Reports and Generic Inquires

Hello,    I want to arrange the layout into two left-right sections on a single page in the Report Designer like below. Is there a way to do this?   I am thinking of subreport, but the point is how to pass/seperate the parameters?  To make left show 1-20 items, and right show 21-40 items?

Trying to recreate a form we have been using that is manually created and maintained.  The data we need for the form is all in an Acumatica Project or related tables.We have a need to render a series of checkbox fields from the project on the form with custom CSS to display a different design of a boolean field (0/1).When the field is checked the output should be a Green Box with the word “YES” in the middle.  If it is not checked, we want to show a Red Box with the word “NO” in the middle.Doing some research I’ve found references to using an embedded image and creating picture boxes for the YES and NO images. This works with two picture boxes for each field, one for YES and one for NO.  They are both visible = false and using a Visibility formula you set the correct one to visible based on the value being 0 or 1. It would be nice to change the source of the image dynamically based on a formula using fiWe have a dozen or more fields we need to do this with on the report/form and to cre

I am trying to modify the canned Shipping Confirmation report to include a “Sold To” section that would show the location info for the customer who “purchased” the goods as the report already displays the “Ship To” info which is different at times.When I started to add in Customer.AcctName into the Expression Editor, upon validation I got the following error message:The expression contains an invalid name. ‘[Customer.AcctName]’ I realize this needs to be setup in the schema builder, but so far, each time I try to modify a link or add one even, I break the entire report. Any help is welcomed!! 

In this ‘Location’ tab I have a problem with filtering the column.Anytime I filter the column to what I need.This is the result I getit is very clear that HYDFLOOR 1 is in the columnIt only happens with the Location column. The location is been pulled from INTran 

Has anyone come up with a solution to automatically email the contents of an Acumatica Dashboard as a PDF attachment? I think it would be cool to automatically deliver the information in Dashboards to users via email without them having to login to Acumatica.

Hi, we’re trying to access external images in our local acumatica instance using report designer but it is not showing. here’s how we did it:  

I’ve set up a business event to send out a report (attached below) once a week with a list of people. The report works fine when called on the site and brings up the right data, however, when called via the pictured Business Event, it produces a unique file (numbering in the hundreds) for every single client in the table, including the ones that should be ignored by the filter. I’ve attached images of the Business Event and Email template in addition to the report. Any help on locating the source of the issue?

I am trying to use a UDF attached to the customer for a numeric field (1-10) to subtract days from a date field (=DateAdd([SOOrder.RequestDate], 'd', -[Customer.AttributeCUSTRANSIT])), If I use a Number in place of the Attribute this works fine, I need to have the attribute value so this is dynamic by customer order. (Note: I am already using Lead time for another function, and this is a separate calculation). I have tried all the operators and cannot get anything that will use the attribute field in the calculation. I am open to any suggestions!

I’m kind of lost on how to use OData with parameters on url using postman. Hoping someone could help me to make this work?​​​​Thank you

how to create a report to see history purchase by customer. i’d like to choose the customer and see all alternative id’s he bought. Maybe so and invoice can be included but main thing i’d like to see all alternative id’s per certain period of time. 

HelloWhen a file is uploaded as an attachment, is there a way to get a warning if the file being uploaded has the same name as one already in the file list? If I upload another file with the same same as below, it will just overwrite the file, while getting rid of the previous file.  

Good day, We are trying to recreate the Expense Receipts EP301010, where the list has a Filter for Employee ID or Claimed by ID, like it does under the system screen, but on a GI, the table EP.EPExpenseClaimDetails which tehcnically has all we need to create the GI does not work with the @ME under the EP.EPExpenseClaimDetails.EmployeeID, the report does not filter by the @ME, do you guys have any idea why is not working? 

hi,I'd like to create a report for incentives for sales staff.it need to be by supplier & specific products with product ID,Description,Cost & sell for each salesperson.Any assistance will be appreciated

We are running Acumatica 2023r2 23.217.0011.  On the cases GI, we updated the conditions to only show your cases, cases assigned to you, or cases assigned to your workgroups.This is working correctly.Now for filtering on both a dashboard and on the GI, I want to show cases assigned to your workgroups that are opened. For some reason, this shows all cases that have a workgroup assigned. The one test user is not a member of the workgroup or parent workgroup, the filter shows all cases. They have 14 cases, with 9 opened, and it shows 9 on the Status does not equal closed, as well as in this filter. Am I missing something here?

I am looking to get the “CreatedDateTime” for when a customer was created. From my research i see you can use conditions like @today or @month. However, I cannot get my data to filter to those dates.  When I have this condition turned off; my data pulls and groups correctly.However, lets say I want to see customers orders for customers created in the past month. I know from looking at the data we have two new customers in Oct.I think i may be referencing the wrong table though as I had to pull this info from another GI to see where they pull from. When looking at the audit history of the customer to determine when they were created; the element inspector has it’s data fields blank.  

In a GI, when I join InventoryItem to INLocationStatus and output the InventoryItem.InventoryID and INLocationStatus.LocationID, I get a list of every location that that Item has ever had inventory in, even if that location no longer has inventory in it.Is there a way to clean these up or filter old locations out for a given item without simply excluding QTY zero?

We have address fields on a lot of paperwork and instead of going through each one and amending the formula, is there a way to format the field.  When we have a number field I know that you can set the format with the number of decibel places in the format box etc, and I'm hoping its the same for text.I have tried just simply adding UCase to the format box but it didn't work.Thanks 

Hi everyone, I've hit a strange issue with copying Generic Inquiries (GIs) on our production site (v2024.1).The Issue: When copying certain GIs using the standard Copy/Paste from Template function, several table Aliases fail to paste through into the new GI's Tables tab. This results in the error: “a table with the alias [name of alias] cannot be found” because the fields in the Results/Conditions tabs lose their table reference.What I've Ruled Out (or think I have): I recognize the common causes (Copy/Paste bug, Custom DAC synchronization, Site Map conflict). However, the critical and confusing finding is: The issue occurs consistently in the Production Site where certain Alias names are in play, e.g. “WIP”, “DTC”, “TimeActivity” as example. The exact same action, using the same GI on a Sandbox environment (same v2024.1, same customizations, only older data), works perfectly. Request for Help: Since the environments are virtually identical in terms of code/version/customizations, th

We have a business event that notifies the salesperson every time they are added as a salesperson to a customer. This business event is sending an email notification to the salesperson with the customer that has been assigned to them. The salesperson is currently on the “To” list on the email template, however, they are not receiving the email. Below is an email that was processed: The person on copy is only receiving emails. We are using Users table to pull the salesperson’s email addressNot sure what is causing this to appear blank. I have attached the xml file of the GI, BE to this thread. Please advise, what am I missing here. Appreciate your help in advance. thank you.

Is it possible to change the background color of a field in a report based on its value ?The values are predefined in a dropdown, such as 1, 2, 3, and 4, with corresponding labels.I need the field background color to change as follows:For value 1, set the background color to red. For value 2, set the background color to green. For value 3, set the background color to yellow.How can this be achieved?When the value changes, the color should also change accordingly. 

So i am build this report in the report designer.On this report the data type of {SOPackegeDetailEx.CustomRefNbr1} is a ‘string’.For some reason it's not working in the ‘sting’ mode but the moment I change the data type to “integer” it works.I check the data source of the data and it is “string”.I am not sure what i am doing wrong.this is the data source. 

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.