Reports and Generic Inquires

I’ve created a SQL view/dac that returns exactly the values I need for two text boxes in my Acumatica report.The main report already has multiple tables and relationships set up, and everything else is working correctly.However, when I add my view to the Relations tab (joining it to ARTran or other tables), it changes the results in other parts of the report — likely because of how the join is multiplying rows.What I need is: To use my view standalone, so it does not interfere with the existing report data. Pull values from the view into specific text boxes based on parameters (dates, etc.). Ideally, avoid creating joins that will affect the main dataset. Please guideThanks

This formula has worked fine for months. Nobody has messed with it recently, but it suddenly doesn’t want to work. The printed form just spells out the formula text and doesn’t display the retainage percent being called. What could cause this to break itself?   

Good day,I want to send GI results in one email.  Below is the email. Right now it is sending one email for each line.  However do I get it send the GI results in one email.  I have business event set up tor run export results that feeds into the Email notification.Any assistance would be helpfuiEvan 

I am looking to create a GI that will allow our users the ability to see their requests and pull information from the Requisition and/or Purchase Order that was generated from their request. I am running into some challenges and thought I would reach out to the community…1) Our Requisitions are created by our purchasing team, thus from a request to a requisition there is no insight into who the requisition was requested by only a created user. I do see that on the requisition you can look at the Request Details and see an Employee ID - does anyone know the DAC that link these? 2) Is there an ability to create multiple requisitions to one purchase order? I ask this because if this is the case, we could have a requisition that was requested by multiple users. As the information is merged together into one purchase order I need to provide the ability to show the multiple users their requisition and purchase order information.Overall, I am working on providing more insight for our users to

in the home screen for sales quotes. When I go to do a search for a customer or quote number using the search bar it does not do anything.  

Hi,I want to create a notification template and use GI as screen but now it doesn’t list out the all email fields in the “To” field. The GI is using customized DAC and I already linked it with Users DAC but still its not showing Since I want to triggered the template using the Schedule so I cannot use others screen unless GI.  Can anyone help me. Thanks  

Hi,So, I have been trying to build this GI for Qty on Hand for every MTH. The issues is that the INLocationStatus that I have Qty on Hand table has no date in it. So, I can’t get my every MTH Qty I need. And any time I join it with INTran in the Data Sources, the Qty multiples it.Is there any way I can go around this?   

When scheduling a report template the option to add it to an existing automation schedule is provided and automation schedule conditions are added automatically, but the bracketing is missing and needs to be manually adjusted. Is this normal?  

Hi,We have a customer who added many customizations to the Submittal form, one of which is that they can add Stock Items to the Submittal. On the Submittal report, they want to list each Stock Item in a table design. Our issue with the table design is that the vertical lines don’t automatically adjust when a Stock Item has a long description, which leads to gaps in between the lines. Is there a way to format the vertical lines in a way that they adjust in height automatically based on the height of the row? Or is there an alternative design feature we can use (instead of lines)?Thank you.

How do you report on how well our vendors and suppliers perform? Is there anyone using the eWorkplace Apps tool? Did anyone build their own dashboards for their buyers / purchasing group?

Trying to use a RangeBar type chart in report designer.In Microsoft Chart controls, the Range Bar chart type requires two Y-values for each data point to define the low and high ends of the bar. Unlike standard bar charts that use a single Y-value, a Range Bar data point needs an array of two values to specify its range.How would I enter a formula in the Acumatica Expression Editor to create an array of values for the YValue property of the chart series when the chart type is set to RangeBar?

Im trying to add this field to sales order Generic Inquiry.  Currently its duplicating the results for each line by every possible Attribute Value and not the one that is selected.  Is there an option or formula for it to display only the selected value?     

I am in report designer and trying to build my schema. Report designer will not let me add specific tables to the schema and I cannot figure out why. I initially thought it was because there was no primary key between EPTimecardDetail and the other table I had in there, but I have removed all tables and am now only adding EPTimecardDetail, and it is still not allowing me to add it and popping up the message “An entry with the same key already exists.” I tried adding other tables associated with time cards and I am unable to add those as well.Please help. 

When trying to do a mass update to correct customer classes I get the following error message:Error: The Update button is disabled. anyone know how to fix it? 

Is it possible to code a GI to consolidate GI filter results by checking a check box? We sell flower bulbs in different pack sizes. I made a GI that we can filter by variety name, but it needs to show all individual pack sizes (3 separate stock items). But once I get my sales order range I then need to consolidate those results based on inventory ID.Is it possible to consolidate GI results on the fly like that?

I would like to NOT show lines that show zero values , like the one highlighted in red . Kindly help.   

   Hello, I am having a need to get the report runner’s information on  the report. Like the phone and email. I studied “Rowaccessinfo”, from which I can just get the DispalyName, UserName, Company, something like this. I  coud not get email and phone from it.    Does anyone know a way to do this?

Hello,I am having trouble getting a parameter with lookup to =Report.GetFieldSchema('ARShippingAddress.State’) lookup works but returns an empty list, I am guessing that I need to indicate the country for the lookup or something I am missing ?Any help would be greatly appreciate it.

Once a GI gets beyond a few Data Sources the performance of the Generic Inquiry screen becomes very slow and non productive.  Having to wait 15 seconds just to go from the parent Field to the Child Fields is the definition of poor performance.As an implementation consultant, GIs are fundamental to transformation of data to information.  The tools should be efficient and the Generic Inquiry screen has become fat with features but slow with performance.

Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the time components.  I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition.  I also had to make an adjustment for UTC, which works differently between the GI and the Report.  GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick.  Has anyone else encountered this requirement and possibly found an easier method to provide the functionality? 

Good day Is there a way to add 2 checkboxes on a GI’s columns and to be able to check them with an import scenario whenever needed?   

We are relatively new to Acumatica so I am trying to find out if it is possible to create a generic inquiry that uses a Data Provider to an external MS SQL database to pull data and create dashboards. That is the high level question.DETAILSWe are running Acumatica version 22 R1. I have a Data Provider using the MS SQL Provider type that connects to an external MS SQL database that runs a specialty manufacturing application that we use. The Data Provider is working and I am using that data provider to power some import scenarios that bring new customers and invoices from the manufacturing application into Acumatica on a daily basis. This has been working great so I know I can connect and pull data using an import scenario.OBJECTIVEWhat I would like to do is create a dashboard in Acumatica that shows any accounts that have been closed in our manufacturing application that are still open in Acumatica. This would be used by the accounting department to see which accounts we need to potenti

I am trying to make credit memo numbers return a negative amount and leave the all other doc types positive. This is the code I wrote and I cannot figure out how to get this to work correctly. Any help is appreciated. =IIf([ARInvoice.DocType]='Credit Memo',(IIf([ARTaxTran.CuryTaxableAmt]<>Null Or [ARTaxTran.CuryTaxableAmt]<>0,-([ARInvoice.CuryDetailExtPriceTotal]-[ARTaxTran.CuryTaxableAmt]),0))),(IIf([ARTaxTran.CuryTaxableAmt]<>Null Or [ARTaxTran.CuryTaxableAmt]<>0,([ARInvoice.CuryDetailExtPriceTotal]-[ARTaxTran.CuryTaxableAmt]),0)) 

I’m facing an issue with the Aging report in Acumatica. When I run it from the Customer screen, it doesn’t work as expected (no results / broken behavior).   When I run the report directly, it prints an error: "Invalid field".   It seems like the report is missing or misconfigured fields/parameters when launched from both places.Has anyone experienced this before? Do I need to adjust the report parameters (like OrgBAccountID, CustomerID, or others) to fix this issue?Any guidance or examples would be greatly appreciated.Thanks in advance!

I found several other people asking this question, but none of the workarounds work for my situation. I have one report I want to use as the default for several Mailing IDs. I want to set the same Report ID for Mailing ID ‘SO INVOICE’, ‘SALES ORDER’, and ‘QUOTE’ to replace the default report used in the Sales Orders > Print Sales Order and Email Sales Order actions, the Sales Quote > Print Quote and Email Quote actions, and the Sales Orders > Invoices > Print Invoice and Email Invoice actions. So far I have tried to change the SO Invoice report. I set it in Sales Order Preferences > Mailing & Printing: I also set it on customer classes so the customer on the sample sales order I am testing with shows it should use the new template:But when I use any action I can to print the sales order, I still get SO.64.10.10 as the report:Are there more places I could assign the report ID? Does anyone have a working example of this?I’ve seen workarounds like:Change the new report