Reports and Generic Inquires

Hello,I have an integration with a 3rd party EDI provider into Acumatica.I need the ability to compare the incoming EDI (derived from non-standard Acumatica tables) total amount of the EDI sales order with the Acumatica sales order total amount. Example:EDI sales order total = $50 (data stored in custom tables)Acumatica Sales Order total = $51Print this record on my new custom report because the sales order TOTALS don’t match. Discounts are involved which are causing the discrepancies I need to report. I have written a report that accurately reports the Sales Order number and the total from the EDI tables.I intend to use this as a subreport.The total is in a group footing as it sums up the individual lines of the order.This part works. I can write a main report that will accurately calculate the total of the actual Acumatica sales order.However, this too will have the order total in a footer as a subtotal.  (main report) So I have a subtotal on a group in a subreport that I want to com

I’m creating a Pivot Table from a Generic Inquiry and I have multiple rows included. In this example, I’m just pulling the Employee, Project, and Time Entry and mashing them together so we have a report that shows Employee totals and Employee Project totals. It looks and works great. But the problem is when you export to Excel and it looks not so great. The second column moves over to the blank column when the name doesn’t show (names and project names replaced with generic data). Is there any way to stop this from happening? I would expect it to look more like this considering this is how it looks in the pivot table: Anyone have any suggestions? Or is this just a bug?Editing to add a quick note: I could do this in Report Designer with a Tabular Report which downloads nicely to Excel, but then I can’t have a total on the far right side.

Is it possible to restrict/hide export of a report created using report designer?  

Good afternoon,I am working with an email template that contains a dynamic link to a specific employee timecard. The link looks correct in Outlook but clicking it takes me to the oldest record I have access to rather than the one specified. I used the “Get Link”>External feature from the record I needed and then added the TimecardCD to the end of the link. My link the in the email:[site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=((EPTimeCard_timeCardCD))This correctly displays in the sent email as: [site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=0000040Hovering over the link in email also shows the correct URL. When I click the link, the URL bar briefly shows the following:[site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=%E2%80%8B0000040And takes me to timecard 0000005 instead. We are using the modern UI in 2026R1. 

For reports, Acumatica provides a Report Reference that lists each predefined report, the module it belongs to, and what it is used for. Is there an equivalent document for the dashboards that ship with Acumatica ERP?

Hi, wondering if it is possible to create a GI that shows current year vs last year’s data? Attached is a sample GI that shows current year’s figures. How do I add last year’s data to compare them? Once working, I will need to add it onto a dashboard.If this isn’t possible, I’m thinking creating a new GI with last year’s data and add it onto the dashboard beside the current year.

Hello Experts，Do you  know whether Acumatica dashboards support the following combo chart​ in a single widget? Looks like belwo chart on the pic.X axis: month Columns: Quantity, stacked (or clustered) by item, showing each item's Qty separately Line: Sales amount, on a secondary Y axis​ (Sales and Qty are on very different scales)If not natively supported, please advise on the recommended alternative.Thank you. 

Has anyone figured out a way to bring in Inventory Allocation Details to a Generic Inquiry? I would like to add InventoryAllocDetEnqResult.RefNbr The DAC Schema Browser shows “Nonexistent in DB”

I am in purchasing for our company and purchase products for all of our branches (warehouses). What I am looking for, because I don’t see this functionality in Prepare Replenishment, is way to see for a specific vendor what all the branches' needs are on one screen without changing warehouses.

Hello Acumatica Support Team,We are encountering an issue with inventory label printing misalignment when using DeviceHub to send print jobs to Zebra thermal printers. The labels are triggered from Acumatica during the inventory receiving process and are based on custom reports designed in Acumatica Report Designer.Label Specifications:We have created three custom reports with the following label sizes and formatting: Large Label: 3.00” x 4.00” Medium Label: 1.25” x 2.75” Small Label: 1.00” x 1.50” All layouts include spacing of 1/16” from the top and 1/8” from the bottom, with no left or right margins, to match our physical label stock and printing requirements.Issue Description: When previewed as PDF within Acumatica, the labels render correctly and align perfectly with the defined dimensions. However, when printed via DeviceHub to Zebra printers: The output is vertically misaligned (e.g., content printing too high or too low) There is noticeable deviation from expected

Looking to make a report that will print on a Zebra label.The only report parameter I need is Item # (InventoryItem.InventoryCD) and the the user should be able to select a single Item # for printing.This is the end goal - a 4”x6.75” label with the Item ID and Item Description.Need to be able to select and print a label for either Stock or Non-Stock Items. The report I’ve created gives me a look-up option for the item but when run the report, I get a label for every item in the system (and this is not my intent). I’m learning Report Designer through trial and error and this request seems so simple, yet I’m stumped. Any help would be appreciated.

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? 

Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the time components.  I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition.  I also had to make an adjustment for UTC, which works differently between the GI and the Report.  GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick.  Has anyone else encountered this requirement and possibly found an easier method to provide the functionality? 

I'm configuring dashboard with 'Employee' parameter and Widgets which display data from my GIs depending filtered by this 'Employee' parameter.Here are screenshots of current parameter settings and example of filtered widget settings.For the context 'Approver ID' is field EPApproval.ApprovedByID.I want by default to have current Logged user selected for 'Employee' parameter, but when I set its default value to @me the value on Dashboard page just gets value @ME and not current logged user. Could someone help fix this?  

Our bank is transitioning to using Payee Address as a field used in Positive Pay for checks.Does anyone know if there is a report that would yield:Check numberAmountDatePayee AddressThank you in advance!Cher

how can I get a summary of business account activities based on specific date or dates.

Hello,I have added the Mass Action Release to the GI Reconciliation Statements, but when attempting to release, the following error occurs. Unable to cast object of type 'PX.Objects.CA.CARecon' to type 'PX.Data.PXResult`1[PX.Objects.CA.CARecon]'. at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.CA.CAReconEntry.release(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass36_1.<PerformAction>b__2(GenericResult rec, Int32 index) at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass35_0.<HandleProcessingExceptionsFor>b__0(GenericResult gr, Int32 i) at PX.Data.Maintenance.GI.GIFilteredProcessing.HandleProcessingExceptionsFor(GenericResult item, Int32 itemIndex, Func`3 action) at PX.Data.Maintena

Hello everyone in the community,I am working in the Acumatica Report Designer customizing the Accounts Payable report AP632500.rpx (AP Vendor Summary / Details). I need some help to solve a total accumulation issue with USD amounts in the group footers.Technical Context & What We've Done So Far: Currency filtering (CuryID): We modified the detail cells for the Monto USD and Saldo USD columns with a conditional so they only display data when the document is in USD and remain empty (Null ) for peso (MXN) vendors, avoiding visual duplication. Sign inversion: We applied logic to subtract documents of type ADR, CRM, and PPM. Current formulas in detail cells: Monto USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegister.DocType]='PPM', -1 * [APRegister.CuryOrigDocAmt], [APRegister.CuryOrigDocAmt]), Null) Saldo USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegi

Dear ALL,Is there a DAC in Acumatica that provides the opening inventory balance (ideally by period or date) for an item by Lot/Serial number without requiring customization?Specifically, I want to create an “Inventory In-Out-Balance Report by Lot/Serial” for each item by Lot/Serial number for any desired time range, as shown below. To create this report, I need a field that calculates the opening inventory balance based on the specific reporting period.  Best Regards,NNT

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.