Reports and Generic Inquires

I’m struggling with a problem.  Whenever our Internal Sales Order (repurposed the regular SO form) goes to a page 2, we lose Order No, Order Date and Customer ID value.I am running it with the parameters for a single invoice.  Thoughts?Page 1Page 2  

We started looking at Dataself recently.  We have been doing a “roll your own” data warehouse for reporting with PowerBI, and it’s been painful.  The PowerBI side is great, but we’re working with our MSP who has some knowledge of ETL and data warehousing, but no knowledge of Acumatica dataWe have a Dataself demo later this week, but I’m curious about the communities thoughts.

Hey Team,I made a nice little dashboard for the storemen to reference. Then i noticed it wasn;t showing for them, it just shows padlocks. I’ve tried all of the access by … Rights/user/role - But cannot seem to make it visable for them. I essentially use one GI for the whole dashboard. AttachedCan anyone shed some light, i can;t see why they wouldn’t be able to see this data given they have full use of the salesorder/shipments area.   

Our Purchasing Department has put notes in each line of a test Purchase Order. When using CTRL+Alt the Inspect Element shows that the field is POLine.Transactions, but, in the Report Designer POLine.Transactions does not appear and there are not child alias’ by the same name. I have been through every Note field that the Report Designer has in the tables that come with PO641000 and none of them has the data that was put into the Note fields.

Hi All! I had a good question that came to me today and it would be nice if this is possible with Generic Inquiry advanced filters. Is it possible to change what fields get displayed on each of the tabs that’s created using advanced filters? For example, in the screenshot below, on All Records, I would like to see all the fields that are currently here. But on the Complete Orders tab, I would like to only display certain fields. I know there is Column Configurator, but it seems like the column configurator setting applies to the whole GI, not individual tabs.  Thanks!

I have a GI that outputs SOOrder information.In the GI settings I use two date fields to do SO Created Date is between two dates. If I enter 9/11 and 9/15, sales orders created from 9/11 through 9/14 are returned, when I would expect SO's from 9/11 to 9/15 to be returned.If I do the same filtering using the column header in the report, I enter 9/11 and 9/15, sales orders created from 9/11 through 9/15 are returned, as expected.I believe the 'between' in the GI is broken. 

Hi everyone,I am facing an issue with a customized ARInvoice report (Report Designer) in Haufe X360/Acumatica.When a prepayment invoice (DocType = PP) is applied to a regular invoice, the tax section in the main report shows multiple tax lines.Example: Net amount: 30.00 € Tax (19%): 5.70 € However, in the tax section I get three lines: +5.70 (invoice tax) +5.70 (tax from prepayment) –5.70 (adjustment/correction line from prepayment application) The totals are technically correct, but for the customer it looks confusing because the VAT/Tax is printed three times (see attached screenshot). What I tried so far: Added a VisibleExpr in the tax section, e.g.:   =IIf([ARInvoice.DocType] <> 'PP', True, False) → Unfortunately this did not solve the issue, the duplicate tax lines are still there. Checked if the issue is coming from the subreport → but it actually happens in the main report. It looks like the tax section is pulling from both ARInvoiceTax and the adjustments (ARAd

I’d like to do a GI to show quantity available of stock items that is filtered by a vendor ID who has a cross-reference number for that stock item. I’ve identified the data lives in these tables but am not having luck getting the results: I either get 30k plus rows where it shows the same stock items many times over or errors that indicate my joins are off. I’m not an SQL expert unfortunately and hoping this is something that can actually be accomplished with a GI instead of custom dev.  See below for my tables, joins, and filter.   

Hello,Currently working on a formula for our stock items for our eCommerce site. We are wanting to update the title based on the picklist field called Visibility on the eCommerce tab. When it’s set to Invisible, the title should be updated to DELETE, else set the title as the Web Title attribute.IIf( [StockItem -> Custom.ItemSettings.Visibility] = 'I', 'DELETE', [StockItem -> Attributes.Web Title] )The issue we are running into is that regardless of how we set it, the formula is evaluating to TRUE and updating title to DELETE. Not sure if I’m missing something. Thanks!

Has anyone successfully created a GI based off of other GI’s as the data source? I am able to add them as data sources no problem, but I am getting “Object reference not set to an instance of an object” error when trying to join the sources. I’ve checked to make sure the fields are existent in the database on the DACs I am joining. I am joining on inventory ID from both generic inquiries. Any advice or further documentation on best practices when joining two inquiries? 

I am trying to add a $ sign to my GI. I saw this formula “ =’$’ + CStr([ARTran.CuryTranAmt]) ” in the community but there is one challenge with it. It resulted in 4 decimal places. I’ve tried a lot of formulas to reduce it to 2 decimal places per my company requirement but its not working. Is there any way to make this work.ChatGPT gave me this instructions to apply but for some reason I can't find the properties to apply the Data Type = Decimal. and format Format = $#,##0.00. 

Hi everyone,I’ve encountered an issue with invoice printing in Acumatica. For invoices that contain multiple analysis keys (subaccounts), only one key is currently printed on the invoice.I would like to display all analysis keys that appear on the invoice, separated by commas (e.g., 10, 20).The challenge is that the Report Designer doesn’t support loops or iterative logic, so a manually written expression would have to check and concatenate each line individually. This quickly becomes impractical for invoices with many lines.Has anyone found a reliable way to display all analysis keys for an invoice in a single field on the report? Any guidance or workarounds would be greatly appreciated.Thank you in advance!  

Hello 🙂, my issue is that due to reverse charge (i.e., input/output VAT handling), the line items appear twice on the document.I want to create a filter in the Report Designer to correct this duplication.Does anyone have an idea how I could solve this problem?Below are a few images that illustrate the issue.   

Hello everyone,I’m facing an issue with the Sales Order (LA) report/form where some line items are unexpectedly shown twice, even though the underlying data looks correct. I suspect the problem is related to how the SOLine and SOTax tables are joined or how the data is grouped in the report.I’ve tried adjusting the joins (like using a LEFT JOIN between SOLine and SOTax) and filtering tax records, but so far without success. Removing the SOTax join causes errors or missing data in the report.My goal is to display each line item only once, while still showing the correct tax information, so that invoices and shipment documents don’t have duplicate lines. If anyone has any ideas or could help me troubleshoot and resolve this, I would really appreciate it!Thanks so much!Pantea  

Hello everyone,I'm trying to display the Opportunity ID on the invoice form (Report Designer). To do this, I created the following join structure in the schema:ARInvoice(NoteID) → CRRelation(RefNoteID)CRRelation(TargetNoteID) → CROpportunity(NoteID)Unfortunately, the Opportunity ID still does not appear on the report.I also tried using SOOrder instead of ARInvoice, but then the line items are shown twice (I’ve tried all possible join options).Does anyone have a tip on how I should proceed?Best regards,Pantea

Has anyone had the need to display or pull the value of an entity’s sequence in the group? Specifically, I have customer that uses Customer Statements heavily and prints via an offsite 3rd party company. Their vendors printing requirements include specifying the customers print sequence as part of a sorting QR code in the bottom right hand corner. For example: 1st customer = 2 page statement / (starts on page 1)  / Sequence # 1 2nd customer = 3 page statement / (starts on page 3) / Sequence # 2 3rd customer = 1 page statement / (starts on page 6) / Sequence # 3I have gotten all other four parts of the QR code to pull, but the sequence number has been eluding me. My latest iteration is displaying everything else correctly, but the sequence part which is finally displaying unique numbers, seems completely random otherwise? =Concat( 0 ,[PageIndex], 0,[PageCount],Count( [ARStatement.StatementCustomerID] ), [@JobID])Any thoughts on how to accomplish this? 

I’m trying to create a label for parts in a specific location using the attached report. However, despite entering the parameters, or let Acumatica do it, the report remains blank. What could be the issue causing the report to not display any information?

I understand on how to embed the our company’s logo into a report, but I’m having issues trying to wrap my head around how to embed a customers logo into a report. We have three customers whereby thier logo needs to be embedded into a customized packing list for each of them.

Hi Community,I’m using a Generic Inquiry (GI) and I’ve written a formula to add slight randomization to a calculated amount using the last 3 digits of CustomerID. The formula works fine, except when Quantity = -1 in those cases, I want to skip the random cents and keep the values as-is. =Switch(    [ARTran.Qty] = -1, -1, Round(            ([ARTran.Qty] * IIf([ARTran.DrCr] = 'D', -1, 1) * 2) +             (((CInt(Right(CStr([ARTran.CustomerID]), 3)) % 99) + 1) / 100.0),            2        )) Can you any one guide please 

Hi,I’ve attached a subreport to my main report in Acumatica Report Designer. The main report loads fine(alone), but the subreport is taking a very long time to run and causing overall performance issues and keep running The subreport (TE806000) is based on tax with two parameters . Parameters are passed correctly from the main report. When I run the subreport independently with the same parameters, i work fine.I am Attaching both reports. This is my first time working in subreports. The both reports are in initial phase. only testing with few fields right now. Please guide  

Hi Team,I created a custom report. When I print an old Credit Memo, it prints correctly with no issues. However, when I print a new one, it prints blank. There are no visible conditions in the report that would cause this. Please assist if you have any solution. Below is the screenshot.print a new one credit meo  

I found this old thread that shows how to track sales order trends year over year, a part of me thinks that something similar can be done with specific inventory items? Has anyone successfully done this? My purchasing team is requesting to be able to see historical sales data of specific stock items.  

Hi everyone,I’m trying to build a Generic Inquiry that combines:OTPAPPurchaseFiltered: to show a total amount based only on FinPeriodID (Created View inSQL)TaxHistory: to show tax details for the same FinPeriodID, but filtered by Vendor and finperiodid which is from OTP in my GIMy goal is:OTP should not be restricted by Vendor — only by FinPeriod. OTP should only show data from that view based on Finperiod that user selected.TaxHistory should be filtered by FinPeriod + Vendor.I can get this to work if I join OTP to TaxHistory, but then the OTP total also filters by Vendor, which I don’t want.If I try to keep OTP as a separate root Data Source, the GI compiler drops the table (FinPeriodID cannot be used because the table is not joined).I added valid Conditions and fields in the Results Grid but still see the error.My question:What is the best practice to show independent results from two different tables with a common FinPeriod filter, when they can’t be joined directly on other fields.

How do I hide the "Files" and "Notes" columns in a generic inquiry? I don’t mean removing default visibility, I mean suppressing them from the results grid altogether.I have an inquiry related to certain employee attributes that I want all users to be able to see, but I don't want them to see notes or attachments we've placed on employee records. The inquiry is allowing this even if they don’t have access to the underlying records.I looked for a different table join that would marry the PX.Objects.EP.EPEmployee and PS.Objects.CS.CSAnswers tables without using the NoteID/RefNoteID fields, but I couldn’t figure out an alternative.

Hi, Is it possible to identify duplicate entries through a generic inquiry, If possible could you please provide a quick guide to detect the duplicate. Example - Customer order number in the invoices and memos form can be duplicated. I need to generate a generic inquiry which picks only the invoices with duplicated Customer order number.  Thanks,Dulanjana