Reports and Generic Inquires

   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

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