Reports and Generic Inquires

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?  

How do I modify the format in Report Designer to only print 2 decimal places when using formula’s.  It’s currently showing 4 decimal places.  We recently upgraded to 2024R1.So far in the Format field I’ve tried “N2”, “#,##0.#0”, “###,##0.#0”.  Any other suggestions? 

What is the best way to add a dollar sign in front of a dollar amount (e.g. Unit Price)? I’m looking through all of the community posts and I’m not seeing a direct answer. Here is what I have tried:Added '$'+ to the front of the field name. That made the Unit Price 5 decimals instead of 2.  Added the Unit Price as the Format. This made it 5 decimals instead of 2.It seems like there should be a very easy way to do this, but I’m not seeing it. Thanks in advance for your help!

Hello everyone,I'm working on an Acumatica Report Designer report and need some assistance with displaying an image from Stock Item attachments.Here's my scenario: I have two image files attached to a single Stock Item record in the Acumatica UI (under the Files tab). I want to display only one specific image on my report for each Stock Item. Currently, the image that appears on the report is the last uploaded file (which happens to be a QR code image). The image I want to display is typically the first uploaded file for that item, and it can be identified by its filename: it does NOT contain the word "qrcode". The QR code image, conversely, always contains "qrcode" in its filename.  

Hello!I have a scenario where a user has requested a few reports (2 templates of the same report to be more specific) be automated to send weekly on Monday mornings. These templates have a Start and End Date parameter that need to be set to reflect data from the previous week.Playing around with the updated template scheduling in 2025 R1, I can’t seem to find a way to have those dates be dynamic (i.e. Today and Today-7). Is there a “proper” way to set a date field to not be a static date in the email template?

I’m attempted to run a formula to find out how long it took to produce 1 item via a production order.The formula I am using so far is:=iif([AMMTran.Qty]=0,round(0,0),round([AMProdTotal.ActualLaborTime]/[AMMTran.Qty],2))But I’m now seeing an infinite number of 0s after the rounding, and I only want to see 2 decimal places worth. 

Hi everyone,I'm working on a report in Acumatica Report Designer that pulls data from the InventoryItem table, specifically from the Cross Reference tab (i.e., the INItemXRef table). My goal is to display up to three rows from the cross-reference tab for each item, and show them side-by-side as three separate columns in the report. I’ve attached pictures of:The report Where the cross-reference can be found A view of the cross-reference tabHere’s the structure I'm aiming for:| InventoryID | CrossRef1 | CrossRef2 | CrossRef3 ||-----------------|----------------|----------------|----------------|| A100           | ABC001     | DEF002     | XYZ003     |Is there any reliable way in Acumatica Report Designer to extract row #1, row #2, and row #3 from a repeating dataset (like INItemXRef), and display each one as a column — even when there’s no distinct identifier on each row?Thanks for any insight! And please let me know if I can clarify further!  

Hello all, I’m in the process of testing our instance of Acumatica that we are upgrading from 2022 R1 to 2025 R1.  In my testing, I’m getting an error when trying to process a Import Scenario that we have been using for years related to creating new Produciton Orders and those Production Orders are released.  Here is the Import ScenarioWhen I try to process the Import, I get an error on the first record that says ‘BaseTotalQtyRequired’ cannot be empty.When looking at the screen, that field isn’t exposed.  Do I need to modify my screen to capture this field?  Or am I missing something in my Import Scenario?

Hello Experts, I Was looking to create a GI for lot& serial tracked item which is having expiry date . Please have a look to this GI is any thing i missed out please comment it .  

My data sources from GIs have been automatically updating a PowerBI sheet. However, today one of them broke, and only one of them, with the error:“DataSource.Error: We couldn't parse OData response result.  Error: Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.Details:    DataSourceKind=OData  DataSourcePath=https://company.acumatica.com/odata/Production/Sales%20Profitability%20Analysis%20Detailed.” I’ve attached the GI that’s causing the issue.

Hi, I’m trying to add note information to the footer so it will print on all pages. when I print it shows all wording but when I export to PDF it cuts it off. see screenshots below.I have the can shrink to true. any other suggestions on how to fix?