Reports and Generic Inquires

I was looking through the Acumatica new feature with 26R1 for Excel-Based Financial Reporting with InsightXL. Just wanted to see the experience with this? 

Hi, attached is a custom report for production ticket. It works fine when printing for BL order type, but not for RO order type. I am getting the below error, but Trace just keeps on spinning and not giving me any hint. Thoughts please?Error when printing RO production order typeTrace 

In 24R1, we had the Workspaces drop down list in all Generic Inquiries (GIs).  After upgrading to 26R1, this is missing and it’s affecting GI behavior.  Is this something that needs to be configured now? 

I am working on a formula in a GI:IIf(CROpportunityProducts.InventoryID = ‘NON-INVENTORY ITEM’, CROpportunityProducts.Descr,CROpportunityProducts.InventoryID)I’m getting an error because InventoryID field is int type and the Descr field type is nvarchar(256)I’ve tried several of the conversion formulas (CInt) but I can’t get it to work.Any advice?

Hi, attached is a customized Production Ticket. Currently, it’s only picking up the first row. How do I show each line with Quantity and Lot/Serial Nbr.? I’ve added those 2 fields in group1 of the already, but that didn’t work. Thanks for your help!This is the production order in the UIThis is the section when printed where it only pulls first row dataAlso, how do I make the RuntimeTable subreport disappear if Operation run time is 0? I tried adding a visible expression in the main report =IIf([AMProdOper.RunUnitTime]<>'0 h 00 m') but it doesn’t work.

I have my subreport built and ready to attach to my project and sales quotes.  This subreport is purely terms and conditions and should print on the back (2nd page) of all sales quotes and project quotes.  I am having trouble getting the subreport into the CR604500 and PM604500 reports in the proper place in order for it to print on all quotes.  I have followed help from AI and Acumatica and still don’t seem to be able to get the report where is needs to be.

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

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? 

Dear community,We are in the process of migrating Pivot Tables to the Modern UI and would like to collect some feedback and information about the usage scenarios.In the Classic UI, there is an option to create a pivot table directly from a GI as a GI’s tab or to go to the SM208010 Pivot Tables form and create a pivot table as a separate form with its own Screen ID and a menu item.Can you please share your usage scenarios for the second option? (pivot table as a standalone form)

"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?"

Hi Team,I am working on an custom report based on PMTimeActivity and needed to add a Manager filter using EPCompanyTreeMaster and EPCompanyTreeMember so managers can view only their employees.I added joins similar to:BAccount.DefContactID = EPCompanyTreeMember.ContactIDEPCompanyTreeMember.WorkGroupID = EPCompanyTree.WorkGroupIDand filtered using:EPCompanyTreeMaster.Description Like @ManagerOR@Manager IsNullThe filter works correctly, but after adding the EPCompanyTreeMaster and EPCompanyTreeMember joins, the report values are getting duplicated.Kindly assist if you have added similar filtering using EPCompanyTreeMaster and EPCompanyTreeMember in reports.Please find the screenshots of my joinings and filterings    

In the classic dashboards, when you click on a KPI widget it takes you to that GI with all your filters accurately displayed so you can see quickly what info makes up that KPI. In the Modern dashboard, it does not carry any of your parameters from the dashboard over to the GI. You would have to refilter from there. This seems like a regression in Dashboards. It was much easier to view what the KPI was made of before switching over. Has anyone else experienced this? Is there a solution in the works to use the behavior of the classic dashboards since that was easier to navigate and get information fast?

Recently updated to 2025R2 and using Modern UI, the column configuration is not saving, even when changed on the column configuration button (now gear) and saving it.  Any ideas on how to make the new configuration stick?  

Looking to see if anyone else has come across this error in business events:This is the first time I’ve run across it, and it shows up when I click on an existing business event, or when I try to select the screen in creating a new business event. Our current business events seem to be running without issue I just can’t access to make changes or create a new one. Our partner is opening a case with Acumatica, but I thought I’d reach out to the community as well for answers/suggestions. We’re in 24R2 with a few weeks to go before we are ready to upgrade. On a side note, the error does not occur in our 25R2 sandbox. Thanks! 

Anyone know of way to search for a customer location in a GI.  In a report it’s simple because you can the customer and location in report parameters.  AI generated a completely wrong solution saying use Location.LocationCD but Location is a 2 part key of BAccount and Location ID.  For example, showing all payments for a sales order I can pass the customer and location to the GI but for the GI as a standalone query I cannot look up the location.

Hi Community,I have a report that is showing the lines of an Invoice grouped by AR Tran Reference Number. The problem above is that the total report Margin % is not calculating correctly, even though everything else is calculating correctly. It seems it is just grabbing the first Invoice Group % and bringing it down. Anyone know why?The Formulas I used in the GroupFooterSection1 and ReportFooterSection1 are all identical, and all of the values calculate correctly except for this one below for the report Margin %. Thanks,RJ

Hello,So, I have built this GI, and I add attribute to my column. I am trying to group with the attribute, but I can find it in the grouping data. Is there a way around this. This the AttributePARENTROLL. 

I have a Generic Inquiry that displays shipment information based on the tracking number that is input into a parameter. We have EasyPost integrated into our Acumatica, and we have the Tracking URL as one of the fields in the Generic Inquiry. Is there a way to make the Tracking URL link active in the Generic Inquiry so the user can simply click on the URL and view the tracking information on the EasyPost tracking page? Thank you

Hey guys, so I have built this GI and everything is working well. I want to add some colors to the either the rows or columns if possible.But it looks like because of the complex formulas I have in the Date Field it’s not working.I wanted to show something like “ if >0 apply green color”

Hi all, I am looking for a way to merge all the attachments for the transactions (for e.g., and AP Bill) showing up on AP Edit Detailed report into a PDF and link it on the same report against respective transactions. Please let me know if you have any suggestions/ alternatives for this. Appreciate your time!

***so on the worksheet pick list, some of the shipment nbr do not produce any data after Run Report****the status are completed already ***some of the shipment works in the worksheet pick list 

Hi,I’m trying to build a new Generic Inquiry to view my approvals instead of using the existing Approval screen.I’ve tried adding multiple screens as navigation links because I would like to open the relevant documents directly from the GI. However, it is not working as expected. Currently, all documents are opening through the Bills and Adjustments screen, resulting in a blank screen when the document belongs to a different screen.Is there a way to configure multiple screens as navigation links and have Acumatica open the appropriate screen based on the document type?  

Hi Everyone,I am trying to create a GI that tracks all Tasks and Activities created by the users, I was able to create one that displays both the tasks and activities, but it has a limitation, I am only able to open up the records for as long as it’s a Task, but I can’t open up the activities, I was forced to add the Navigate to as the Task screen in order to open the tasks, but I don’t how to deal with the activities,I have attached screenshots and the XML on how I set up the GI, anyone with an idea to how to achieve this requirement, I could appreciate your assistance, 

Hi, is there a setting for reports to default on the company / organisation rather than the branch?  I know this can be done by modifying each report to default on company, but if there is a setting / preference that can do this please let me know   

I have a generic inquiry containing filters and pivot tables When I tried to switch to the modern UI no results were given and an errror message “Object reference not set to instance of object” was displayedI then made a copy of this generic inquiry, published it and tried again to switch to the modern UI (without the additional filters and pivot tables) I still got the same error. The pivot tables on the original generic inquiry are also used on dashboards