Reports and Generic Inquires

We have a regular business need for barcode images (JPGs) of arbitrary lists of items for use on promotional and other sales materials. It could be up to a thousand items so the ability to mass-process is a must. It seemed silly to me to license additional software just for this when we already are printing barcodes internally on reports like the pick list. So I devised a report which gets as close as can be - it still relies on external software like Adobe Acrobat Pro or PDF24 to convert the PDF into images. It uses some clever page setup and join tricks, so I thought I’d share. Piece 1: Page SetupExported PDFs don’t have individual images embedded and the images don’t export to Excel. The PDF → Image converters can split the document by page, so the goal is to have one barcode per page. A page break after the detail section easily accomplishes this. To save on further processing, I also wanted the page to be exactly what was needed for our materials, that being just a thin strip of b

 I am currently building a Generic Inquiry to identify valid Purchase Receipts that require an AP Bill. The logic is that if a receipt has no corresponding AP Bill, it should then check whether there is a related Purchase Return; otherwise, it is considered valid and requires an AP Bill but I seem to be getting a duplicate. Any insight as to how to make it efficient? Sharing my GI. Thank you for your time in looking.  

Hello all,I’ve created a GI on a tenant with the Modern UI, and I’ve created a pivot.How can I transfer the GI and pivot to another tenant?I’ve tried: Customization Package - just packs the GI without the pivot. Export the GI to XML - again, doesn’t pack the pivot. Looked at the GI code - can’t see anything about a pivot view.I don’t understand, you can pack a filter into a customization but you cannot pack a pivot view. Thanks,Ewan.  

If you are in the prepare replenishment screen a line item will not show up as Qty on Supply if an SO is linked to a PO for that item.In my case I link SO transfers to PO’s for all or some of items I know will have to be shipped to our satellite offices once it comes in. The problem comes in if you were to check the Prepare Replenishment after that, it does not show any of that item as Qty on Supply or at least until the SO is posted.To me it seems logical that the Prepare Replenishment should still show an item as having a Qty on Supply even if there is an SO for that item.If this topic has already been discussed let me know and I will check it out.

I’ve created a variable to sum the total amount shipped of an item during a specific time period.  However, if zero of this item are shipped, the variable is blank, instead of outputting 0.  Can someone review my code and hopefully point out what I have been overlooking? Many thanks in advance. =IIF($DateDiff > 2,CInt(SUM(IIF([SOShipment.ShipDate] >= CDate(CStr(Month(DateAdd(@EndDate,'m',-2))) + '/1/' + CStr(Year(DateAdd(@EndDate,'m',-2)))) AND [SOShipment.ShipDate] <= @EndDate,[SOShipLineSplit.Qty],0))),0)

Hey all, I looked through the search but I could find a definitive answer. I would like to know if there is a stardard GI or report were I can find a PO that was deleted, more pointedly who deleted the PO. I have already enable the “show deleted records” in the Purchase Order GI but that does not produce any results. We have had this crop up a few times and I would like to find out why it is happening.  Let me know if there is a way to do this. Thank you

Hi, working with a base report for Germany ARXXX.rpx, we have now new a Swiss localization and added the base report with the localization tag in the name ARXXX.CH.rpx.We wanted to make some changes in the CH report and noted that if we make some changes in the data schema (for example different parameters or filters) , the report CH does not work anymore if the localization CH is activated.It looks like the Schema has to remain the same for base and localization version and only the content of the report can be adapted in the localization version.Can someone confirm these findings?

When a customer orders from our online store the sales order comes into our system sometimes before the payment. When the payment does come thru, because that payment can be for multiple sales orders it comes into Acumatica hitting our Unearned Revenue account under the HeadOffice Branch.I have created an import scenario that takes that amount and based on the applied to order of the sales order and allocates the money to the respective branch of the Unearned Revenue accounts. My original plan was to have this import scenario run once a night since most of our sales orders aren’t touched same day, but I’m wondering if a business event can trigger that import scenario for when payments do come into the system?

Hello,We’re just over a month into our implementation and the business is looking for reports that list sales of certain models by units and not by $. Are there standard reports available or does this require a new GI?

I have a few GI’s that need to be locked down so users cannot reorder the columns or hide columns.  I also would like to prevent them from making filters.  Is it possible to lock them down for certain users so they cannot do these things, yet have the parameter fields still be available to use?

We want to email a report using the Email Template and Automation Schedule but we receive the error “A field with the name FSAppointment.UsrPartsReviewed cannot be found”.  The report runs fine from the screen and I’ve built a GI that uses the custom field as a filter and it also works as it should.   We received these trouble shooting steps from Acumatica Support:1. The updated report version containing the refreshed FSAppointment.UsrFinishedDate field is assigned as the active/default version.2. The report attached to the email template is pointing to the correct report ID/version.3. The customization package that adds FSAppointment.UsrFinishedDate is published in the tenant where the automation schedule is running.4. The automation schedule is running under a user that has access to the customization field/report.We verified all these as well as clearing the cache and restarting the instance but the issue still persists.  Just wondering if anyone else has had this issue and have bee

Hey there! Since “IsDefault” is non-existant in the POVendorInventory DAC how else can I bring in the default vendor for a specific inventory item?

Hey, team - I am attempting to automate an email when an AP Batch is released to only those vendors associated with payments in that specific batch.  However, what I’ve built is resulting in an email to many vendors that are not associated with payments in that batch. I've reviewed the following video in preparation for this. https://www.youtube.com/watch?v=JEwTAB47opg The Business Event triggers and sends an email when it's expected.  However, the issue is in the sending of unnecessary emails to vendors who aren't included in the released batch.  My guess is there is an issue with the GI. GI and BE attached

I am getting the following error in report designer. An error occurred while executing the Substring(Identifier(ARTran.TranDesc), Const(0), BinaryOp - (InStr(Identifier(ARTran.TranDesc), Const(|)), Const(1))) function. Length cannot be less than zero.Below is the formula. It works in a GI, but not here.=iif(InStr([ARTran.TranDesc],'|')<0,[ARTran.TranDesc],Substring([ARTran.TranDesc], 0, InStr([ARTran.TranDesc], '|') - 1)) I am trying to print all characters to the left of “|”, but this fails when there is no “|” in the string.  

"In Acumatica 25R1 GI, ARAdjust fields adjgRefNbr, adjgDocType, adjdRefNbr and adjdDocType all return 'could not be bound' error. What fields are available on ARAdjust table for joining to ARPayment in a Generic Inquiry?"

=IIf([Customer.AcctCD] = 'A123', 'John Smith', [ShippingContact.Salutation])All, we’ve had an issue bugging us for over a year. Long story short -- for customer ‘A123’, we have contact ‘Jane Doe’ appearing as the shipping contact on the invoices. Jane Doe left A123 years ago but still appears on the invoices. I’ve hunted her down in contacts, leads, business/customer accounts, shipping tabs etc and can not find a trace of her.So I’m trying to “hard code” our invoice -- if Customer = A123, then display value is John Smith (the correct contact); otherwise, just use the usual [ShippingContact.Salutation].This works for A123 invoices… John Smith now appears! Great!Now the issue is all non-A123 invoices leaves a <blank> Shipping Contact. :/Do I need to use a visible expression instead? 

I was hoping I could pick your brain about modifying a Generic Inquiry where the results can be grouped together based on a specific string or text pattern. For example, values such as “COMPANY1”, “COMPANY2”, and “COMPANYABC” would be grouped under “COMPANY,” while “SELLERA” and “SELLERB” would be grouped under “SELLER.” I was hoping to manipulate it in the Group By tab but was getting an error: Operand data type datetime is invalid for sum operator. 

Thank you for the follow-ups!  To help clarify the issues we are facing, We are running Acumatica 2025 R1 Build 25.101.0153.9.We are a construction company building a weekly cash position report by project. For Cash Received we want to include: 1. Payments applied to invoices (progress billing collections) 2. Unapplied payments such as owner deposits and advance payments 3. Retainage releases when collectedWe do NOT want credit memos or write-offs — only actual cash receipts.Based on this, should we use Inner or Left join between ARPayment and ARAdjust? And should ARPayment be the parent table as shown by Dipak?Also — we previously had a fan trap problem where amounts were multiplying incorrectly across joins. Is there anything in the join structure we should watch for to prevent duplicate amounts?

Hey, Gang - recently noticed for a customer that when the invoice report AR641000 goes out for Credit and Debit Memos, the report doesn’t display any values.  It displays just fine when I attempt to print it from the Invoices and Memos screen.  Issue is at the email.  Not sure what’s going on here.  I’ve attached the report and Email Template.  Any thoughts would be greatly appreciated.  

I am building a Generic Inquiry in Acumatica 25R1 to show actual cash received by project. I need to join ARPayment to PMProject. AR Payments do not have a Project ID field. I tried joining through ARInvoice and ARAdjust but fields AdjgRefNbr and AdjgDocType on ARAdjust return 'could not be bound' error in the GI even though they appear in the field dropdown. What is the correct way to get actual AR payment amounts by project in a 25R1 Generic Inquiry? We have retainage and partial payments so invoice amounts are not acceptable.This is for a construction company weekly cash position report by project. We need actual AR payments collected not invoice amounts due to retainage holdbacks and discounts. Cash paid out includes AP checks, ACH  and payroll.

I am unable to export the Purchase Order Print Form. I logged in as the affected user and verified that the option is grayed out. I attempted to update the access rights, but the issue still persists.Could anyone please provide the steps required to enable the highlighted options shown in the second screenshot? 

We have built a dashboard whose data source is the InitemsalesHist table. It queries the sales data of the latest 24 periods and presents it with a line chart.I know we can manually adjust the start period every month. But is it possible to realize automatic monthly adjustment without any manual intervention? For instance, even half a year later, it can still show the data of the latest 24 periods at that time.

"In Acumatica 25R1 Generic Inquiry, what are the correct join fields between ARAdjust and ARPayment tables? Trying to link payments to invoices by project. AdjgRefNbr is not binding."

"In 25R1 how do I get Cash Received by Project in a GI? AR Payments have no Project ID field. Do I join through ARInvoice?"

"In Acumatica 25R1 Generic Inquiry, where do I set SUM aggregate for dollar fields? My Grouping tab only shows Active and Data Field columns."