Reports and Generic Inquires

HI there all,We use project tasks for our design team to log into - giving us time activities in the Billable time field - however, we dont bill out their labour - but we would like to capture in a GI or on our dashboard, how each project task is tracking by employee.Anyone done this already?Cheers

I’m trying to create a GI that brings in the Labor, Material, Move, ect. Transactions into line with their respective Production Orders. However, When I link AMMTRan to the sheet, it results in a cross join for every entry. All of the Material transactions are repeated under material, material under labor, ect. I can’t figure out what’s causing this bad join? Any idea where this issue may be originating?

Hi If an Acumatica ERP end user (customer) only has Basic Support, is it possible for them to raise support cases directly through the Customer Support Portal → Support → My Support Cases? 

Hi. I have a custom AR Aging by Salesperson report. There are parameters “From Salesperson” and “To Salesperson” on the report, so it can be run for all salespersons or only an individual one. This all works great.Separately, I have set up and tested a business event (with associated email template and automation schedule) to run the report and email it on a schedule. This is working for the full report. But I need to be able to run each individual salespersons report, based on the from/to parameters and then email to each individually. I see that you can put the report parameters on the email template, but how would I tie together those parameters with the associated email address for that salesperson?Is this possible?

Hi guys. Does anyone know how I can get text to wrap in excel, after designing a report in Acumatica Report Designer, It wraps when I export to pdf, but not in excel. All relevant settings such as “Wrap Text” is set to true, but the lines wont break in excel, it appears as one straight line. Does anyone know how to assist please?

Hi, I am creating a GI and meet an issue. One of my result grids with a COUNT aggregate(A) and another of my result grids is a formula(B). I want to use a formula to divide them to get a percentage result (A/B), how can I do it? Attached with the XML file.  

Hi! I need help pulling some information from the customer account in Acumatica.  I need the bill-to address and bill-to info found under the billing tab of the customer profile.  I also need the customer’s shipping account information when we ship using the customer’s carrier and account coming from the ship via field on the shipping tab of the customer profile and the carrier account also found in the shipping tab of the customer profile.If someone could send me screenshots of how to set it up as I don’t completely understand how to find and pull the information from tables it would be really appreciated.  Otherwise, I would have to go through accounts one by one and and manually fill this information in.Thanks! 

I have a list of customer ID that I need to filter. Instead of entering them one by one in the Condition tab, is there a way to upload or write the list of Customer ID in a formula so that the result of my GI would only show from the list? Is in condition does not seem to be working for me or am I doing something wrong? Thank you for your help.  

I’m trying to find the budgets for the individual 12 months are. GLBudgetLine is supposedly where they are, but they’re not there. How Can I add these budgets to a GI? 

I am testing Acumatica before we go live.  We imported sales invoices (not released), and I wanted to run a GL Edit report to make sure everything went to the proper GL.  However, when I run the report, nothing shows up.  I know that the transactions are in the system, because they are in the AR Edit Detailed and AR Edit Summary reports.  Any advice on how to troubleshoot this?

Hello everyone, I am in the process of creating a generic inquiry that shows an inventory valuation by date. The reports that are pre-built with Acumatica only show by financial period. The most important column is the quantity on hand (which is used to calculate the value of the inventory).Here are my joins: Most of my joins are on inventoryID or siteID.For quantity on hand I am using this:[INLocationStatus.QtyOnHand]The problem is that the quantity on hand that I am picking up is simply the latest quantity on hand, rather than the quantity on hand as of the date chosen in the parameter:  Does this seem to be a conditions/parameter issue? I am in the process of testing with trial and error on the conditions and parameters. Maybe there is another table I should use for qty on hand? Thank you all for any input.

Hello. Is it possible to building a Sales quote with inventory items and labor lines that when it’s printed or emailed, it only shows one line for parts and one for labor with their totals and with an alternate description for the two lines?

 Hello Acumatica Team,I have added three parameters to a report: Company/Branch, Project Group, and Project Template. However, after running the report, no data is being displayed.Here’s what I have done so far: Added the Branch table and established the necessary relationships.   Included the Branch parameter both in the Parameters section and in the Filters tab.Despite these changes, the report returns no data when executed.When I run the report without the Branch parameter, I can see the data, including the Branch information.However, after adding the Branch parameter and applying it to the report, it returns no data.I have attached the report file for your review. Could someone please help me identify what might be going wrong? Thanks In Advance

Hi,Is there a method or solution to cross-check Generic Inquiries between the current version and the upgraded sandbox before production upgrade? ThanksPL

I’m trying to release the attached report, however, the report crashes before it opens, and one of the filter fields isn’t displaying any results. Any advice on locating what’s causing the problem and how to fix it?

We’re struggling to figure out how to handle margin calculations on invoices that have been corrected.  Our goal is to first tie our commissions reports to our financials, and then calculate commissions.  If we never correct an invoice, this works fine.Corrected Invoices, though, have three different transactions:The original sales invoice, which does have (on the ARTran record) revenue and cost.  Once corrected, this invoice gets marked as cancelled. The credit memo that wipes out the original sales invoice.  This has negative revenue, but no cost (because the inventory was relieved as part of the original invoice, and since it wasn’t returned, the CM has no inventory transaction). The new sales invoice, which also includes (on the ARTran record) revenue and cost.  The cost, though, is the inventory transaction from the original invoice, not a separate cost transaction.Our current commissions reports, which we don’t tie to the financials, exclude invoices that have a status of Cancell

I had a parameter added to the AR Aging report based on a new Attribute.  I had the report working when adding the new Attribute to the parameter, but didn’t pull in data if you selected a specific customer instead of picking the Attribute.  Now, when I try to fix it, the ability to select a customer works, but the Attribute Parameter does not.Report Schema Parameter tabReport Schema Filter TabI have confirmed that I am using the correct Customer.AROWNER_Attributes in my report. Any thoughts as to what I have done wrong? 

I’m trying to create a drill down GI for a GI that is grouped by customer and branch, between a range of dates.  When I click on the Net Sales Amount, I want to drill down to the invoices that make up this balance. However, in my drilldown GI, I can’t specify a range of dates: It also doesn’t accept >= @startdate or <=@enddate as a parameter.I’ve attached the GI’s.Has anyone else faced something similar?

I'm facing a new issue with reports.I've created a first report, say report 1, that uses two parameters :PDocType PrefNbrThen, I've modified a second report, say report 2, that displays ARInvoice's informations. The modifications that have been done consists in adding the report 1 as subreport inside report 2. As calling parameters, I used :PDocType = current ARInvoice's DocType PrefNbr = current ARInvoice's RefNbrBelow, what is implemented in report 2 :Issue:The value of the current ARInvoice's DocType that is received in the subreport is not the original value, but its translation !! So instead of having 'INV', I get 'Facture' witch is our french translation of INV.  How can I prevent Acumatica from translating the report parameters ?

I have a report, attached below, that has several filters. However, One of the filter, Customer, can be selected, but doesn’t filter the report. Any reason why the report wouldn’t be filtering correctly?

I have been working on creating a very simple report. Based on a single view which has 1000 row.To Start I tried adding adding a single column.But only 10 rows are getting printed with the same dataI am attaching the images for the reference 

I have a GI that outputs QtyAvail for each of our two warehouses on separate rows from the INLocationStatus table. I know to get the total QTY I can group the report by item.In this same GI however, I need to also output the total QtyAvail from both warehouses in the following format:Item - Warehouse - QtyAvail - Total QtyAvailABC - WHS1 - 10 - 50ABC - WHS2 - 40 - 50Is this possible?

I’m creating a GI tool based on the AMRPDetail table,Users need to be able to input a sales order number into a parameter and then have the GI filter to show any sales orders “less than or equal to” that sales order number.I created a formula to parse out the SO number from the related document field. Can I use that formula field as the parameter? Thank you!

I’m sure there’s good reason, but every ERP including Acumatica that I’ve worked with loves to record all transactions as positive values.  Inventory tables line INTran at least have the InvtMult field that you can multiply your quantities and net costs by to tie out to the actual ins and outs of inventory.I haven’t seen a similar field in ARTran or APTran, so instead we’re doing a lot of “iif” statements in GIs based on transaction types.  It’s ugly, especially when you have to aggregate.We’re on 23R1 right now but working on moving to 25R1.  Is there a similar field in either version to the InvtMult field in Inventory?

Details on Lot number attributes to use this for the Supplier Serial Number.You can add attributes for an item of a lot or serial classThe Lot/Serial Details, ScreenId=IN2096PL Show the Lot number and Manufacturing number.The value of the attribute is only visible when you select the Inventory ITEM, Lot/Serial Details Screen.All other Attributes is visible on the CS Answer DAC. I am not finding the Attributes for the Lot Serial number and need to print this number on a label.How do we access the values?