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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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HarshitaCaptain II

asked in Reports and Generic Inquires

How to join PMProject & PMRevenueBudget tables?

Hello all,i have been trying to create a join between PMProject & PMRevenueBudget tables but not able to do so. Can anyone guide me out in establishing join between these 2 tables? Tried it via PMProjectRevenueTotal, PMTask but didn’t get the required results.

11 days ago

jdunmireFreshman II

asked in Reports and Generic Inquires

GI: Stock Item Quantity per Location

We have a bunch of stock items that are physically stocked in multiple locations between our Warehouse and Factory. Is there a way to create a GI that can show the Inventory ID, a totalized On-Hand qty, and its breakout quantities per the location its stocked in? I tried to use the InventorySummaryEnquiryResult table to pull in the Location IDs but no dice. Anything would help! Thank you!

12 days ago

tfacemyerFreshman I

asked in Reports and Generic Inquires

How to join PMTask table with PMRevenue Budget table so it does not duplicate lines in report?

Hello,I am trying to pull the “CuryRevisedAmount” field into the PM632000 report. I added the PMRevenueBudget table in Schema Builder and now it duplicates lines. I cannot confirm this, but it appears that when the billing rule is TE, it duplicates the task and adds the “CuryRevisedAmount” data from the Cost Budget on one line, and from the Revenue Budget on the duplicate line. I am only after the revenue side. Any ideas? Thanks!

12 days ago

thaydenFreshman II

posted in Reports and Generic Inquires

Bulk Update Salesperson on Customer Records

Sanity check post.Going through all my options within Acumatica I have found it lacks the support around bulk updating customers and the salespersons linked to it. My first attempt was building a GI or using the Customers GI and enabling mass update. This did not work as Salesperson was not an available field.Next step was I saw a couple post on using an import scenario that could update the salesperson and use of the " <Line Number> = -2 " to delete the existing salesperson. That would of gotten me close but still felt that was not very easy to accomplish for most with the system.The solution I landed on was developing code to call the Customers Endpoint and expand to include Salespersons.https://YOURURL.acumatica.com/entity/Default/22.200.001/Customer?$expand=Salespersons&$filter=CustomerClass eq 'YOURCUSTOMERCLASS'I added a filter to give me all customers within a certain class as we have our salespersons aligned to customer classes. From there I looped through each custom

12 days ago

safetynetwebJr Varsity II

asked in Reports and Generic Inquires

Payment Method after creating payment processor

Hello, I’m creating a new payment plugin to do integration with cybersource,I created the payment plugin and added the payment processor succssfully but the problem is that I can’t add a payment method linked to this new payment processor, please see attached imagesUnder the processing center payment method tab, there is no payment methods when I go to fininace → payment methods and then add a new payment method I can’t find the new processing center under the payment method idnot sure what is missing? the acumatica docs are not helpful so I’m not sure why it doesn’t show any payment methods availabe, is there anything I miss to add to the payment plugin, thanks in advance

12 days ago

ltussing03Captain II

asked in Reports and Generic Inquires

Report Designer print landscape on a 4x6 label

Hello,I have a custom report to print a lable. The physical label is being printed on a label printer. The label is 4” wide by 6” tall. I want to print the label landscape as the items on the label are wider than they are tall.I was hoping setting it to 4” wide and Landscape would accomplish this. However, it does not. If I select portrait when printing, it prints the label information at the top of the label and does not turn the items 90 degrees to be properly aligned on the label. Items are squished and use about half the physical label.If I select Landscape when printing, it does turn the items 90 degrees as desired, but does not expand out to use the entire label, it squishes it use about half of the physical label.

12 days ago

mna10Jr Varsity III

posted in Reports and Generic Inquires

showing AR credits and AP debits as negative numbers in GI by default.

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future?

12 days ago

jhoncandare04Freshman I

asked in Reports and Generic Inquires

Customer Attributes in Acumatica Report Designer relationship

i want to display the attributes on my report i cant find his relationship to the customer 😅

13 days ago

yolandmorin93

asked in Reports and Generic Inquires

Filters on selector are not available in GI

Hi,Selectors for which, the ‘Filterable’ property has been set to ‘true’ on a PXSelector, allow users to define their own filters in selectors when using Acumatica. For example, this is the case for the selector that allow to enter/select a purchase order number (see below).However, this does not seems to apply on GI, when the same field is used as a paramater on a GI.Does someone ever notice this behavior ? Any idea on how to fix this ?Best regards,Yoland

13 days ago

dwijebandara26Jr Varsity III

asked in Reports and Generic Inquires

Created Time in Generic Inquiry with current time zone

Hi, I’m trying to create a current time with =Now() and =NowUTC() for the UK time zone but GI gives me the same result for both functions. system not calculate daylight savings.I ran the GI at 11.40 am local time but GI gave 10.40 am for both =Now() and =NowUTC(). Please help to fix this.Thank you.Desh

13 days ago

aiwanCaptain II

asked in Reports and Generic Inquires

Report to Report Redirection Issues

Hello guys, I am having an issue with a report I am modifying in preparation for a new process improvement project we are undertaking.The report in question is our manufacturing call off report with then redirects to our label report to print the labels for the item to be manufactured.When I click the redirect:It takes me to the report desired however, it is blank:However, if I go into the parameters, leave them as is, and press run report, the report prints as expected, with the parameters set from the redirect in the call off reportHere are my Params:Call off ParamsLabel Params

13 days ago

sathish80Freshman I

asked in Reports and Generic Inquires

Upgrade Version Invalid Column Name 'Branch.OrganizationLocalizationCode'

Dear All, Upgrade 2023 R2 Version I getting this error while run report, anyone can help to solve this issue

13 days ago

dmaxwellFreshman I

asked in Reports and Generic Inquires

Calcuated Field in a Pivot Table within a GI

Does anyone know if there is a way to create a calculated field in a pivot table GI within Acumatica? Am trying to sum totals sales / costs / margin and margin % by various objects. My GI has each of these at the row level, but when summing in a pivot table, margin % is obviously not correct. Pivot function seems to support % of row / column, but not % of a specific column (ideally would just sum margin / price for %margin). Any suggestions, greatly appreciated.Thanks,Dave

13 days ago

kanupindiJr Varsity III

asked in Reports and Generic Inquires

How to display Child PO Qty for items tied to a Blanket Purchase Order

We have a generic inquiry that lists blanket purchase orders information. Unlike Blanket SOs, Blanket POs do not have a Child Orders tab- making it tricky to track child POs tied to them. SOOrder table has QtyOnOrders field, however POOrder table does not. How can I calculate Qty on Child POs and have it display on the GI?The GI is not line specific it is only header specific. When I added POLine table, it replicates all the information which is not required.The below snapshot is one from Blanket SO Gi, we would like to display something similar for the POs. How can we achieve this?@lauraj46 - any ideas from you would be helpful as well! Thank you in advance!

13 days ago

NetAdmin42Semi-Pro II

asked in Reports and Generic Inquires

How to create a GI to walk the Company Tree

Is there an example GI somewhere that provides me an example of how to list all of the “child” members of the company tree based on the ParentWGID of my Employee Account?

13 days ago

jrudolphFreshman I

asked in Reports and Generic Inquires

Getting the Total Quantity on the Sales Order Invoice Print Screen - Report Designer

I am trying to pull the total quantity from the invoice screen (via Report Designer) when it is under the sales order tab (so not released yet), as some customers need the invoice prior to our Financial Director releasing the invoices. Anyone know a way to do this? I have to do the below within report designer, but the system seems to get confused when there is more than one sales orders on the invoice. Value used in Report DesignerThe value the report gives me (should be 15,234 units for this example)Pulling from this page (Sales orders → Invoices)

13 days ago

ray20Captain II

asked in Reports and Generic Inquires

Share a way to Calculate datetime intervals in GI style comlumn/Row style.

Hello, Still in 2021R2, I don’t know if latest version still having this issue.The datatime manipulating functions like DateDiff( 'd', [DateFrom],[DateTo]) can work perfectly when put in data field like below. But when you put it in styles, it would run with error “mismatch type” It probably due to Acumatica did not handle it in style columns.Luckily, we can handle this ourself. Like below:(DateDiff( 'd', CDate( Replace( [DateFrom],' 12:00:00 AM', '') ),CDate( Replace( [DateTo],' 12:00:00 AM', '') )) Firstly, you have to replace the ' 12:00:00 AM' with empty, note, a space is in front of 12:00:00 Secondly, you use Cdate to forcely convert the type.Then, you can use Datediff function as usual, no errors anymore.

13 days ago

darylbowman

posted in Reports and Generic Inquires

Referencing GI formula results for styles or other reasons

You may already be aware that when trying to style a GI column that contains a formula, you need to use an ugly version of the field name (something like this: INSiteStatus_FormulaB77428C87C3A4F5D9777A8999A0D8E43) that can be found in a variety of confusing ways. You may also need this ugly name if you are basing an Import / Export Scenario on a GI provider.I devised an easier way of finding this name by building a GI of GIs 😎Just choose your GI with the parameter and you’ll get a list of all the field’s ugly names: You are welcome to use it as well!

13 days ago

kbibzaFreshman I

asked in Reports and Generic Inquires

Display Debit Adjustment on Check Remittance

I need to display the dollar amount of Debit Adjustment(s) applied to a payment on the Check Remittance. How would I do that or is there an existing report that shows this information that can be sent to a vendor. This data is needed to inform the vendor why the payment is less than the invoice.

13 days ago

plambertFreshman I

asked in Reports and Generic Inquires

Inventory Transaction Type Codes

The quick question: Is there a list of the Transaction Type 3-character codes for inventory transactions (INTranDetail DAC) or, more generally, a way to view a field’s value before it is translated to the display version? As part of a larger Generic Inquiry that brings together a variety of inventory-related statistics, I am attempting to create a ‘Most Recent X Date’ column for several of the different transaction types, such as Most Recent Receipt Date and Most Recent Transfer Date. However, I am unable to filter to the desired transaction type in a formula without knowing the codes. [INTransfer.TranType] = 'Transfer' Doesn’t work, as the DAC Schema shows that the field is only 3 characters, but gives no list of what those codes are. I had to do something similar with Cross Reference codes and thankfully another post exposed a list of constants for those. I am also curious about how these smaller, stored values are transformed into the displayed values. It feels like I’m missing or f

14 days ago

fmrubi11Jr Varsity II

asked in Reports and Generic Inquires

Adding custom rpx report to the Acumatica Customer Portal

I am trying to add report to the Acumaca customer portal and having error as follows. Any help appreciated Server Error in '/AcumaticaERPPortal' Application.Error: You don't have enough rights on 'CR632072.rpx'.Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: PX.Data.PXException: Error: You don't have enough rights on 'CR632072.rpx'.Source Error: Line 317: }Line 318:Line 319: var pars = PXReportRedirectParameters.UnwrapParameters(passed);Line 320: passed = PXReportRedirectParameters.UnwrapSet(passed);Line 321: Source File: C:\Program Files\Acumatica ERP\AcumaticaERPPortal\Frames\ReportLauncher.aspx.cs Line: 319Stack Trace: [PXException: Error: You don't have enough rights on 'CR632072.rpx'.] Pages_ReportLauncher.viewer_ReportLoaded(Object sender, EventArgs e) in C:\Program Files\Acumatica ERP\Acu

14 days ago

JReppardFreshman II

asked in Reports and Generic Inquires

GI - Sum Function for Qty Avalilable

Would anyone know why a GI would not allow the ability to use a Sum function on a specific line for the Total Aggregate? Every other line has the ability to select a dropdown and choose a function - this is the only line which does not.

15 days ago

mtcookJr Varsity I

asked in Reports and Generic Inquires

GI to search both Contacts and Leads at the same time.

We just started using the CRM functionality in Acumatica. We were previously on a much older, on premise CRM. I have a high level sales manager who wants a GI that would allow them to search both leads and contacts at the same time. I showed them the global search but they felt it returned too much data from all aspects of the system to be useful.What I would like is to create a GI that did a Union or something like it on the Contact and Lead tables that would allow a simple search by Display Name (Contact table) / Lead ID (Lead table). If anyone has any insight on how this might be accomplished or if there is some other approach that will allow for simultaneous searching of Leads and Contact I would greatly appreciate it.

15 days ago

BrendanLJr Varsity III

asked in Reports and Generic Inquires

Check with remittance form $Source00 = 'T' meaning

I am trying to figure out why the ‘Outstanding balance’ line is printing rather than =$InvcAmt00 and =$Balance00. this has not been altered since we adopted ACU so I am unsure why it is behaving strangely with a specific check. does anyone have some information on what it is looking at for that visibility expression line in the title?

15 days ago

kevinstudentFreshman I

asked in Reports and Generic Inquires

Historical Inventory Valuation shows zero quantity items with a cost

Hello,Long story short, I have certain items that have zero quantity, but are still showing a cost both on our inventory reports, and the GL. This is from the Historical Inventory Valuation report - in aggregate, it balances to the GL. There aren’t any other issues with Warehouse/Branch/etc - it all relates to the costs not clearing properly.Here we can see where it starts. We receive 7 of this particular item for $85.11, but when it’s sold, it’s relieved from inventory for $81.81, leaving the $3.30 with 0 qty.The next month we can see that $3.30 carries through. Looking at the Inventory Transaction Details, the purchase in August matches the Inventory report, but it shows an ending unit cost of $8.31, vs the $8.86 (53.16/6) unit cost on the reportThis is just a single example that’s easy to see on an item that goes to 0 and up again, but it’s pervasive across our inventory IDs.Certainly not impressed that our inventory reports aren’t reliable and the system is messing around with o

18 days ago

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