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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,414 Topics
  • 9,685 Replies
2414 Topics
kyoung14
Varsity I
kyoung14Varsity I
asked in Reports and Generic Inquires
Sales Order Invoice Approval Email Notification and attached report problem

We set up approvals on SO Invoices.  When the approval is created we want to send the approval requested email to the salesperson along with a PDF of the invoice.  I created the email template and assigned it to be used for invoice approvals.  I have 2 issues. (1) the email fires off when a new approval is created but for some reason it is creating 2 identical emails.  Issue (2), even though I have a report configured to be attached as a PDF to the email, it is not creating and attaching.  I know the email template is connecting to the correct data because in the body of the email I include the invoice # and approval ID - so it is seeing the correct data (see 2nd screenshot).   And on the report attachment screen (1st screenshot) I specified the report, it sees the parameters and it sees the possible values to select for answering each parameter.  But for some reason it doesn’t generate and attach the report.a Any ideas?   

463
kyoung14
Varsity I
D
Jr Varsity II
dilysJr Varsity II
asked in Reports and Generic Inquires
How to exclude Prepayment Type in Customer Statement (AR641500) ?

Hi all,I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

46112
PaulMainard55
Varsity I
J
Freshman II
jlpatchFreshman II
asked in Reports and Generic Inquires
The Generic Inquiry screen for building and maintaing GIs gets incredibly slow once the GI gets beyond simple

Once a GI gets beyond a few Data Sources the performance of the Generic Inquiry screen becomes very slow and non productive.  Having to wait 15 seconds just to go from the parent Field to the Child Fields is the definition of poor performance.As an implementation consultant, GIs are fundamental to transformation of data to information.  The tools should be efficient and the Generic Inquiry screen has become fat with features but slow with performance.

444
J
Freshman II
S
Jr Varsity III
sspencerJr Varsity III
asked in Reports and Generic Inquires
Display Day of Week in GI

I would like to display the Day of the week in a GI,  Either display, Sunday, Monday, Tuesday, etc… or display, 1, 2, 3,   Where 1 is equal the first day of the week etc… So for Document Date,  I would like to see  Document Date   Document Day10/6/2023          Monday  

1925
plambert
Varsity I
rconandrewl
Freshman I
rconandrewlFreshman I
asked in Reports and Generic Inquires
Rounded Dollar Without Decimals in Inquiry

Hi, I’m trying to better format a Dashboard Table to show whole dollar rounding for some of our GI’s. I’ve been scouring different DACs and Community posts trying to find a ‘whole dollar’ schema that would provide a right aligned number with comma separators and no decimals. (#,##0).I’m able to use these parameters for Report Design and Pivot Views, but cannot find a schema to use with this format. I’m hoping I’m just way overlooking the solution to this and maybe someone could help me out. I’d really like to avoid creating a Customization to achieve the formatting.

1398
B
Jr Varsity II
Proxsoft
Freshman I
ProxsoftFreshman I
asked in Reports and Generic Inquires
I want Acumatica data to be fetched and use in power bi, but it is givin below error, the credential are correct, and url is also correct (this sturucture works) but here it is not connecting using OData feed.Plz provide detailed ans

 

533
Proxsoft
Freshman I
N
Jr Varsity II
nugan96Jr Varsity II
asked in Reports and Generic Inquires
Lot Code Enabled Historical Inventory Balance

I would like to create a report that includes Inventory ID, Description, Lot Number, Warehouse, Location and Ending Balance ONLY. The system seems to be only pulling transactions which ends up looking like duplicates on the report itself OR the lot number is completely empty. Is this a limitation?I found this previously posted:  

8512
N
Jr Varsity II
S
Freshman I
swathia00Freshman I
asked in Reports and Generic Inquires
Custom Date filters not working in Inventory Valuation report

Hi All,We have added date filters and Location Filters to the Inventory Valuation report. Could you please assist us in resolving the data filtering issue specified below.If the date filters and the warehouse, Location filters all are selected, data is filtering properly and prompting expected results in the report. Whereas when only Data filters are selected, without Warehouse/Location, it is prompting incorrect results. (not filtered)We have attached the screenshots for the Relationships and filters tab in reports.Please review the report considering the issue and share your thoughts.Thanks,Swathi A.

812
harutyungevorgyan
Jr Varsity I
A
Freshman I
asinghFreshman I
asked in Reports and Generic Inquires
Using Invenotry Attribute with Checkbox Control Type as Parameter in Custom Report

Hi AllWe have a custom report in our instance (24R1) called ‘Quantity Sold Report’ it basically gives us how many items were sold, how many we have on hand and how many we have on order (see screenshots attached).The users wanted a bit more granularity to the report and asked if it was possible to include the brand of the products as well, since brand was an inventory attribute being used, I was able to add it as a parameter and it worked (see screenshots attached).We have another attribute that they would like to use as a parameter, that being the ‘Critical’ attribute to mark if the item is a critical item or not. I added the parameter to the report same as the brand attribute (see screenshot attached) but the items do not show how we wanted it to. If the critical item checkbox is ticked, then only the items marked as critical show up which is correct, however if the box is unticked only the items that are not marked at critical show up. I’m not sure if that is how the behavior is sup

838
A
Freshman I
D
Jr Varsity III
driesdeklerk50Jr Varsity III
asked in Reports and Generic Inquires
How to create a GI

Hi All,I need to create a GI based on the below info. I don't know how. Does anyone perhaps have a similar GI that I can use or give me documentation on how to do this. I am still new to Acumatica ThxDries

1542
M
Freshman I
B
Jr Varsity II
bodiecJr Varsity II
asked in Reports and Generic Inquires
How to use an Attribute in an expression in a GI

Hi,  I am having troubles converting my attribute value into a number for my expression.I have an attribute applied on some stock items that is called UNITCOUNT which is just a field where I can enter a basic number.Essentially a 10 count box the unit count attribute would be 10. Or in the same way, 10kg of powder would be 1000 servings so the unit count would be 1000.  I was told to pull in the CSAttributeDetail Data Source but I am not sure that I connected it correctly. The UNITCOUNT attribute displays in the GI perfectly, however, when I put it into an expression like:=([AMMTranSplit.Qty]/ (CStr([InventoryItem.UNITCOUNT_Attributes])) I then get an error when viewing the GI  I was told to use CStr() or CDec() to make sure the attribute was converted into a useable number for the expression, but it is not working. Any help on this would be greatly appreciated.  Here is my GI attached:

635
B
Jr Varsity II
S
Freshman I
ssantillanFreshman I
asked in Reports and Generic Inquires
Custom Report "Freight Out Expense" – Sort and Filter Not Working

Hi everyone,We have a custom report titled "Freight Out Expense" that only has two parameters: From Date and To Date. However, the additional sort and filter options within the report don’t appear to be working when the report is executed.Has anyone encountered a similar issue or can provide guidance on how to troubleshoot this?Any help would be appreciated. Thanks in advance! 

404
BenjaminCrisman
Acumatica Employee
S
Freshman I
StevendhFreshman I
asked in Reports and Generic Inquires
Using a GI as a side panel for the shipments screen

I have a GI I would like to have added to a side panel on the shipments screen.Here is a code snippet of the WorkflowAPI I am attempting to use for this, which has been successful with other screens, however the NavigateToScreen method ask for a graph, and I am unaware of a graph that lets us use GI’s.Is there a better way to do this or a method I can use for this API workflow change? 

954
darylbowman
Captain II
M
Freshman I
mthaoFreshman I
asked in Reports and Generic Inquires
Manually select certain AR invoices/past due invoices and email customer

Hello, new to Acumatica and looking for help. I’ve looked through the receivables and noticed that I can’t select certain past due invoices to the same customer with attached copy of their invoices by email. Are we able to do this? Also, are we able set up a schedule for past due invoice(s) to customer by email along with a copy of the invoice(s)? Thank you!!

1264
B
Freshman II
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Reports and Generic Inquires
The Aggregate Sum is not showing in GI

The Generic Inquiry has more than 3000 of records. In the footer the Aggregate Sum is not showing. Any Idea to get the Aggregate Sum ?

595
ricoybanez
Jr Varsity III
H
Freshman II
HenryUFreshman II
asked in Reports and Generic Inquires
Is there a System Report which shows end of period Account Balance by subaccount with all UNPOSTED TRANSACTIONS included in reported balance?

Current procedure requires the manual selection by BRANCH to see the UNPOSTED BALANCE prior to release of activity that has been uploaded for each subaccount.  Is there a quicker way or system report that would return the end of period UNPOSTED BALANCE listed by SUBACCOUNT?  The Account by Subaccount only reflects the RELEASED BALANCE.

242
H
Freshman II
L
Freshman II
lewisadFreshman II
asked in Reports and Generic Inquires
AR aging Report to Generic Inquiry

Good day. I would like to have the AR Aging report available as a generic inquiry. So far, we have an inquiry which produces the detailed version but get an error message when trying to group those results by customer. How can this be achieved?

686
L
Freshman II
L
Freshman I
lbrown57Freshman I
asked in Reports and Generic Inquires
Usage Current vs Prior Generic Inquiry/Pivot Table

Hello,  I am trying to create a GI that shows inventory usage (sales and issues) for a pivot table that will display the current 12 months vs prior past 12 months.  My last activity link does not seem to be displaying data for the last activity period.  I am also trying to create a formula to group periods by current and prior which I can use as columns on a Pivot Table for qty totals. Something like switch(month(today()),'1',month(today()-1),'1') then when it gets far enough back switch(month(today()-12,'2',month,today()-13,'2') but I am unsure of how to apply this in the GI. Can anyone provide help on this?  GI attached. thank you! 

472
L
Freshman I
J
Semi-Pro II
jzhuSemi-Pro II
asked in Reports and Generic Inquires
Sub Inquiry Error: Object reference not set to an instance of an object

Hi! I am merging two Generic Inquiries together to achieve the following:If the item on shipment is a kit item, display the component items of that kit, and the vendor inventory item of that component item. If the item on shipments is not a kit, then display it as is. Issue:While everything is pulling in and displaying correctly. I am unable to drill into the item if it is a kit, and unable to drill into its related component items. When I click on them, I would expect it to take me to the stock item screen, however, it gives me the error: Object reference not set to an instance of an object.If the item on shipment is not a kit item, I am able to click on the item and it does take me to the stock item screen. Any suggestions on what maybe causing this issue and where I should look at?Attached below Shipment Detail is the main GI. 

465
lauraj46
Captain II
L
Jr Varsity III
lairdtimJr Varsity III
asked in Reports and Generic Inquires
Using the same business event (and Imports) on multiple Generic Inquiries

I think I know the answer to this already (since the import scenarios tied to a business event have a data provider tied to the business event) but I figured I’d ask.I have two generic inquiries that present the same columns and data; one is based on serialized inventory while the other is based on non serialized.  I have a business event that runs through these and does some automation (a couple of GL entries).The business event logic doesn’t matter whether it’s serialized or not; the formulas within the GIs are slightly different, though.  I could probably consolidate them and have more complicated formulas, but I’m curious if there is a way to have a single business event that is tied to two separate GIs, without copying the business event (and the two import scenarios that it triggers, which is where the real magic happens).

171
BenjaminCrisman
Acumatica Employee
WillH
Varsity II
WillHVarsity II
asked in Reports and Generic Inquires
SQL Data - Logintrace - What do the operation numbers stand for?

Hi all,I’m trying to figure out some user auditing that I don’t think I can reach via the UI. There’s an Operation column in LoginTrace, and it would be useful to know what the different numbers there might translate as.  Does anyone have a key?(the particular numbers I just spotted are 2 & 4,1 (Login)& 16 (Screen accessed/modified)I think I understand, though obviously I could be wrong.

493
WillH
Varsity II
L
Captain II
ltussing03Captain II
asked in Reports and Generic Inquires
Invalid field name error in Report Designer - Customer Statements -Terms

Adding the Terms defined on the customer to the customer Statement Report.  AR641500The Customer table is part of the standard report, but when I add any of the Terms_ID fields to the report I get an error saying it is invalid.  Any thoughts?I have tried all 3 of these with the same results.  This is under Customer in the tree shown in the image below. 

362
L
Captain II
L
Jr Varsity II
lorachJr Varsity II
asked in Reports and Generic Inquires
Project Monthly Analysis Report Total Column in ARM

Hi Everyone,I am working on a P&L monthly analysis report for projects. but I am having trouble on how to configure the totals’ column, i.e. when I run the report for example for March. it will show columns of Jan and Feb with zero since there are no figures in those periods as you can see the screenshot, but in the totals’ column it will show the totals from all the other previous periods not just the ones in the report which is ideally supposed to be zero. If there is anyone who knows to solve this, please help out.This is how it’s set it up in column sets. 

2447
D
Freshman I
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Reports and Generic Inquires
Is it possible to turn number format to letter format in a report

Is it possible to turn number format to letter format in a reportE.G: 100 I need like this → One Hundred 

1097
A
Jr Varsity I
hstone
Freshman II
hstoneFreshman II
asked in Reports and Generic Inquires
Generic Inquiry Separate Lines Items due to Different Operation ID

Hi All,I am trying to get my generic inquiry to do two things that I am not understanding… Grouping the items from the bom into a grouping in some way so that it doesn't look like i need the same weldment 36 times Also, this is what it is generating when the BOM i am working with is  It seems to be changing the work center on the second operation and is doubling how many times it is showing it.  Any suggestions are helpful at this point or if more screenshots are needed please let me know!

424
hstone
Freshman II

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