hi AllI’m trying to figure out how to modify the SO643000 (Invoice / Memo) report template to immediately show ‘Copy’ after the first invoice has been printed. Currently, I have a field that says ‘Invoice Reprint’ with a visible expression of =[ARInvoice.DocDate]<>Today()This works well for next day and after reprints. But now it’s needed for same day reprints.Not too sure on how to proceed with it. Thanks in advance.Amit