Reports and Generic Inquires

Good morning allI have just realised that my Description on AR invoices, that have already been posted is incorrect.  Is there anyway I can change it, without having to reverse invoice etc.  I need it to say 2025 not 2040…..thanks heaps  

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appreciated.Thank you in advance for

I am working on a GI that will evaluate the Labor Price on our quotes and display on a SidePanel Dashboard whether the price matches the required amounts.  There may be a more elegant way to achieve this but we are doing things a little manually right now with quotes and pricing.We have two Non-Stock Item Numbers that will be used:12974 - Install Labor12976 - Install Travel What i would like the GI to do is evaluate a Project Quote and “add up” all the Quantities for these two line items. They may be in the quote once or twenty times.  If the total is greater than 8 then the labor price on each of these lines should be 100 and if it is less than 8, it should be 110. I have it evaluating each line but cannot get it to evaluate the SUM of the all the lines.  I have attached my GI for reference.  Any help would be appreciated.   Acumatica 2023 R2Build 23.210.0017 Customization: AcumaticaESignIntegration23.213.0,DXCustomLoginImages,SWKSidePanel,AFS0030[23r2][122024],AMO0011[23R2][052324],S

Does anyone have a good setup for an On Time Delivery Generic Inquiry? We are trying to decide the best way to do so and looking for ideas. Currently, I have a Shipment Performance generic inquiry that shows total days late for individual Sales Orders that have been completed, but I’m hoping to work in current open orders that are past due.

I create generic inquiry group by inventory id after group I want to filter Qty.On.Hand <= Reorder Point (this is the aggregate field)

I have having an unreal amount of difficulty with something that I believe to be super simple. I have a Gi that is showing me, for each BOM FG Item, how much of each component is required. And taking into account how much is on hand, it shows me the most FG I can produce with what is on hand. I would really like to also show the grouped Max amount I can make, meaning, If I look up an item that has 4 components, each component will show the most I can make with that Item, and then also the lowest quantity out of those 4. So the item that is limiting me making more, will show the same quantity in both columns.  To do this I made an identical GI that is just grouped by the BOMItem.InventoryID, and the buildable quantity is set at MIN for aggregation. Then I pulled that GI in as a sub GI, and related it through the same BOMItem.InventoryID.  This screen worked until the new 2025R1 upgrade came through, and now it is broken in a weird way. My GI works originally when you choose a inventory

The ones i have in mind areCreate Purchase Orders - POFixedDemandApprovals - EPApprovalProcess.EPOwnedThis is for dashboard purposes

In my GI, I have multiple columns using the same schema field to format into whole numbers with commas. However, on the Total Aggregate Function, one maintains that format, while the other two do not.    The only difference in these fields that I can think of is, the one that is working is a calculated field from this GI, where the other two were calculated on another GI and then brought in as a data source, but I am not allowed to bring over extra schema fields/formatting if I use a GI as a data source.   Does anyone know if there is some way for me to do this? I really wish the total aggregate function just matched the same schema field since it is on the same results grid row….  

On our purchase orders for outwork/subcontract work we want the PO to show the production order number.  Our production order number is alpha numeric.I have tried using the following in the visableExpr field but they all cause errors: [AMProdOper.ProdOrdID]=0 [AMProdOper.ProdOrdID]=’’ IIF statement  (this is my first time using the community for help so im hoping ive done it correctly :-) )  

 SM208000 - Generic InquiryAt Generic Inquiry screen we have field “Row Style” which helps us creating GI styles due to our template.  I want to create a similar field that, instead of affecting the GI, applies to my custom table. I’ve managed to copy the field and its smart panel, and I even made it possible to select fields from my table. However, when I click OK, the style is not applied to the table.Is it possible to implement this functionality? If so, how can I do it?More details on what I have done: The field and smart panel are similar to those on the Generic Inquiry screen. I copied the DAC field, its definition in the ASPX file, and also added my own method in the ASPX.cs file. DAC field: #region RowStyleFormula public abstract class rowStyleFormula : BqlType<IBqlString, string>.Field<rowStyleFormula> {} [PXDBString] [PXUIField(DisplayName = "Row Style")] public string RowStyleFormula { get; set; } #endregionAspx:<pxa:P

Hi,I created a custom Payment/Receipt report, but the Payment Reference Number parameter is not working. I’ve attached the report .rpx file and a screenshot for reference.Could someone please advise what might be causing this and how to resolve it?   Thanks 

Hello, We’re experiencing an issue in Acumatica...When i go to Receivables > Customer Statements > Run Report., the PDF toolbar used to show Print, Send, and Export buttons. But now the Send button is missing. Has anyone else run into this or know a quick way to fix this? Been trying to figure this out for hours 

I have a dashboard with a scorecard tile that gives an invoice total for the current year. It is set up with parameters for date so that if the user onlys want to see the invoices for February, they can choose the appropriate dates on the dashboard. Then there is another scorecard that gives the invoice total for the previous year to date. It also has parameters so that the user can choose the dates and compare invoice total to to the same month last year for example. I have added a trend tile and it updates based on the salesperson selected, but does not update based on the dates selected, so that if the dashboard user selects February of 2022 and February of 2023, the trend tile still displays the trend for all of 2022 to all of 2023. Is there a way to configure the trend tile to also consider the dates selected by the user of the dashboard and give a trend for February 2022 to February 2023 if that is what the user has selected? I have selected last year as the period to compare.  

After the update my GI is not found. Can get help. I try locating it in the site map but It,s not there.  

We use the realtime sync to push new sales orders from Shopify into Acumatica when they are placed. We do not export sales orders from Acumatica back to Shopify.This works great, but the Shopify connector is also syncing orders back into Acumatica whenever the order is updated in Shopify.This is a big issue because the re-sync of orders overriding our changes to sales orders made during order processing in Acumatica.Here's an example:An order was placed and sent to Acumatica at ~8:40am Our rep processed the order in Acumatica and made changes to the order. After, they merged the account on the order in Shopify with a dupe. This change to the Shopify order made the connector see that the order was updated in Shopify and re-synced the order at 11:59 AM. This re-sync of  the order wiped out the changes that we made to the order in Acumatica after it had already been shipped.We need the connector to do the initial sync of new Shopify orders, but NEVER update the order in Acumatica again.I’

I am trying to create a report where I want to filter Receipt numbers based on the Vendor.I attempted to use the following expression:=Report.GetFieldSchema('POReceipt.ReceiptNbr,VendorID')But this is not working - the lookup does not return the expected receipt numbers for the selected vendor.My goal is to allow users to select a VendorID first, and then the ReceiptNbr dropdown should only show receipts that belong to that vendor.Has anyone implemented this kind of dependency between parameters (Vendor → ReceiptNbr).Any guidance would be appreciated.

We are having issues tracking manual price changes on sales order lines. The business has removed the ability to manual price change from most staff but if we had proper visibility its likely we could give the access back to select staff members which would solve alot of problems created by removal of the function. There are genuine reasons why we need to manually price something and what i’d like to be able to do is exclude manual price changes by specific people from appearing in a GI. I am using a sales order by line report then using various filters to work through the data to remove lines that are ok (some of this is SO created by vs SO Line added by and if its been added by someone who is allowed to manually price it can be excluded) but I'm left with lots of lines that on face value look like they have had a manual price change but when I go into the audit trails the line has been modified by an approved person. Does anyone have a GI built or could share what needs done to allow

Not sure how this has been vetted but significant issue with report.  It will show invoices and payments for voided vouchers instead of either excluding them from the report or showing zero in the invoice and payment column.  This is when you use the summary level and is very disappointing and incorrect way to show the data. 

Hello - We are creating a generic inquiry to be able to search for Freight values by vendor and/or property, and want to be able to have the system generate the Total Freight amount depending on the filters the user selects. We have experimented with adding the ‘Sum’ to the Aggregate Function column for the Data Field usrTotalFreight, but that does not seem to be generating anything. Am I missing a step? Attached is the GI for reference as well. Thank you!!  

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.