Reports and Generic Inquires

Greetings, I am trying to work though something, but I am hitting a bit of a wall. This is the request of a client. They have a simple AR tran inquiry but instead of pulling all the records, they only want to pull the most recent ar tran line per customer. It needs to be accurate for that line, so I can’t do any grouping since the values don’t generally fall within the min/max/average solutions.

I’m trying to turn the attached Table into a GI, however, some of the fields I’m not sure how to convert. I’m not even sure how the fields “=IIf([@ReportFormat] = 'D', $TotalQtyByLayers, $TotalQty)”/ “=IIf([@ReportFormat] = 'D', $TotalCostByLayers, $TotalCost)” or how they would be reproduced in a GI? Is there a possible way to create this?

Hi,I am trying to create a GI for the Top 10 products sold by quantity based on a successful and similar one being Top 10 products sold by amount.The sum of the quantity is not being sorted correctly. Refer attached screenshots of the scope and the result. I have also attached the GI xml file.The total quantity column is not arranged in exact descending order, which needs to be corrected.Any help would be appreciated.Thanks

Hi,We have a requirement to see the exact unit cost of the items which has been recorded in the Sales Orders. These items are either lot or serial tracked. So we have used the “INLotSerialCostStatusByCostLayerType” table to get the correct unit cost based on the lot number. However, we have observed that for some lines, the unit cost column shows “0” even though the item has a unit cost. Is there any table we can use to get the exact unit cost for lot/serial tracked item? Thanks!Michelle

Hi! Is there a way to pull activity notes from the PO screen into a GI?I wasn’t able to use inspect element to find the table that the Tasks & Activities belong to. I know activity is on the CRActivity DAC, but I couldn’t relate it to the POOrder table. I know there is a Note ID field in POOrder, however I am looking for this column in the GI to display the actual body of notes instead of just the title or the note ID. Any idea if this is possible? Thanks!!

Hello! I am looking to change our inventory ID to our Vendor ID on purchase orders. I’ve seen it done using the alternate ID field but I’ve seen it done with comparing tables and using different techniques. Is it that difficult to do? Please help!Brent

Good morning community! I need a formula that dynamically changes a date range to “Last week’s date range. I want the widget that I have to always be displaying data based on last week.Any help is appreciated…   

Good Morning!I am currently working on a few forms and one of the requests is to make sure that if the discount is showing 0% to remove it from the form. The title “Discount” can still be there but the number needs to go away. Currently I have =IIF (Null ([ARTran.DiscPct]) ,'',  [ARTran.DiscPCT]) . I feel like I’m close but I know I’m missing something. This is being done on the Sales Order invoice but will also be applied to others.Any help would be appreciated.Thanks,Brent

Hello!I am required to view the items and Subaccounts which are not included any restriction group,but I cannot create the relationship to view those as a bulk (Standard inquiry shows individual items but not all at once)Is there any way that I can create an inquiry for this?Thank you in advance!

Our team is preparing to upgrade our system. While reviewing some release documentation, we came across a licensing change that we are concerned about.Our question: We would like to confirm if this change applies to ALL generic inquiries or only those that are set for the Anomaly detection?We use this feature regularly and it would be very concerning if there is no flexibility with this. 

Hi Community,Your help is needed. In 25R1 Numeric type of Attributes was introdused. When enter the value for such an attribute, it really shows up as numeric.However, in DAC PX.Objects.CS.CSAnswers Attribute Value is stored as VARCHAR.This results in fetching an attribute value in GI as Text. When you use it in formula, you get a correct value but it shows as Text value (General type in Excel spreadsheet) instead of Numeric.I can get the same attribute value from the correspondent entity DAC (PROJRATE_Attribute) where it is represented as numeric, but it cannot be used in formulas due the error: The virtual field PROJRATE_Attributes cannot be used in a condition expression.Any ideas on how to overcome this obstacle? Any workaround?

Hello,I’ve gone through so many readings and videos and i still do not understand how relations work and how to see which parent childen to use.Example: when i enable INSite, it breaks all of my SO objects. and vise versa. I get get them to show on their own, but never together. Which relations would i use to get SO to talk to SO and print the warehouse its assigned to?Is there a resource that’ll explain relations and how they work together? I’ve used the Merged DAC Relations page and the inspect elements to match them up. This worked to get the SOOrder to stop duplicating..but i cannot figure out this INSite portion..The DAC relations are pages and pages long with no explinations

I have a report where I am trying to use the [PageOf] formula, but it only shows “1 of 1” on every page.From searching the forums, I’ve found the following:[PageOf] must be in the pageFooterSection Page footer ProcessOrder must be set to Always Textbox containing [PageOf] must have ProcessOrder set to WhilePrintAll of these criteria are met with my report, but I am still getting “1 of 1” for every page.

Added this formula in the generic inquiry This error appears when trying to view generic inquiry. not sure what does this error means

Hello Community,I need advice regarding a customization we applied on the InventoryItem DAC. Initially, we had a custom field UsrUnitCost defined as [PXDBString], so in the database it was nvarchar. Later, I changed it to [PXDBDecimal] and republished. This altered the DB column to decimal. Recently, I changed it back to [PXDBString] because I wanted to show values like 20.33 BOX. Now in production, I’m seeing errors such as:The entry form (ID: IN202500, title: Stock Items) cannot be automated. An error occurred during processing of the field Unit Cost: Specified cast is not valid. How can I unpublish only one customization to check whether the error goes away or not? This works fine in sandbox but in production this issue occurs 2 days after publish. I have atttached the package. Thanks

We went from 2023R2 to 2025R1 (25.101.0153).  I had a request to check a report parameter, but I am getting ‘Authentication Failed.  The user with the given login and password was not found in the system.’ when I attempt to open Report Designer.Upgraded Report Designer with the 2025R1 Acumatica Tools. Verified my user(s) have Report Designer Role My Site URL didn’t change. The user name and password did not change and work in Acumatica. I switched my URL to my local sandbox with the same results.Any guidance?

We are looking at the use of Ai to extract data from our production orders and put out in a BI tool the work that each work centre is working on, the current amount of hours done, and whether they are on target or not.Has anyone done this yet? and if so, what tools were found to be the best for doing it?

Whenever TaskID from PMRevenueBudget is included (either in the join to PMProformaLine or referenced in grouping), the report intermittently fails with one or both of these exceptions:If I remove TaskID from the relationship or from the grouping, the exceptions go away but then I can’t bucket by 001/002/EXTRAS (My first segment of my task 001-000-00 etc.) and lines don’t reconcile correctly. Is there any known limitation in Report Designer that prevents using PMRevenueBudget.TaskID in a dataset that also includes PMProformaLine/PMProformaProgressLine, even with explicit key joins? Is there a supported bridge I should be using instead of joining PMRevenueBudget → PMProformaLine on (ProjectID, TaskID, AccountGroupID)? (e.g., a projection or a different DAC that exposes the budget/pro forma mapping without triggering GetBudgetLineKey?) Has anyone shipped an AIA-style report that lists budget lines and pulls pro forma progress per line? If so, could you share the exact Schema Builder r

Ok, I don’t know if this can be done. We need a email notification template that can display the full or partial output of the GI within the body. This can be a GI that the business event is based on or it could be a completely separate GI. The idea is not to have to run the GI, or even have a link to the GI. If the output of the GI can be embedded as a PDF or excel that could also work. The business requirement here is to deliver nicely formatted report based on the data from the GI and delivered to specific recipients on a recurring basis. An excel formatted report will also work, but how do you get the excel template into the email notification and yet have the output of the GI go into the excel via Odata?  can it be done?

Since the design of Blanket Purchase Orders requires sending child orders with different PO reference numbers. My thought was to just create a different PO version for Blankets that states somehting along the lines “a series of purchases are promised for the below material, etc.”. But, how do I use a different Purchase Order template for the different order types? The system does not seem to distinguish between different purchase types and references the same report version. I feel this is confusing on our vendors not knowing a different PO # is being used to call out the releases. If there is a better way, please let me know. 

I have a customized report . I have two users and both users have the same roles assigned . Both have administrator access. Both are able to open the report but only one user can see the data in the report, for the other user the report although opens there is a no data. Basically the report works for one user and for other user the report is blank (it opens). I have tested with the same document number to open in the report.Is there any setting ? I want to make this report visible for both.

I’m building a scheduled Business Event to send vendors a consolidated PO status update. The Generic Inquiry and subject line tokens work fine, but the email body is always blank — even if I simplify it to just <p>Test</p>.Has anyone else seen this behavior?  So, I’m working on a scheduled Business Event that groups Purchase Order lines by vendor and sends each vendor a consolidated notification email. Generic Inquiry: OutstandingPOLines Business Event: Trigger by Schedule, “For Group of Records” grouped by Vendor.AcctCD Notification Template: Includes branding, explanatory text, and a <foreach> loop to list all PO lines per vendor. The goal is: One email per vendor (instead of one per line). The body should include a table of open PO lines. IssueThe Subject line renders correctly with tokens like ((Vendor_acctCD_description)), but the body is completely blank in Email Activity and in Outlook. Even if I remove all tokens and leave only <p>Test</p> in

I created a generic inquiry that is a custom WIP report that pulls data from the construction module -PMProject and PM Budget Tables.  I wanted to add a column that shows payment made to date for each project.  To avoid it duplicating the contract amounts etc for every invoice, I create a separate GI that just provides a list of Active projects ID, Description and total amount paid to date.I added the GI above to my tables for the WIP report but what I can’t figure out is how to link them in the Data field Links for Active relation window.   The parent field is would be contractID but in the child field there are no options for the GI Table.  I tried just ContracID or picking the PMProject.ContractID field which is on the GI being used as a table but all I get is error messages.     

Please advise How to add a border to a Picture box in detail section.Tried but cannot visibly seen a border line in report.  

Is there a page or a link to all of the report templates? I accidentally saved over one and am trying to get back the original AR632500.rpx template