Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 1,417 Topics
  • 5,529 Replies

1417 Topics

cmorse26
Jr Varsity III
cmorse26Jr Varsity III
posted in Reports and Generic Inquires

(How To) - Add a Run/Print Report feature to Generic Inquiry Line Results.

Good afternoon!I wanted to pass along a “How To” for a great/simple (and underutilized) feature in Acumatica Generic Inquiries that allows users to add the functionality to run reports directly from the Generic Inquiry Results grid.In the process below, a report has been added to print PO Receipt Line Labels, on demand, directly from a Generic Inquiry. Please see the following steps. Create the Report (ex. Receipt Labels) Create the Generic Inquiry. Under the “Navigation” tab, add the report and assign the needed “Navigation Parameters” from the GI Results to run the report.  Under the Results Grid tab of the Generic Inquiry, create a new line, and assign the “Navigate To” for the screen added in the step above. (you can also add the “Navigate To” report to an existing field in the report if you prefer) When you run the Generic Inquiry, you will see the hyperlinked option, at the line level, to immediately run the report on demand.  Hope you find this helpful!

0
cmorse26
Jr Varsity III
16 days ago
R
Freshman I
RManathungage94Freshman I
asked in Reports and Generic Inquires

How to connect forms

Hi, I want to create a report in Payments and Application form.when I create a record in invoices form, A record will automatically create in Applications history tab in the Payments and Applications form. how can I make the relationship in the Report Designer to connect Invoices form and this record to the Payments and Applications form to fetch the data in the invoice form? I want to create a Report in the Payments and Applications form to get inventoryID, Desc from ARTan.Thanks.

5
R
Freshman I
16 days ago
B
Freshman I
bclarkFreshman I
asked in Reports and Generic Inquires

Generic Inquiry Error - Arithmetic Overflow Converting Expression to Data type Int

Hello, On a Sales order screen, we recently experienced this error message:   The trace log doesn’t seem to show which column is causing the error. I’ve looked into the fields of the generic inquiry and not sure what to do next. This GI was working fine last week. Any help is much appreciated! I’ve attached the XML of the generic inquiry here, as well. 

5
Naveen Boga
Captain II
16 days ago
A
Jr Varsity II
arjanJr Varsity II
asked in Reports and Generic Inquires

Alternate background color - line item _ REPORTS

Hello, Trying to have the report printed with alternate color for line items to make it easier for user to read the printed report. picking list report for instance.  Thanks!

10
T
Freshman I
17 days ago
H
Captain II
HarshitaCaptain II
asked in Reports and Generic Inquires

Duplicate values getting displayed in Report

Hello Community,I have been trying to create a report where I would like to display the vendor name (of the subcontracts) in the details section on the basis of the project ID selected. I have implemented the following on GI level and it works fine. But not able to replicate the same in report:GI: Report: Have used the same as that of GI What is it that I am missing here?Thank you in advance.​​​​​​​

5
H
Captain II
17 days ago
Y
Freshman I
yulias18Freshman I
asked in Reports and Generic Inquires

How to translate amount filed on Check form to Spanish?

Hello Community,I wonder if anyone had experience translating check amount, that’s represented on Check form AP641000 by field [APPayment.AmountToWords] in to Spanish?Localization was completed for the system, and everything is being translated fine, including the rest of the fields on this form. Thank you 

2
Y
Freshman I
17 days ago
R
Freshman I
RManathungage94Freshman I
asked in Reports and Generic Inquires

Fetch data from a Hidden table.

Hi,Does anyone know how to get data from a hidden table in Acumatica report designer? We have a reference number to get from, but it is not visible in Acumatica report designer. How to get to this table in the report designer?     Thank you.

2
R
Freshman I
17 days ago
B
Freshman I
brandonmFreshman I
asked in Reports and Generic Inquires

Bold only the description cell of a GL Type row - Report Designer

Hello,I am trying to bold a description field of a particular row without also bolding the GL value. Is this possible to do on only one row and not all rows in a singular column?My goal is to get “REVENUE” to display on row 110: 

3
Laura02
Captain II
19 days ago
C
Freshman II
cduong61Freshman II
asked in Reports and Generic Inquires

How to force the system to print the addtional remittance form everytime?

Dear Acumatica Community, I was wondering if anyone knows how to force the system to print the additional remittance every time a check is being printed?The best I could do was set the line per stub in the payment method screen to one which will trigger the additional remittance when there are 2 lines or more in my check stub. However, I would like the additional remittance to print even if there is only 1 line in my check stub:Is this possible or is there any code changes I will need to do? Thank you, Choenho

2
C
Freshman II
19 days ago
P
Jr Varsity II
psoni1585Jr Varsity II
asked in Reports and Generic Inquires

SOline Split table doesn't display serial number assigned in the SO

Hi, I've created a GI to display the serial number details of sales order lines. I intend to retrieve this information from the "SOLineSplit.LotSerialNbr" field. However, even after joining the "SOLine" table with the "SOLineSplit" table, I'm encountering an issue where the GI result grid does not display any output. I've attached the GI for your reference. Can someone assist me with this problem?  

2
Chris Hackett
Community Manager
20 days ago
S
Freshman II
swartzfegerFreshman II
asked in Reports and Generic Inquires

Count and Average aggregate not displaying in GI results

Hi all,Working my way through S130 and realized I had never worked with aggregates, so I copied Invoices and Memos to create an aggregate of counts, totals and average by customer:Everything is grouped correctly by customer and displays totals and counts perfectly; average however doesn’t show up (even though I have visibility checked in results grid).Also, I turned on Total Aggregate and everything is summed correctly for the totals, but not the counts.Any ideas what I’m doing wrong?Average also isn’t displaying in the column configurator: 

2
Chris Hackett
Community Manager
20 days ago
H
Captain II
HarshitaCaptain II
asked in Reports and Generic Inquires

Report Parameter not Displaying correct result & fields also not displaying

Hello all,I have been trying to create a new report from scratch which would list out the Project & the subcontract details on the basis of the selected project ID.I have copied the Project Balance (PM621000) report.Have only kept one parameter: But when I run the report, the values of the detail section isn’t getting displayed:  What is it that I am missing here? Is the View Name for the Project ID parameter correct?

4
H
Captain II
20 days ago
BellCo
Freshman I
BellCoFreshman I
asked in Reports and Generic Inquires

In a Sales Order, add the linked Purchase Order in the Sales Order line. (SOline.PurchaseOrderNbr)

In a Sales Order, add the linked Purchase Order in the Sales Order line for each SO line item.  (SOline.PurchaseOrderNbr). If the PO Nbr was added in the SOLine DAC, you could have a Sales Order Generic Inquiry that listed Sales Orders with the associated PO for each line item in the Sales Order, thus enableing you to quickly check on Purchase Order when a customer calls to inquiry about a Sales Orders. Often, a Sales Order is assoicated with more than one Purchase Order and you would have the ability to display the associated PO with each line item on the SO.  

5
S
Freshman I
21 days ago
F
Freshman II
fpantelidakis65Freshman II
asked in Reports and Generic Inquires

Side Panel in AP Bills and Adjustments displays quickly and then disappears

Hi, We have a client that we installed the PDF Annotator for 2022 R2 in A/P under Bills & Adjustmenys. I published the customization and setup the security. However, the side panel shows but then quickly disappears and does not stay. What am I doing wrong? Here are my security settings. Am I missing something? Let me know. Thanks, Frances 

3
Laura02
Captain II
21 days ago
G
Freshman I
gloyo12Freshman I
asked in Reports and Generic Inquires

How can I fetch subtotal from subreport to use in the main report

I have 3 sub reports added to my main report and each as a sub total, how can I access the sub totals on my main report - I tried $subReport_TotBills for example and it didn’t work.

1
miguel80
Jr Varsity III
21 days ago
B
Freshman I
bbdragonflyFreshman I
asked in Reports and Generic Inquires

Total Unit Cost Added in Kit Assembly but some Lines show $0 unit cost

Hi @everyone, Is anyone knows why some of the line items in the Kit assembly screen shows $0 under Unit Cost tab? I added it via GI. Each items has their unit cost and component qty.  Thanks in advance.

7
S
Freshman I
21 days ago
C
Freshman I
claudematherne24Freshman I
asked in Reports and Generic Inquires

Changing Dashboard Bar Chart colors

I’ve looked at the articles about this process, but still not getting the results I am looking for.   I have a Bar Chart that looks like this:The values are based on a Attribute filed on the Stock Items.  Values are Medium, Low and High.In the Color option of the Series, I have the following formula based on the documentation.=Switch(Value = 'High', '#AB400C', Value = 'Medium', '#e9e00', Value = 'Low', '#a9d360')But the results are this:Any ideas?

4
C
Freshman I
21 days ago
K
Jr Varsity II
kanupindiJr Varsity II
asked in Reports and Generic Inquires

How to Convert String Value to Date Time in Generic Inquiry

We would like to display an attribute stored as text to date time. Below is the attributeAttributeWe would like to create something similar for End Time and calculate the difference between the two fields.  Start Time End Time Difference 2:30 pm 5:30 pm 3 hours or 180 mins   We tried using CDate() function and it errors out (=cdate([INKitRegister.AttributeSTARTTIME]))How can I fix this issue?  @lauraj46 -Hi Laura, do you have any ideas, thank you as always! Any help would be appreciated!! 

6
K
Jr Varsity II
21 days ago
H
Captain II
HarshitaCaptain II
asked in Reports and Generic Inquires

How to display in report

hello community,How can i display the below highlighted fields in a report?As  “Income Totals: 9,997,604.39”  

9
D
Varsity II
21 days ago
D
Freshman I
dmilletteFreshman I
asked in Reports and Generic Inquires

ToLocationID field not found in POReceiptLineSplit data class

I’m building a GI and need the ToLocationID data field from the POReceiptLineSplit data class.However, when I click on the POReceiptLineSplit link, that field does not exist in that data class. Am I missing something? How can I access it for my GI?  

4
D
Varsity II
22 days ago
S
Freshman II
swartzfegerFreshman II
asked in Reports and Generic Inquires

Visible Expression for string inside of InventoryID

Hi all, I need a VisibleExpr that flips visibility based on a string inside of our InventoryID -- if an InventoryID contains “-STRING-”, then flip this text on. =iif(([AMProdItem.InventoryID]='-STRING-'),false,true) Unfortunately, I don’t know how to write the query so I’m asking if it CONTAINS, not EQUALS.How do I craft the query to see if the InventoryID contains ‘-STRING-’?

2
S
Freshman II
22 days ago
L
Freshman I
lorneweinsteinFreshman I
asked in Reports and Generic Inquires

Trying to change an image in report designer

Our invoice form contains a gif with our address that has a typo in it.  I would like to replace the image.  However, when I go into report designer, click on the image (which is a picture box) the properties, Data  shows “Database” and I cannot determine where that image would be located. (see screenshot attached)   Does anyone know how to find and change a database image in a form in report designer?  At the moment I am working with form SO643000 but would have to make the same change in a few other forms.  Any feedback would be helpful.

6
L
Freshman I
22 days ago
K
Freshman II
kcaldapaiFreshman II
asked in Reports and Generic Inquires

How to connect epapproval to epemployee

Hi All, I would like to ask on how to connect these two tables for report designer. What I want to achieve is to print the approver with their designation.  Thank you. 

4
StevenRatner
Jr Varsity III
23 days ago
S
Freshman I
SanthoshB09Freshman I
asked in Reports and Generic Inquires

How to create a GI to show Qty on Hand and Sold Qty

Hi Team,We have a requirement where we have to create a GI and have to show Qty on Hand across all warehouses and Sold Qty (Qty across all released Invoices) for stock items. We created a GI and for all new products it is working fine but for existing products the values are incorrect. I am attaching the created GI, can you please review and suggest the best way possible to achieve it.Thank you! 

3
K
Varsity I
23 days ago
Laura Carpenter
Varsity II
Laura CarpenterVarsity II
asked in Reports and Generic Inquires

Creating Report for Disabled Users

Has anyone had success in building a report to identify the system users that were disabled over a period of time?  I’m looking to find a way to identify the date when a user goes from the “Active” status to “Disabled” status. 

2
Laura Carpenter
Varsity II
23 days ago

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