Reports and Generic Inquires

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?  

I have created a generic inquiry to track the last time stock was counted (this is to identify items that have not recently been counted).  It works well until I activate the parameter for warehouse.  If the user captures a warehouse, the parameter value automatically becomes cleared after you capture it.  Has anybody experienced this before?  I’ve attached the generic inquiry.Version:  2024R1Build: 24.109.0016

I have a business event that gets fired off a GI and I'm running across a issue that the event won’t fire because it says the ScreenID for that particular GI is not available in the system monitor. I have re-created that GI and given it a different screenID but that GI still won’t fire.I have checked the sitemap to confirm that GI is showing up and it is. I can run that GI without any issues or the newly created one with zero issues and my results are displayed.Is this a bug in a older version of Acumatica or any other recommendations?ContextScreenId = GI992709ContextUserIdentity = adminCurrentCompany = CompanyNameEventID = Scheduler_SchedulerThrewExceptionEventIdSourceContext = SchedulerException =PX.Data.PXException: Error: This generic inquiry does not exist anymore.   at PX.Data.PXGenericInqGrph.PrepareCaches(String id, String name, Dictionary`2 parameters, Boolean fetchSchema)   at PX.Data.PXGenericInqGrph.CreateInstance(PXSiteMapNode node, Boolean fetchSchema, String prefix)   at

Hello experts, Does anyone know how I can have the GI defaulted to a specific tab programmatically when it is executed? I have a GI that I am running it through an action with some default parameters. The GI has a PivotTable on it called “Employee Activity by Day” displaying Employees in Rows and Days of the Week in Columns. I would like when GI is executed through the custom action, is defaulted to this Pivot Table instead of the granular time activity of the default result tab.How can I do that?​@Dmitrii Naumov 

Hello Acumatica Support Team,We are encountering an issue with inventory label printing misalignment when using DeviceHub to send print jobs to Zebra thermal printers. The labels are triggered from Acumatica during the inventory receiving process and are based on custom reports designed in Acumatica Report Designer.Label Specifications:We have created three custom reports with the following label sizes and formatting: Large Label: 3.00” x 4.00” Medium Label: 1.25” x 2.75” Small Label: 1.00” x 1.50” All layouts include spacing of 1/16” from the top and 1/8” from the bottom, with no left or right margins, to match our physical label stock and printing requirements.Issue Description: When previewed as PDF within Acumatica, the labels render correctly and align perfectly with the defined dimensions. However, when printed via DeviceHub to Zebra printers: The output is vertically misaligned (e.g., content printing too high or too low) There is noticeable deviation from expected

I am trying to create a printable report with  Service Contract information. I am specifically trying to filter the data in the FSContractPeriodDet table by CreatedScreenID. I am able to filter this data from EDIT REPORT after the report is open, but I can not get a filter to work for this directly in the report it’s self. The ScreenID I am trying to filter is FS.30.57.00. I am assuming there is a different ID value or something that is actually saved in the database and not the actuals ScreenID.Does anyone have any insight they can share?

Hi all - I'm only new here and to the product.  Just hoping I could get some assistance with this.We have several filters for different things in our Invoice/Memo and Bills/Adjustment areas.  Just wondering is there a way we can get a total to that filter - screenshot below.  Thanks heaps.  

I modified our Historical Inventory report to get average consumption data for a group of periods.I’m having trouble with getting the correct averages. Here are the formulas I’m concerned with:=Sum(IsNull([ItemHistCurr.FinBegQty], [ItemHistLast.FinYtdQty])) Not getting the correct ending quantity. (See “4148.000”) =Sum(([ItemHistCurr.FinPtdQtyIssued] + [ItemHistCurr.FinPtdQtySales] + [ItemHistCurr.FinPtdQtyAssemblyOut] + [ItemHistCurr.FinPtdQtyTransferOut]) / Count([INItemSiteHistByPeriod.FinPeriodID] )) Not getting the correct average (See “1,019.7143”) =Count([INItemSiteHistByPeriod.FinPeriodID] ) Not correctly counting the periods (See “20.00”)  In the header: number of periods, Average Consumption, and Ending Quantity is incorrect.  

I’m trying to group in a GI by Lot/Serial Number for Stock Items, however, there are a few items without a serial number, and these are all being grouped together, despite being different lines (this is not a issue on Inventory Valuation for some reason.) Is there some way to do a conditional grouping? I tried =iif([InCostStatus.LotSerialNbr] <> ' ', [InCostStatus.LotSerialNbr], null) but the grouping happens even if the field is blank. Is there some way to do this?

Hi people,we are looking for a condition that works for both sites, main site and portal. This condition would restrict the access on portal by the user linked to the PMProject when it is a guest account.Something like this: I couldn’t find why it does not work for both.I can only make it work for one at each time. Thanks

       Hello,  we previously were using ItemCustSalesHist table to run some reports. This table is very useful. It has the sum up data with Item and Customers by each period. So we don’t have to count from the ARTran to reduce perfermance issue.     I don’t understand why this table is obsolete in 2024R2 or even earlier version .Is there a replacement for it?   I Know there is a ItemSalesHist table, but we need to group or exclude some customers.  So I need some data form like customer ,item ,sales qty (already counted) , period, something like this.    Can anyone help?

Hello!I am trying to calculate Total Revenue and COGS in a Generic Inquiry. The goal is to match the values by financial period to the values on the P&L in financial reports. I looked at the source data for the P&L and saw that it’s summing the balance between 5000 and 5070 for COGS. My formula in the GI is: =IIf([Account.AccountCD] >= '5000' AND [Account.AccountCD] <= '5070', [GLHistory.CuryFinYtdBalance], 0). I am summing this field and grouping by financial period. I wasn’t getting the same Ending Balance Total (COGS) on my GI and P&L and found that it’s because my GI is missing two accounts: 5037 and 5060. Can anyone help me understand why the generic inquiry is not pulling all of the accounts between 5000 and 5070? I don’t have any conditions set that is preventing them from showing. Is it something in my formula? This issue happens to other financial periods too. The GI does not have 5037 and 5060P&L has 5037 and 5060I was able to use the below post to get s

Hello all,I am not able to figure out the expression to insert in report desginer to display the company’s logo in report.  

Need help building a GI which shows all items sold in a period of time to include the total amount of sales and need to be able to filter by Tax Category so I can items that are in our NOTTAXABLE Category. This wouldn’t just include Sales Orders as many of our NOTTAXABLE Items are labor. Would need to include Service Orders as well.

The below formula is currently working for me to display the [ARTran.Qty] for the last 365 days. Now I need to add a seperate column to my GI that displays [ARTran.Qty] for Year To Date in the Results Grid > Data Field. Any advise on how to achieve this? =Sum(IIf(DateDiff( 'd', [ARTran.TranDate], Today() )<=365,[ARTran.Qty] , 0)) Thanks in advance! 

Client has a business event triggered by schedule to run everyday (workdays Mon-Fri) to send email notification but doesn’t want to send it when it is a Holiday.  Is there a connection between Holiday list define under 'WORK CALENDAR' to 'Automation Schedule' function?

In the form of reverse Tax import from Bill. when select bill that usd currency but in current field of form it displays khr currency. please advise me how to make the currency from bill