Reports and Generic Inquires

We need to display the whole Production Ticket report (AM625000]) in the Spanish language. Could you please guide us on the best practice to localize this report

Hey Acumatica community,I wanted to share a quick but important tip for anyone customizing reports using Report Designer and struggling with filters — especially when filtering by Order Status fields like POOrder.OrderStatus.🎯 Problem:I tried to filter my Purchase Order report to show only Open orders by adding this filter in Build Schema → Filters: but the report didn’t return anything. It turns out, Acumatica uses internal code values, not the visible labels you see on screen!✅ Solution:To filter by Open POs, you need to use the correct code:🔍 How to Find Status Codes in General Inspect Element in Acumatica. and check the status field. then look for dropdown values.  Hope this helps someone avoid a few hours of confusion like I had 😅Cheers!

Hi,  I recently was working on a way to pull productivity data from Acumatica. Specifically during Overtime shifts.Display Only "Time" in a GI, not Date. | Community However, this became quite the rabbit hole and I tried to find another direction.So I wanted to start a new question and see if anyone has any experience with this. I noticed the Work Calendar screen in Acumatica, and hoped it might help me.So I created a Work Calendar Schedule for Overtime hours like this:  I was hoping I could pull this into my Move transaction summary GI so that I could maybe have a checkbox check if the transaction was done during the Overtime Calendar Hours. Or even if I could display the Calendar ID if the transaction happened within that calendar.   However, I am struggling to get this information to pull into my GI correctly, I started another GI to just get the times to display, however it gives me this random date and does not help me in this regard.   Does anyone have any Ideas on this? Or am I

Hi everyone,I’m trying to create a report or Generic Inquiry in Acumatica that shows all sales (quantities and amounts) of items associated with a specific Vendor ID — for example, Coca-Cola — within the last 3 months.I want to be able to: Input or filter by Vendor ID List all items linked to that vendor (based on the vendor-item relationship) Show the total quantity sold and total sales amount for each item Limit results to only invoices from the last 3 months Has anyone built something similar or can guide me on how to structure this using the correct tables and joins (e.g., ARTran, InventoryItem, POVendorInventory, ARInvoice)?Thanks in advance for any help or suggestions!

Dear Acumatica Community Users,As part of the Acumatica BI & Analytics solution roadmap, we are looking to expand our Dashboard Visualization capabilities by introducing new widget types. These enhancements aim to support a wide range of analytics use cases across various application areas.We are considering the addition of the following widget types:Charts: Pie charts, Radar charts, Hierarchy charts, and Stock charts. Maps: Such as Geographical maps, Tree maps, and Area maps (e.g., Choropleth, Isopleth). Others: Any other types of widgets that can enhance your analytics user experience.We invite you to share your specific needs for new widget types that would benefit your analytics business use cases. Please provide your suggestions and requirements by sharing your list here. Based on the feedback received from the Acumatica users, we will prioritize the development and delivery of these new widgets in our upcoming releases.Thank you for your valuable input and continued support.P

Good day,I have huge Dashboard.  I just keeping adding to the end.  Now, I have added a few tiles that need to be at the top.Easy there an easy way move the widgets and having everything nicely push down.  Moving the widgets around is not hard but time consuming.Any ideas.Evan

Hi Everyone, I was hoping someone might be able to assist me with an issue we have with our logo appearing pixelated on our outgoing AR invoices. Can anyone direct me to where I can find the logo requirements or how to upload the logo to report writer so it doesn’t get so compressed.    This is how our logo looks on the printed copy on the screen and looks even worse once actually printed.You can see the edges are very blurry, and the text is not easy to read. Basically is there a way for me to get the logo in report writer without the compression that is currently happening.  Any help would be greatly appreciated. We are in the process of updating our external facing documents and this one is a serious hurdle.  

we currently work on creating a GI and have the following question. It has the VendorCD as one of the filter parameters. For technical reasons (bug in acumatica when opening the GI via another screen with parameters), we need to define a second hidden filter field that takes the internal integral BACcountID of the vendor. When opening the GI from another screen the BAccountID will be passed (and not the VendorCD) and the results in the GI are all correct.However it looks confusing for the user as the regular VendorCD filter remains empty.  Is there is a way to combine two GI parameter fields by some formula? Thanks a lot!

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?