Reports and Generic Inquires

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    

Hello Everyone, I am trying to add watermark in paid invoices, Text box is working fine but i want watermark. I tried everything not getting the results. Please Help!

I have a simple GI that displays custom, Commission Paystub records for the logged in user. I created shared filters for “This Week”, “Last Week”, etc. to filter those by date range.I exposed the GI to mobile.It works as expected, on web and on mobile.However, I created a dashboard with a KPI widget that uses the “This Week” shared filter from the above-mentioned GI to sum and display the total commission for the current week.I exposed this dashboard to mobile and it also works as expected until the user taps on the KPI to open the supporting GI. The data for the “This Week” filter displays as expected but when the user switches to a different tab the GI data does not refresh. For example, if the “This Week” filter displayed 10 records, then the “This Month” filter will display the same 10 records, but no more. Any other filter that has a date range that encompasses the records initially displayed on KPI, will display those records and only those records. Any other filter will be blank

I’m trying to make this report portrait, however, this report always seems to produce landscape. It seems like there may be extra stuff to the right. What can I do to change the layout of the report?

Hi All. I have a report that I exported in Excel, but the pageHeaders/groupHeaders sections are cut off. They should be extended far right up to the last column. How it looks in:  Excel exported (not OK) - How to extend to the right?: Report designer (OK): System generated report (OK): 

For security reasons, I need to export a specifically formatted .csv file to a bank via sftp. I have a GI that populates when the payments are generated with a specific payment method (but before release). I then have automation schedules that process the export scenario to populate the file, then a separate one on the File Synchronization screen to synch the file(s).This process works and the bank gets the file. BUT, the synch is set on a schedule and submits empty files when no payables are run and I can’t seem to get the business event to trigger export when the file is updated with new/incremental data.Any ideas?

Hi,I’m building a report in Acumatica Report Designer where I want to show headings like “Smoking Tobacco” and “Moist Snuff” only once, followed by all the detail lines for that category.Right now, the group header (e.g., Smoking Tobacco) is repeating for every single record. I only want the heading to appear once, then all detail rows for that group, and then the next heading (e.g., Moist Snuff) with its details.I tried using an expression like: =IIf([InventoryItem.ItemClassID] = 'PIPETOB' OR [InventoryItem.ItemClassID] = 'HOOKAHTOB' OR [InventoryItem.ItemClassID] = 'RYO' OR [InventoryItem.ItemClassID] = 'WRAPAPRTUB')…but this still causes the header to repeat for each record instead of grouping properly.How can I set up grouping in Acumatica Report Designer so that the header prints only once per group, with all the records underneath it?I am trying to populate for example smoking tobacco transaction uder its heading and other data under another one. Report is based on the Report for

I’m trying to create a report that displays a shipment’s Return Label and I believe this is the field, however, using it produces inconsistent results. Sometimes, it produces the return label, and other times produces the shipping label. Is there a way to ensure only the return label is displayed?

I’ve built a report that pulls shipped item information from shipments for forecasting purposes.  I’m trying to link my existing tables to POOrder through POLine (ShipLineSplit to POLine on InventoryID) but am receiving grossly inflated shipped numbers.  Any ideas on how to solve this?  I’ve pasted a snapshot of my current relationships. Without the PO tables, the report works like a charm but I’m trying to exclude certain PO quantities (bulk / special orders) from a field that displays InSiteStatus.QtyPOOrders.  Thanks.  

Hey All - I have seen the topics of issues with reports not filling up the page and leaving blank space, but unable to get mine to work - anyone have any tips? I had to Zip the file to load it.I tried:Changing to false on landscapeChange to Letter vs A4Print Empty on sections to False

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!