Reports and Generic Inquires

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 

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?