Reports and Generic Inquires

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     I don’t understand why this table is obsolete in 2024R2 or even earlier version .Is there a replacement for it?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

Hello Acumatica Community,I am customizing the delivery note report (SO642000) in Report Designer, and I need to display the customer contact information from the related Sales Order (SO301000).To do this, I believe I need to join the SOOrder table to the SOShipment table, but I’m not sure how to properly set up this join in the report.Could someone please guide me on: How to join SOOrder to SOShipment in Report Designer? Which fields should be used to link them correctly? Any best practices for adding this kind of join? Thank you very much for your support!Best regards,Pantea  

Is there a way to adjust the metadata of a generic inquiry exposed via OData?  I have a simple customer balance inquiry that an external CRM system will use to get an account’s balance.  The friendly names of the parameters are “Company” and “Customer”, but the OData field names are “BranchID_2” and “Account”, respectively.  Also, the response includes fields that aren’t in the Results grid of the inquiry.  Why? Presumably because they are fields used in the joins and aggregation, but there’s no need for them to be in the response as it just adds clutter.  Thanks. 

Acumatica Generic Inquiries (GIs) allow for conditional formatting of rows, enabling users to highlight rows based on specific criteria. This feature enhances data visualization by visually distinguishing rows based on their data values. To implement conditional formatting in a Generic Inquiry:Navigate to the Generic Inquiry: Open the Generic Inquiry screen (SM208000) in Acumatica.  Select the Results Grid Tab: Go to the "Results Grid" tab, where you'll find the "Row Style" box.  Click the Pencil Icon: Click the pencil icon within the "Row Style" field to open the formula editor.  Enter the Formula: Write an IIF statement to define the condition for highlighting. The formula should evaluate a specific field and apply a style based on the outcome.  Specify Styles: Choose the desired style (e.g., color, font) for rows that meet the condition and optionally, a different style for rows that don't meet the condition.  Validate and Save: Click "Validate" to check the syntax of your formula. 

Hi Community!I have been receiving the below error message on a Generic Inquiry anytime I try moving fields, using column configuration, and using any filters.I tried troubleshooting by checking each relationship and making sure I am linking correctly. I do have a sub GI used in this Main one. Anytime I remove the relationship with the sub GI, there is no issue. But when I link it, the issue persists.Any ideas on how I should be joining these two tables?Here is how I joined my Sub GIKitComponentItem is my Sub GI​​​​​​These are my joins on the Sub GI:  Please let me know if you have any suggestions!! Thanks! 

Hi community,I’ve customized the Invoice and Memo, standard invoice report (ar641000.rpx) by adding a custom report that includes a subreport to display tax details like VAT name and amount. The subreport works correctly when I run it from the Parameters screen — VAT values and names display as expected.However, when printing the invoice through the Print action on the Invoice and Memo screen, the subreport shows 0.00 for tax amounts and 0 for VAT names.Could this be related to parameter passing or visibility of data when run from the main report?Any suggestions or best practices to ensure the subreport receives the correct tax data when printing through the screen.Thank you

We have a customized Sales order Invoice report that contains links to custom tables and subreports, etc.  The report has been used for a few years with no problems and previous to 24R2 upgrade (previously 23R2) a few months back, ran fine from the Process Invoices and Memos → Print Invoice action as well.  However, after the 24R2 upgrade, from the Process Invoices and memos screen, if user selects some number of multiple invoices, it does not print all of them.  In production the user has found that if they select <=5 invoices all will print.  If more than that they often get less invoices.  If I try to print the missing invoices manually - the report runs fine so not a report problem.  I don’t know that 5 is a magic number as in my local test system I got different results but still less were printing than selected.  If I reverted back to simpler/standard report with no subreports it seems to be OK.  But as I said, previous to 24R2 it all worked fine. Anyone encounter anything lik

Hello, I am trying to export account details for the whole year 2022 by a specific branch for all accounts. on the Account details inquiry (GL404000) we have to include an account, so I was trying to recreate the screen as a GI where we do not have to include an account. I can get all the information in the GI besides the Beg. Balance and the End. Balance, any suggestions on how to get that information?Data class: GLTranRData field: SignBegBalance Screenshot of Account details screen:Thank you,KT

Hi guys. I am working on a report design in acumatica report designer.If a field is empty, how do i ensure that the white space left open is eliminated so that whatever should have come after that field, appears in the place of that specific field?

Hi, can anyone help me ? $SubDPP=Format('{0:N2}',Round( Round([ARTran.CuryUnitPrice], 2)/1.11, 2 ))$SubTotalDPP = CDec( $SubDPP ) * [ARTran.Qty]I created a $SubTotalDPP variable in detailSection1, and I want to sum the variables in groupFooterSection1 =Sum( $SubTotalDPP ). and then when I run the report it always gives an invalid error Invalid field name $SubTotalDPP has been specified.   

Hello,I am building a GI screen specifically meant for our merchandising team to be able to review matrix/stock items of a certain status, to see if the item status needs updating. The main intent would be for archiving/deactivating products or otherwise moving them out of active status if they meet the criteria. The struggle I’m having is looking for a filter solution around attributes, since we only retire, reorder, etc full color or design lines as a group. The use case example would be:On a t-shirt product, which has “color” and “size” attributes– when all of the matrix SKUs of the same color under the same template id have sold out, that color line should be reviewed to see if that color specifically should be archived, reordered, not reordered, etc. (So if t-shirt BLUE size small is sold out, but t-shirt BLUE size large still has a lot of inventory, we don’t want the BLUE matrix/stock items to show up in the review. Only when the whole color line is sold out.) I am puzzled how to

I'm trying to target open AP invoices in a Generic Inquiry, but no matter what I try, the formula always defaults to the else condition. =IIF([APInvoice.Status] = 'Open', 0, 1) =IIF([APInvoice.Status] = 'O', 0, 1) =IIF([APInvoice.Status] = 'o', 0, 1) =IIF([APInvoice.Status] = 1, 0, 1)   =IIF([APRegister.Status] = 'Open', 0, 1) =IIF([APRegister.Status] = 'O', 0, 1) =IIF([APRegister.Status] = 'o', 0, 1) =IIF([APRegister.Status] = 1, 0, 1)I’ve also confirmed that my conditions are limited to open and closed invoices, yet the formula always returns the result for the else part.Any insight on how the status field is actually stored or how to get this to work would be appreciated Thanks!

I can’t figure out where the access rights to share a filter on a GI is located in the permission settings. 

How to wrap text in acumatica report designer for excel sheet 

I’ve made a GI that is using the INLocationStatus table.  It is not joined to any other tables.  The GI returns the Location ID, Inventory ID, Inventory Description, QtyOnHand and QtyAvail.  I have this GI exposed to the Mobile Applicaiton. When I look at the GI on the desktop, I see the following:When I look at the GI in the mobile app, I see the following:In the mobile app, I am not getting the numeric value of the Inventory ID.  I can’t figure out why I am not getting the expected results. Any ideas?  Anyone else see this issue?

Hello - when I attempt to download the Report Designer for 2024 R2, I am getting this below error message, and am not seeing IIS 7 on the directory as an option anywhere. Do you know where I can get the report designer for 2024 R2 24.211.0024?