Reports and Generic Inquires

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?  

I have a rather strange situation that may or may not have an answer. I’ve reached out to the Report Design community before and while there have been some very good responses, none of them are working for what we are trying to accomplish. We have International and Domestic Invoices. One in a while the International invoices will have a free item (Item A) on it along with an associated LotSerialNbr. If there is a similar item (Item A) that is also on the invoice that is a purchased item(s), then the LotSerialNbr of the purchased item and free item are listed together (which we are pulling from a subreport), and the free item will also show the paid item LotSerialNbr along with it’s own. I’ve tried using two different subreports, using a condition, ARTran.IsFree = True for the free item, or ARTran.IsFree = False. I have tried ARTran LEFT with SOShipLine and so far have not been very successful. I am attaching the main (SO643000.rpx) and the two subreports (SO6430C8Sub.rpx, SO6430C9Sub.r

Has anyone set up a Budget to Actual report by detail transactions? I have a F/S set up - but need to see comparisons on a line item basis. We do not user Project accounting - which is the only place I can see this as maybe being an option.

Has anyone experienced an issue with using notification templates attached to a report (via report designer) when sending emails? In 23R1 I attached the notification template to a report, which when the report was emailed it would include the notification from the template. In 24R2 this does not include the notification from the template and is blank as shown below.  I cannot seem to find any difference in setup and wondering if it is a bug.  

Dear Sir,I’m experiencing an issue while trying to open server-side reports using the Acumatica Report Designer tool. I can open local reports without issue, but when I try to access reports from the server, I get the following error:System.Xml.XmlException: Root element is missing.  at System.Xml.XmlTextReaderImpl.Throw(Exception e)  at ...  at PX.Reports.Design.ControlHelper.ReadConnectionHistoryFromConfigFile(...)This seems to be caused by a malformed or corrupted XML configuration file. Based on my investigation, the error relates to the file:C:\Users\<MyUsername>\AppData\Roaming\Acumatica\PX.ReportDesigner\ServerHistory.xmlI’d appreciate your assistance in either:Replacing the corrupted ServerHistory.xml with a valid one, or Confirming if the file can be safely deleted so it can be regenerated by the application.Please let me know how to proceed or if any additional configuration is required.

Hi, Trying to build out a GI and needing some help on an IF statement. Here’s the scenario.  If the Lot/Serial class is ‘LOTTED’, then the Lot/Serial Nbr. column should be ‘green’ for ‘LOTTED’ items where it is not empty and ‘red’ for ‘LOTTED’ items that are empty. If it is not LOTTED, then it should be ‘default’. If the Lot/Serial Class is ‘DEFAULT’, the QTY Remaining column should be ‘green’ if QTY Remaining > QTY on Hand and should be ‘red’ if QTY Remaining < QTY on Hand. If it is LOTTED, then it should be ‘default’ in this column. Here are my existing formulas in the respective fields:QTY Remaining:=IIf( [AMProdMatl.QtyReq] > [INSiteStatusSummary.QtyOnHand], 'bad', 'good' ) Lot/Serial Nbr:=IIf([AMProdItem.LotSerialNbr]= Null,'bad', 'good' )   

Is there a way to narrow this error down to a specific area? I have changed all the fields I have found but says there is still an issue. It is an out of the box report from the system. but on upgrade utilized the old fields/   

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future? 

Hi ALL,Profit & Loss Rolling 12 Month report (RM000030) runs incorrectly. Missing period 12. I looked at this report on Acumatica's Demo data and it ran correctly. It's possible that Acumatica's Demo data has Number of Financial Periods of 13 while our Number of Financial Periods are 12. I think Column Set on Report Definitions needs to be edited, but I don't know how to edit it correctly.  Looking forward to your support. Best Regards,NNT

Hello everyone, Has anyone tried to use a Parameter in GI Grouping? I want to do something very simple. Using a Boolean Parameter I would like to add a grouping. To do so:I have created a <checkbox> parameter called “GroupByTask” allowing users to check/uncheck on GI as a parameter. I have added a grouping as “=IIf([GroupByTask]=True, [PMTask.TaskCD], '')”, In the result grid I have the exact formula as a column.When I run the inquiry I get an error saying “Must declare the scalar variable "@P0".” When I trace the query in SQL Profiler I see Acumatica generates a query that in Group By section has “CASE WHEN @P0 = 1 THEN [PMTask].[TaskCD] ELSE '' END” but the platform doesn’t declare any parameter and pass to the query for it. Any idea how I can make this work?@Gabriel MichaudNot sure if is going to be of any use but below I have copied the query that platform generates.SELECT SUM( [InnerQuery].[PMCostProjectionLine_usrHCLBudgetOriginalQty]) AS [PMCostProjectionLine_usrHCLBudgetO

All,I have a pivot table we would like to modify, but I think I might need to use Report Designer to rewrite this.In our sales order summary, we have some large opportunities that will eventually become blanket orders, to be spread across 12 months. However, the lump sum is being reported in a single month.I could have the sales person split the large opportunity into 12 separate opportunities, but that would be too much to manage. What I proposed to the team is to prefix a “blanket opportunity” with an asterisk * so maybe I could use that to filter in Report Designer to spread that opportunity across twelve months or divide by /12.Please see screenshot and October 2025 -- three large Opportunities that are lump summed but should actually be spread through to October 2026. Thoughts or ideas? Thanks! 

Hello-We have a report in the workspace menu that uses the typical behavior:Click the Workspace Click on the Report - Navigates to Parameters screen Click on Run ReportWhat we are trying to eliminate is skipping over the Parameters screen and by clicking on the report, it runs automatically.We have only one parameter called “User”, and here are the settings for that parameter:Prompt: Empty Default Value: =Report.GetDefUI('RowAccessInfo.UserName') Allow Null Value = Checked Visible: Unchecked Required: UncheckedSo, the user is literally entering the Parameter screen with no parameters showing and clicking Run Report. They do this many times throughout the day. So far, I have tried:Using a ‘ReportViewer’ URL in the Site Map - Takes me to a blank screen with the Tenant name in the top left corner There are 15 Report Versions, could this be the trigger taking me to the Parameter screen? Print and Email tab is pretty standard “No Records Found” appears under the Additional Sort and Filters

I recently upgraded from R22 to R24v2.  I have several custom reports that have charts embedded in them.   Many of these charts now crash the report at runtime.  It is a known issue.  has anyone created a workaround? 

I tried to extract a generic inquiry and was hoping I could convert it into a report where they are print horizontally. I was wondering if you guys would have any insights how just like transpose in MS Excel.  For example, I am printing a list of Branches and the time they are created and it is currently printing like this:  However, I want them to print like this: It is not a transactional DAC and only have a certain number of entries so I don’t have to worry about printing outside the width of the page.  Attaching the report just in case but this report is an export of the generic inquiry.    Thanks so much in advance.

I am trying to create a report that will list vendors with and without balances but once Vendor DAC is joined with APHistoryByPeriod, only vendors in APHistoryByPeriod are shown. I am not sure who to translate such condition to the report designer. Like if [Vendor.AcctCD] found in [APHistoryForReport.VendorID] then show $VendorBegBal otherwise 0. I have attached report for reference. Thanks so much in advance.  

Hi everyone, Is there a way that the condition @me in the generic inquiry be turned off if the login is not equal?  I have created a generic inquiry to see Sales Orders however we want to limit it in which if the Salesperson of the Customer in the SalesOrder is @me, I would only be able to see orders where I am the Salesperson. If not, I am able to see all sales order. I hope I explained it clearly. (Note: I’ve included the GI in question. Thank you so much in advance.)

Hi Everyone, We have some generic inquiries that were published with view only access to some users.  At times, it seems like the parameters on the inquiries malfunction and are read-only.  It seems that changing the access to Delete on the generic inquiry resolves this, but I want to understand if this is by design or is a bug and what the best practices are for permissions on published generic inquiries.  It doesn’t seem to me that assigning Delete permission on a GI has any potential issues with data being modified since the user would need the appropriate actions on the underlying screens (I believe), but looking for some confirmation here.Thanks,Mike