Reports and Generic Inquires

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

I am unable to export the Purchase Order Print Form. I logged in as the affected user and verified that the option is grayed out. I attempted to update the access rights, but the issue still persists.Could anyone please provide the steps required to enable the highlighted options shown in the second screenshot? 

Dear community,We are in the process of migrating Pivot Tables to the Modern UI and would like to collect some feedback and information about the usage scenarios.In the Classic UI, there is an option to create a pivot table directly from a GI as a GI’s tab or to go to the SM208010 Pivot Tables form and create a pivot table as a separate form with its own Screen ID and a menu item.Can you please share your usage scenarios for the second option? (pivot table as a standalone form)

"In Acumatica 25R1 GI, ARAdjust fields adjgRefNbr, adjgDocType, adjdRefNbr and adjdDocType all return 'could not be bound' error. What fields are available on ARAdjust table for joining to ARPayment in a Generic Inquiry?"

Hi Team,I am working on an custom report based on PMTimeActivity and needed to add a Manager filter using EPCompanyTreeMaster and EPCompanyTreeMember so managers can view only their employees.I added joins similar to:BAccount.DefContactID = EPCompanyTreeMember.ContactIDEPCompanyTreeMember.WorkGroupID = EPCompanyTree.WorkGroupIDand filtered using:EPCompanyTreeMaster.Description Like @ManagerOR@Manager IsNullThe filter works correctly, but after adding the EPCompanyTreeMaster and EPCompanyTreeMember joins, the report values are getting duplicated.Kindly assist if you have added similar filtering using EPCompanyTreeMaster and EPCompanyTreeMember in reports.Please find the screenshots of my joinings and filterings    

In the classic dashboards, when you click on a KPI widget it takes you to that GI with all your filters accurately displayed so you can see quickly what info makes up that KPI. In the Modern dashboard, it does not carry any of your parameters from the dashboard over to the GI. You would have to refilter from there. This seems like a regression in Dashboards. It was much easier to view what the KPI was made of before switching over. Has anyone else experienced this? Is there a solution in the works to use the behavior of the classic dashboards since that was easier to navigate and get information fast?

Recently updated to 2025R2 and using Modern UI, the column configuration is not saving, even when changed on the column configuration button (now gear) and saving it.  Any ideas on how to make the new configuration stick?  

Looking to see if anyone else has come across this error in business events:This is the first time I’ve run across it, and it shows up when I click on an existing business event, or when I try to select the screen in creating a new business event. Our current business events seem to be running without issue I just can’t access to make changes or create a new one. Our partner is opening a case with Acumatica, but I thought I’d reach out to the community as well for answers/suggestions. We’re in 24R2 with a few weeks to go before we are ready to upgrade. On a side note, the error does not occur in our 25R2 sandbox. Thanks! 

Anyone know of way to search for a customer location in a GI.  In a report it’s simple because you can the customer and location in report parameters.  AI generated a completely wrong solution saying use Location.LocationCD but Location is a 2 part key of BAccount and Location ID.  For example, showing all payments for a sales order I can pass the customer and location to the GI but for the GI as a standalone query I cannot look up the location.

Hi Community,I have a report that is showing the lines of an Invoice grouped by AR Tran Reference Number. The problem above is that the total report Margin % is not calculating correctly, even though everything else is calculating correctly. It seems it is just grabbing the first Invoice Group % and bringing it down. Anyone know why?The Formulas I used in the GroupFooterSection1 and ReportFooterSection1 are all identical, and all of the values calculate correctly except for this one below for the report Margin %. Thanks,RJ

Hello,So, I have built this GI, and I add attribute to my column. I am trying to group with the attribute, but I can find it in the grouping data. Is there a way around this. This the AttributePARENTROLL. 

I have a Generic Inquiry that displays shipment information based on the tracking number that is input into a parameter. We have EasyPost integrated into our Acumatica, and we have the Tracking URL as one of the fields in the Generic Inquiry. Is there a way to make the Tracking URL link active in the Generic Inquiry so the user can simply click on the URL and view the tracking information on the EasyPost tracking page? Thank you

Hey guys, so I have built this GI and everything is working well. I want to add some colors to the either the rows or columns if possible.But it looks like because of the complex formulas I have in the Date Field it’s not working.I wanted to show something like “ if >0 apply green color”

Hi all, I am looking for a way to merge all the attachments for the transactions (for e.g., and AP Bill) showing up on AP Edit Detailed report into a PDF and link it on the same report against respective transactions. Please let me know if you have any suggestions/ alternatives for this. Appreciate your time!

***so on the worksheet pick list, some of the shipment nbr do not produce any data after Run Report****the status are completed already ***some of the shipment works in the worksheet pick list 

Hi,I’m trying to build a new Generic Inquiry to view my approvals instead of using the existing Approval screen.I’ve tried adding multiple screens as navigation links because I would like to open the relevant documents directly from the GI. However, it is not working as expected. Currently, all documents are opening through the Bills and Adjustments screen, resulting in a blank screen when the document belongs to a different screen.Is there a way to configure multiple screens as navigation links and have Acumatica open the appropriate screen based on the document type?  

Hi Everyone,I am trying to create a GI that tracks all Tasks and Activities created by the users, I was able to create one that displays both the tasks and activities, but it has a limitation, I am only able to open up the records for as long as it’s a Task, but I can’t open up the activities, I was forced to add the Navigate to as the Task screen in order to open the tasks, but I don’t how to deal with the activities,I have attached screenshots and the XML on how I set up the GI, anyone with an idea to how to achieve this requirement, I could appreciate your assistance, 

Hi, is there a setting for reports to default on the company / organisation rather than the branch?  I know this can be done by modifying each report to default on company, but if there is a setting / preference that can do this please let me know   

I have a generic inquiry containing filters and pivot tables When I tried to switch to the modern UI no results were given and an errror message “Object reference not set to instance of object” was displayedI then made a copy of this generic inquiry, published it and tried again to switch to the modern UI (without the additional filters and pivot tables) I still got the same error. The pivot tables on the original generic inquiry are also used on dashboards

Hi,I am creating a new Inventory Item Label with a QR code. This report is intended to generate inventory by warehouse and will be used with the Scan and Count feature in the Acumatica Mobile app.At present, the report is displaying as blank, and I am unsure of the root cause. I would greatly appreciate professional assistance in resolving this issue. Thank you.

Hello, My boss is asking for an automated email of our inventory report every week. Currently we use a pivot table set up by our VAR to show our inventory at a quick glance.  however, i cannot automate this as an excel file email so i have to build a report. I’ve got all the data to show, however, each warehouse creates it’s own line. I’ve tried grouping, but that will only pull results for the BBPA location. I looked at possible solutions but adding =Sum to each line didnt work, grouping didn’t work, trying to hide the 0s in the conditions didnt work.  Any ideas on how to combine all of those lines into one single inventory line like the pivot table does?

I’m getting this error when attempting to export a GI to an excel file using the Excel export button.  Any idea how to avoid getting this error AND get my Excel file?

Hi, in AR Clerk default dashboard, there is a DSO (Days Sales Outstanding). Its purpose is to understand how long it takes in average for customers pay their outstanding.On the other side, there is a default AP Clerk dashboard but I can’t find its equivalent which should be the DPO (Days Payables Outstanding). I understand AR Clerk displays something actionable, but it would be good to maintain good vendor relationship as well by understanding how long in average does it take to pay the suppliers. Has anyone built a GI for this? I am unable to find the equivalent/appropriate tables for this. Thank you in advance!

Hi, I created a GI to show approval maps (XML attached). How do I set the sorting of Steps and Rules in ascending? Note that sorting of Rule description to ‘ascending’ won’t work. Also, how do I show the Entity and Field name from schema instead of DAC name?Approval Maps Steps and RulesShowing DAC name instead of SchemaSchema name 

Hello everyone, so one of my clients they have transactions using other currency. We already set up module currency management, rate transaction, etc, but why there is no menu for Financials Statement or budget report using other currency. Do we need to add customization report in Acumatica to display the menu?Our base currency is IDR and the other currency we want to added for the report is USD.Please help me to solve this, I really appreciate, thank you.