Reports and Generic Inquires

 Has anyone used IN or BelongsTo?  I’ve tried both in this format and returning no results.     

 Hello,Is it possible to use project attribute fields to calculate our project purchase order (PO) balances? I’m trying to sum the ORIGINPO and COPO attributes in one GI column. In a separate column, I attempted to subtract this sum from the project billed amount. However, I received an error stating:“The virtual field originpo_attributes cannot be used in a condition expression.”  Is there another method I should use to achieve this?    

We have modified the Project WIP Detail Report to 1. be less information and 2. to have the Period Costs linked to the Project Transaction Details page that when clicked on, will bring up the transactions associated with the Cost Code. However, it does not filter them the same period as the report and instead, just provides us with all the transactions within that cost code. Is there a way to add a filter within Report Designer to make it so this hyperlink shows only the transactions that are being referenced in the report for the period selected?Thanks! 

Hi all,We have a fairly modified Invoice (so643000.rpx). We recently upgraded from 23R2 to 24R2, and we’re now having an issue printing so643000.rpx.The issue -- with international invoices, we had a template (IIRC) to remove 0.00 zero dollar value line items. Our AR gal would go to Print Invoice, edit/pencil, select template, done.Now when she edits, she sees “no data available” so I’m thinking ok, the old modified invoice probably got overwritten, maybe I will pull from a backup. Then I thought wait, I will just pencil/edit and check the versions, maybe there’s something in there I can use.So when I go to print, and then pencil/edit, I get a permissions error:So I dive into access rights and notice this:I'm already granted access. But the confusing thing is why are there only two levels (revoked/granted) vs the usual view, edit, insert, delete etc?And also -- those access rights are for Invoices, not so643000.rpx… I’m not even sure where I would set rights for reportsAny thoughts app

Hi Team,I modified the Purchase Order report by adding Terms and Conditions in the footer.The report is working, but when I set the localization to Canada, the modifications are not displayed. I want all modifications to be visible when the localization is set to Canada. Could you please assist me in resolving this issue?  

Hi, I was just wondering if it is possible to add conditional formatting on the P&L report, so for example, if the variance % between budget and amount is greater than 10%, I want the cell to be highlighted yellow. Is this possible?

Attempting to use Acumatica’s low-code/no-code tools here. Is it possible to write a Generic Inquiry to show a list of customization projects and associated metadata?Additionally, is it possible to write an inquiry to see a list of custom reports and their metadata? The goal here is to use Acumatica’s out of the box tools to better capture “things to test” during an upgrade. It would be ideal if we could present these internally or externally in order to make the application more self-documenting.Another nice to have would be an inquiry showing what has been ‘ticked’ on the Enable/Disable features page. Any suggestions on gathering this metadata would be most welcome.Thank you to the Acumatica community. :)Arline

Hi All,I would like to ask if there is a formula or method in the report designer that allows a random number to be generated each time a report is run. For example, when generating a customer statement, I would like the report to display a unique number each time it is executed.Is this possible, could you please guide me on how to implement it?Thank you in advance for your support.

Working on a modified version of the Inventory Valuation report to act as an inventory transaction log. Trying to get a beginning balance field set up. The goal would be for the report to calculate the total on-hand quantity for the item from BEFORE the date specified in the @TransactionDateFROM parameter. Any ideas?

I have a GI I would like to have added to a side panel on the shipments screen.Here is a code snippet of the WorkflowAPI I am attempting to use for this, which has been successful with other screens, however the NavigateToScreen method ask for a graph, and I am unaware of a graph that lets us use GI’s.Is there a better way to do this or a method I can use for this API workflow change? 

We’re a month past go-live and integrated with Workforce Go! for payroll. We sync time activity data to them and they do hours calcs from the raw data.If there is any overlapping time in a timecard (actually in time activities), the sync will fail until it's corrected. Employees enter time via mobile app time punches or manually entering time in timecards.We’ve customized the employee’s timecard view with a calculated End Time field so they can clearly see their next Start Time doesn’t overlap and their Approvers are also supposed to be checking this.However, as with all human-driven processes, overlaps are still getting through. The problem is the entire sync will fail on a single overlap, so it’s a constantly iterative process to fix and resync, fix and resync until they’re all found and fixed.Our WFG integration specialist has said other customers have asked their partners to develop a GI that shows and/or flags time overlaps in time activities for any given pay period or pay week t

Hi Community,I’m working on building a summary report in Acumatica that consolidates key metrics from six different reports. Each of these reports has its own unique filters, such as different CompanyID, TaxAgencyID, and date parameters. Here's what I want to achieve: The main report should act as a summary sheet. Each subreport should return one or more calculated values (like CuryDocBal total from OTP Purchase Report, or LineNbr = 1 value from Tax Summary Report). These totals should be displayed in specific sections of the main report.Any suggestions, best practices, or a guide/document that could help me design this correctly?

Hi good day can you help me i want to show detailed transactions and balances. Can be run per customer or consolidated by parent. 

Hey everyone, I’m trying to find information/training/Documentation on higher level functions of Report Designer.  I have done the Acumatica training, but looking for how to do more.  One example is how to use SubReports.  What do I need to take into account to create a sub report, link the two reports to push and pull the data that I am looking for.  I have some reports that use sub-reports in my system, and I have tried to reverse engineer, but not having a lot of luck. Any information would be appreciated..

We have a Business Event that triggers once a month and executes an Import Scenario. The Import Scenario references a Generic Inquiry that pulls from the PMProject and PMTran tables. This process automatically generates and posts project costs.The Business Event is scheduled to run on the second Wednesday of each month, but we need the Transaction Date on the generated records to default to the last day of the previous month.For example: If the scenario runs on July 9th, the Transaction Date should be 6/30/2025.Currently, we are manually adjusting the Transaction Date after it runs. I’m looking for a way to automate this so that the Details → Transaction Details → Date field defaults to the correct value.My assumption is that the best approach would be to add a calculated column to the GI, but I haven’t found the right expression or combination to make it work reliably. 

I created a custom Pack Slip, attached it to the Pick List and it prints as expected.I went to do the same thing for a second customer and the border for one of the header sections is in the parent header section and the footer is missing, but only while it is in the Pick List form.  When it is printed separately it works fine.  Previewed as the raw report When it goes to the sub report it gets weird. I used the standard pick list we use for our default pick report, and the other custom pack slip report.  If I turn off the header border the box goes away, but I need the box around the column headers.  I just replaced a working report in the sub report box.

I want to add vertical line in report design but when the text grow more than one line, the line is not fit with the size to text and in the blank area if no item listing, I want vertical line too.

There are so few optimization tips currently, that I wanted to share my recent resolution to a GI that was taking so long to load it would time out on data sets over a few thousand. I expect the specific use case is a bit niche, but hopefully someone can take the concept to speed up their own GIs.Abstract - TLDRA query that was joining SOLines onto a record using OR between two InventoryItem keys on a single record loaded significantly faster by joining SOLine twice - once for each key - and treating the tables as if they were unrelated using a limited cross join to keep them separated.  The situationWe have pairs of items which are related by a BOM which are essentially the same product but in different forms. Specifically, fabric that is either rolled on a tube in long lengths for manufacturing or already cut and rolled on a board for more commercial sale. The BOM is a simple 1-to-1 conversion. Both are available for sale. We like to see demand (sales and production) in terms of just

Get the purchase order promised date for production order material that is on order.I am trying to put together a generic inquiry that shows production order materials and the promised date for their delivery as shown in the purchase order detail for that material. How do I link the production order material record (AMProdMatl) to the purchase order detail that it is linked to?Thanks in advance!

We are creating a GI that shows the information found in the Item Warehouse Details line by line for each item. The Inventory items appear to be showing multiple times for the same branch, as the last count date is pulling every time it was included in a count. We only want the items to show once per warehouse with the most recent count date. 

I'm working in Acumatica Report Designer and building a report that joins ARTran with ARTax. The issue I'm facing is that when a transaction line has multiple tax records (i.e., multiple ARTax rows per ARTran), the detail section repeats the same ARTran line for each tax row.I only want to show one line per transaction (ARTran), and conditionally add the tax amount only when the TaxCategoryID is 'OTP'. Additionally, the ARTax.TaxID can vary by state (e.g., MSOTP, AROTP, TNOTP66SALES, etc.).I’ve used this expression in the detail section:=$DrCrSign * ( [ARTran.CuryTranAmt] + IIF(InStr([ARTax.TaxID], 'OTP') > 0, [ARTax.TaxAmt], 0) ) Please guide thanks

I need to send a report on a Schedule in 2022 R2.I was told that the Send Reports screen should not be used anymore.  (Although the referenced article says Automation Notifications have been changed to Business Events: https://help-2020r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=59d32d60-ccc5-471e-bb6a-b03ef60a3318)This report just needs to be emailed to a person (or various people) on a scheduled basis.  The Business Event screen requires a Generic Inquiry to create a schedule but all I want to do is email the report to an email address that may not be set up in Acumatica).  This was being done with a Template on the report and then scheduling it with the Automation Schedule screen using the Send Reports screen.  Can someone confirm whether or not this is still supported as it has been working but we are upgrading them to 2022 R2 and I don’t want to run into issues that I can’t get support for.Thanks for any information!

Hi Everyone! I’m trying to create a Generic Inquiry that shows the Shipment Quantity, Price, FX rate with reference to the customer as well.  I have created the attached but it doesn't load. Is there something I’m doing wrong?

Hello - I'm struggling to figure out why the “Pick List” report is printing with the huge space underneath data, then will have a page 2 with more of the data. Any thoughts on what I am missing? to condense it all to one page?