Reports and Generic Inquires

I am working on updating a report and need a couple more tweaks that I can not figure out. This is the code I am using and the output I am getting. I need the run time summation in the group Header Section 1 and I need the production orders in the section to be grouped together my the material needed for those items. Let me know if you need more information to figure out what I am asking for: Thanks in advance!

The Timesheet History Report is the main one I am looking at as it already lists the Submitted By and Submission timestamp as well as the Approved By and Approval timestamp. Is there a place to upload an employees signature to be referenced to show up in the report?I know there is for Cash Accounts, but for individual users? Would the Email settings area of User Preferences be the best option, or even work?

I’m using GI as a datasource.   The datasource GI uses INKitRegister to group by site and date to create a total kit by day.  Then I’m trying to join to individual kit assembly to understand percentage of total for day.  I’m getting a multi-part identifier could could not be bound.  _INKitRegister.DocType.  I added DocType to the results and tried to adjust the joins.  Any assistance is appreciated.

Hi guys,A customer wants to create variants, but their item names are very long because they use the Description Segment Setting and include many attributes, which should also appear in the item names.Currently, the allowed length for the item description is too short and needs to be extended.Hope you can help me with this 

Site is 2024.114.301.3686 [24.114.0020]The error is occurring on printing a purchase order.I have opened the report in Report Designer but have been unable to find the field that needs to amended.I have been advised that the field that has changed is OwnerId. I cannot find OwnerId or EmployeeId on the fields used on the form template or in any of the relations. Can anyone advise where else I can look to identify this on the form template or perhaps has specific information about what has changed in this version of Acumatica Purchase Orders on the database fields. 

I have a processing screen that calls an action on the Sales Order screen (SO301000), which is intended to combine the custom Work Order report (PS652000) into a single PDF.The action having the following code  public PXAction<SOOrder> printworkorder;[PXUIField(DisplayName = "Print Job Order", MapEnableRights = PXCacheRights.Select)][PXButton(DisplayOnMainToolbar = false)]protected virtual IEnumerable printWorkorder(PXAdapter adapter){    PSConfigReportMapping mapping = PXSelect<PSConfigReportMapping, Where<PSConfigReportMapping.jobType, Equal<Required<PSConfigReportMapping.jobType>>>>.Select(Base, "S");    PSConfig crow = PXSelect<PSConfig>.Select(Base);    string reportID = "PS652000";    List<SOOrder> list = adapter.Get<SOOrder>().ToList();    if (list.Count > 0)    {        Base.Save.Press();        Dictionary<string, string> parameters = new Dictionary<string, string>();        string actualReportID = null;        PXRe

Hi all,I’ve set up multiple Pivots in Acumatica and shared them with several users. One issue I’m running into is that when a user applies filters, those temporary filters affect everyone. Each user then has to manually remove them before adding their own.Is there a way to share the Pivots but have them reset when someone else accesses the same Pivot  or navigates away and back? The goal is to make sure filters reset automatically so users don’t have to clear them manually each time. Thanks  

I’d like to embed a report into an email.  After my set up, the report is attached as an html form to the email.  What am I missing?In the Report Designer, I’ve set the Mail Setting format to HTML: In the Email Template: In preferences of Receivables, Customer Class and Customer:  

 Hi,I am trying to create a Gi where I need Projects in progress with Project Balance. Condition is Projects that has purchase orders and Project Transactions. I dont want to diaplay Purchase Orders or Project transactions under the project. When I inner join PMProject.ContractId and POline.ProjectId and PMtran.ProjectId I am getting duplicate records and the Project Balance are summimg up based on number of POs and transactions. Please help to find a condition similar to SQl query > Select PMProject.ContractId, PMProject.Description , PMTaskTotal.CurryIncome, PMTaskTotal.CurryExpense Where PMProject.ContractId in (Select ProjectId from POLine) and PMProject.ContractId in (Select ProjectId from PMtrans)…. ThanksSR

I have a GI and want to include the adjdLineNbr field from the APAdjust table, however the column won’t show on the GI. It does have the exclamation point over the field and says “This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled.” But I am logged in with the admin account. I’ve taken a snapshot of their tenant and imported it into a local test environment and I am able to add and see the field in a GI even though that error message remains.Can anyone think of any reason why it wouldn’t work in the Acumatica hosted instance?

I am trying to setup Sales Order Notification Email templates to use information from the Mailing & Printing tab of the customer record as well as the Sales order.All the email information was scrubbed from the report, and the report directed to SalesOrderNotification template. This worked correctly.The Template has a message body, To fields set, From fields pulling from the Contact associated with the Sales order correctly.However, i was wanting to use the Customer record Mailing & Printing settings to populate the CC field. I cannot get the email template to pull information from here at all. I tried both Add recipients and Overwrite.Nothing ever populates in the CC field.I tried looking in the list of “Screen Fields” in the email template itself, but found nothing that makes this connection.What have I missed in this process?

Hi, I am doing a GI and I meet a issue from getting the data field of PO receipt and In-Transit quantity. Is there any other table can get the value of them? because it show object invalid when I use [InventorySummaryEnquiryResult] to get the value. 

Hi everyone,I'm trying to write a formula in Acumatica Report Designer where: If [CWMSAItemAttributes.Brand] is empty or null, I want to return the first word from [InventoryItem.Descr]. Otherwise, it should return the value from [CWMSAItemAttributes.Brand]. I’ve tried using IndexOf() and Substring(), but I keep getting errors like “index out of range” or “missing operator before the space operand” depending on how I write it. Please guide me .Here’s one of the formulas I attempted: =IIf( Len(Trim([CWMSAItemAttributes.Brand])) = 0, Substring([InventoryItem.Descr], 0, IndexOf([InventoryItem.Descr], ' ')), [CWMSAItemAttributes.Brand] )

If a project has no transactions, the Project Transactions Report is completely blank, even the header information is blank.  Is there a way to display the project and description in groupHeaderSection1 even if the project has no transactions?  Thanks.

We’re trying to build a inquiry/report that displays the following:From Project Summary:Project number Project description Project Manager (owner)From Project BalancesOriginal Budgeted Amount Revised Budgeted Amount Actual Amount Actual + Open Committed Amount Variance Amount Performance %All the data is in the system but we’re struggling to find the correct tables/fields to pull this data from. Has anyone out there developed something like this? 

I have set up a business event to notify approvers when they have a timecard that is pending approval. The business event has one trigger and that is: I’m not sure why it is sending 2 emails. In the email history, one email is created by the user that created the business event and one email is created by the person submitting the timesheet. Can someone tell me what I am doing wrong? Any help would be greatly appreciated. 

Hello all,I have been working on a GI where I am referencing a sub-GI. But whenever I apply any filter it throws me the following error: How to resolve this?

I am designing a report to spit out a label I think I have all the joins correct and the parameters appears like I want them to but all I am getting on the actual report is blanks instead of actual data. I am not certain what I am not doing correctly here.I am trying to get these 3 things to show our Item Number, the description for the item, and what Location the item is in for the Warehouse. I have 2 parameters the item number and which warehouse we are looking at but all i get in return is the Text box you can see in this screenshot none of the actual data I entered or the Location display. Any help or advice here would be great I feel like I am just missing one small thing to make this work. 

Hello,We are experiencing some issues on our development machines.I open a report from the live tenant. Then I modify it and save it as new version in test tenant. The report is saved as new version in the live tenant.Client’s Acumatica version: 24.108.0034My Report Designer version: 24.207.0011Does anyone know what may be causing this issue? Any help will be appreciated. :)

Hello,I am trying to have a GI show the value for ARSalesPrice.PriceCode and I keep getting no results.We have two codes (Default and Westcoast).  The “Sales Prices” screen (AR202000) shows them perfectly fine.  But it requires the user to choose from all of the filters. I have tried all kinds of joins and conditions, yet they just will not display.  I have attached the GI and any help would be greatly appreciated.

Hi all, I am trying to build a generic inquiry to show all the inventory items regardless if it has transaction history however I am getting multiple result by inventory ID but when I tried grouping it with inventoryID I am losing inventoryID that do not have transaction history. The ff are my main DAC I used:PX.Objects.IN.INItemSitePX.Objects.IN.INItemSiteHistDayPX.Objects.IN.INSiteStatusPX.Objects.AR.ARTran I have also attached the extracted GI incase anyone of you have any input how to make the inventory ID unique in the result. Thank you.   

Hey Acumatica community!We are planning to move to Acumatica 24r2, and I just notice some of my filter settings with @me is not working anymore, which used to work on the Acumatica 23r2. Does anyone knows what changes on the filter setting? 

How to keep show header if data subreport in page 2?Invoice is subreport page 1 Page 2

I have a GI that is pulling another GI in as a data source.  Both GIs have a similar Formulated field that is just the code for the month.“=Year([SOOrder.OrderDate]) * 100 + Month([SOOrder.OrderDate])” which should return something like this: 202506  meaning 06 2025 (June). And they both do this on their own correctly.  But when I try to bring the other GI in as a data source, the formulated field is not an option in the relations tab which I believe is normal, so I re-enter the expression into the active relations:=Year([SOOrder.OrderDate]) * 100 + Month([SOOrder.OrderDate])   equals  =Year([AMBatch.CreatedDateTime]) * 100 + Month([AMBatch.CreatedDateTime]) But for some reason, the system can’t find [AMBatch.CreatedDateTime] as an actual field? Which doesn’t make any sense because I can pick the [AMBatch.CreatedDateTime] as a field by itself, but when it’s in this expression it cannot find it?  The idea for this is, I want to have a simple GI that is grouped by month, with a column fo

How to set parameter from relation?in report designer for now customer location id showing all data but I want filtering data customer location ID from customer ID.please help me, im stuck