Reports and Generic Inquires

Missing Connection to show Customer Class Fields on Business Account GI - Must be missing something- Even using the Customer Class table- I’m trying to show Sales reps their own New AR Accts (vs Cash type), which only works with business accounts for the @me connected to the User PKID. Other fields seem to pull over fine, but I’m not getting the vast majority of the Customer class to Show in the results grid correctly. Any suggestions for connections or existing examples?

I cannot seem to get the relations working on this table, and im baffled since it seems like it should be as simple as simple gets.Case: I am making a nested GI, all the sub-GI’s work fine. they consist of a date column and a column showing the needed value for the item in question.The issue is each day will only have one or two columns of data, so as a foundation/starting point for the nested GI im using the SM.DateInfo table, then making relations to the sub-GI’s using a left join. This connection simply will not work. I tried using just the DateInfo and SOOrder table and doing a similar left join, hoping a stock table would work, and nothing. I even tried to convert the date on other tables to an integer and join with the DateInfo.DateInt field to no avail.As a separate test i made a GI with just the DateInfo table, have the results grid show just the date field, and tried to put conditions on it to pare down the results. Between Today()-400 and Today(). i get no results. Again, no

 Hello everyone,I need to add a filter to my report so that I can filter it by OpportunityID.Below are my screenshots showing the steps I’ve taken so far.Can someone please help me with this?Thanks in advance,Pantea 

Hello every oneI am currently working on a report containing bank information. These are encrypted . How can I get them decrypted in a report?I found a thread about a function:  PX.Objects.CA.Descriptor.ReportFunctions.GetBut I really do not know where to build this function in the report.Thanks

I have multiple companies set up as branches under the same tenant in Acumatica. I need to ensure that a user can only see and transact within their assigned company and not access others.

Hi everyone,I'm looking for a way to audit a specific user's activity in Acumatica. Ideally, I want to view a detailed history or trail that includes all screens the user interacted with and any changes they made across the system (such as record updates, document edits, field-level changes, etc.).Is there a Generic Inquiry or report that provides this kind of audit trail? Or is there a recommended approach or customization to capture this level of detail?I’m using 2024R1

The Additional Sorting condition does not seem to be working.  To explain further, here is the sorting/ grouping done in the report designer. However, when we tried to use the ‘Sales Order.Sched. Shipment’ in the Additional Sort and Filters: Additional Sorting Condition which doesn’t seem to be working. I even tried to output the Sched. Shipment Date in the report itself. I hope you can help Identify what I am doing wrong. I have attached the actual report just in case you may want to take a deep dive on the report. Thank you so much for your time in looking in to this. 

hello,i’ve created a RD report and i was expecting the tree view to work, however it is not showing up. I found a post mentioning that finance reports are based on the unit set, and non-finance reports use the groups.   i have several groupings in the report, for customer, salesperson and invoice. I have tried different settings with the Navigation depth:  It’s just not popping up...does anyone have any insight into this?  Cheers

Hi,Is it normal to have twice row with the same keys combination?Do I miss something?Thanks 

 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.