Reports and Generic Inquires

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 

Hi everyone,I'm having an issue with translating item positions in the Report Designer.Even though both the German and English descriptions are provided, the translation is not applied in the document when switching the language to English.   Can anyone help me with this?Could this possibly be related to the Translation Operator in Acumatica? It’s currently not working on my end, and I’m unable to maintain vocabulary translations there.I keep getting timeout errors that completely prevent me from continuing my work.  Thanks in advance!Best regards

An employee accidentally delete a customer from the receivables. How can I recover that customer?  

Best regardsIs there a possibility within report designer to let them know a Record Per page amount to process?since at the time of running it takes longer than estimated and that it is harming the operation the amount of time that is taken to upload the data.  

I am trying to create a report on sew tag, which requires page break. However, on inspection, there is no page break feature available in my Acumatica Report Designer. Is this a system glitch or is the feature available and I can configure it. And if rightfully so, please guide me on how to do the same.Thank you

Hi,I am trying to handle null values in GI and giving this formula=IIf(  IsNull([DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a]) Or   [DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a] >= [DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818] And   [DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a] >= [DemandSalesW3.ARTran_Formula07567adb968540ba95a4e8dd42fa0655],  [DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a],  IIf(    IsNull([DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818]) Or     [DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818] >= [DemandSalesW3.ARTran_Formula07567adb968540ba95a4e8dd42fa0655],    [DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818],    [DemandSalesW3.ARTran_Formula07567adb968540ba95a4e8dd42fa0655]  ))This the GI is raising an error “Index was outside the bounds of the array”.Can any one guide me whats wrong in the formula. I am trying to achive max values o

We have a subreport for an Invoice that is working fine for the most part. The issue is that sometimes we have a duplicate item, qty of 1, that is listed as “Free”, gets a LotSerialNbr of it’s own. When we have this type of scenario, the LotSerialNbr’s from both get printed with each other. I have attached a Word document and the rpx of the subreport. I’m thinking that it has to do with the linenbr(s) from the subreport, but unable to narrow down as to the why. I’ve already tried passing the main report line numbers to the subreport as a parameter, and in that case all of the lotserialnbrs went away, even the one number that is assigned to the item in line 2.