Reports and Generic Inquires

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

I create new report and change default report, and add by Report designer->Save report to the server. 

       Can Acumatica support the overlap display of two trend line graphs? Or more specifically, is there a way to achieve the following effect: displaying two lines of different colors on a single graph. Line 1 represents the monthly sales data of 2024, and Line 2 represents the monthly sales data of 2025.    Like below, I already have 2 separate graphs, can it be shown on 1? 

     Hello,I have set up a report. When the user selects an inventory ID or item class, it will return results like: item ID and its picture. It’s similar to a sales catalog.     But now, the user has a new need: they want to be able to input several inventory IDs (which might belong to different item classes) and still get the same report.      Can this be done?  Or do we have multiple inventory selectors?

Hi, is it possible to use SQL stored procedures or SQL functions in Report Designer?

Has anyone overcome this issue? In a classic UI dashboard, the embedded page widget is working fine for a webcam view of a construction project. Similarly, an embedded weather widget works.  Switching it to Modern UI and it results in a 404 - File or directory not found error. The weather widget has the same result. Toggling back and forth between classic/modern, the embedded pages work in the classic UI and 404 in the modern UI Sample webcam URL used for testing: https://share.earthcam.net/tJ90CoLmq7TzrY396Yd88KKPTYvGpuC9sn7UZHiL1L4.tJ90CoLmq7TzrY396Yd88KndwTghhAJ91QbmhhD8hKQ/tonnelle_ave_bridge/camera/panoramaSample weather URL: https://oneweather.org/new_york_city/#now

Our client wants to have two separate continuation pages: one for the original contract, then one for any change orders. I added a formula to group change orders separately - the client adds them in separate tasks starting with “CO”. This formula is working like a charm except the change orders always appear first. I’ve tried every group formula I can think of, changed between ascending and descending, etc., and get the same result every time. Has anyone else come across this? If so, how did you address it? First GroupSecond Group 

Hello everyone,I’m experiencing an issue with the invoice reports: the invoice discount is currently displayed as a separate line item. This causes two main problems: The line numbers in the invoice start incorrectly at 2, because the discount is counted as a regular line item. The sales order number (SOOrder.OrderNbr) and customer contact information (Customer.ContactInfo) are not displayed correctly when a discount is present.     I tried to fix the line numbering issue by adding a filter to the detail section in the Report Designer:=IIf(Not IsNull([ARTran.InventoryID]) And [ARTran.TranType] <> "Document Discount" And [ARTran.LineNbr] >= 1, True, False) This hides the discount line, but the line numbers still start at 2 instead of 1, and the sales order number and customer contact information still don’t show correctly. Expected Behavior: The invoice discount should not appear as a separate line item. Line numbers should always start at 1, regardless of whether a discoun

I am trying to create a report where i am not able to get the Alternative ID a dropdown table. Alternative ID comes from INItemXRef table and for my report relevance, Soline table.Can’t seem to bring any of the table in the Alternative ID dropdown parameter by using any of the below  =Report.GetFieldSchema('INItemXRef.SubitemID,AlternateID')=Report.GetFieldSchema('INItemXRef.AlternateID')=Report.GetFieldSchema(‘Soline,AlternateID') in the View Name: field. Infact any thing put in View Name omits the Altenate ID parameter itself as seen in the picture.  Any Idea what could be done?

Hi, is there a known issue with GIs that are linked to Pivot Tables - v 2024R1/2024R2. I have a number of GIs that have Pivot Tables. When I try to unpublish the GI I get this. All the information on web points to going to Pivot Tables and deleting it, but it still returns the same error.  

I am working on an SO Order generic inquiry that lists the Requested On field date as just Month Name (e.g. if date is 10/20/2025 the results should read October).  Here’s my GI edit and the resulting issue.  

Hello,    I want to arrange the layout into two left-right sections on a single page in the Report Designer like below. Is there a way to do this?   I am thinking of subreport, but the point is how to pass/seperate the parameters?  To make left show 1-20 items, and right show 21-40 items?

Trying to recreate a form we have been using that is manually created and maintained.  The data we need for the form is all in an Acumatica Project or related tables.We have a need to render a series of checkbox fields from the project on the form with custom CSS to display a different design of a boolean field (0/1).When the field is checked the output should be a Green Box with the word “YES” in the middle.  If it is not checked, we want to show a Red Box with the word “NO” in the middle.Doing some research I’ve found references to using an embedded image and creating picture boxes for the YES and NO images. This works with two picture boxes for each field, one for YES and one for NO.  They are both visible = false and using a Visibility formula you set the correct one to visible based on the value being 0 or 1. It would be nice to change the source of the image dynamically based on a formula using fiWe have a dozen or more fields we need to do this with on the report/form and to cre

I am trying to modify the canned Shipping Confirmation report to include a “Sold To” section that would show the location info for the customer who “purchased” the goods as the report already displays the “Ship To” info which is different at times.When I started to add in Customer.AcctName into the Expression Editor, upon validation I got the following error message:The expression contains an invalid name. ‘[Customer.AcctName]’ I realize this needs to be setup in the schema builder, but so far, each time I try to modify a link or add one even, I break the entire report. Any help is welcomed!! 

In this ‘Location’ tab I have a problem with filtering the column.Anytime I filter the column to what I need.This is the result I getit is very clear that HYDFLOOR 1 is in the columnIt only happens with the Location column. The location is been pulled from INTran 

Has anyone come up with a solution to automatically email the contents of an Acumatica Dashboard as a PDF attachment? I think it would be cool to automatically deliver the information in Dashboards to users via email without them having to login to Acumatica.

Hi, we’re trying to access external images in our local acumatica instance using report designer but it is not showing. here’s how we did it: