Reports and Generic Inquires

I have a GI that compares settlement batches to AR payments and then puts those payments on bank accounts, but I’m finding that even though settlement batch processing center transaction numbers match AR payment external reference numbers it’s leaving certain information blank. I’m sure it’s something simple I’m missing!

We have a custom action that prints one label report per container when a user selects several containers at once (e.g., the "Print Container Labels" batch feature). To send all labels in a single request we build a PXReportRequiredException for the first container and chain the rest with AddSibling(...), then throw the exception.This works as expected in the Classic UI (all containers are rendered), but in the Modern UI only the first report is shown — the siblings added with AddSibling are ignored. It looks like AddSibling may be deprecated or handled differently by the Modern UI report viewer.Questions:Is AddSibling deprecated / unsupported in the Modern UI? What is the recommended way in the Modern UI to print multiple report instances (one per record) from a single action so that all of them are produced?Environment: Acumatica 2025 R2, Modern UI.Code we currently use:public void PrintContainerLabel(List<FRContainerHeader> containerList, bool isMassProcess = false){ int? c

Am I just too old fashioned, or does anyone else lock down the ability for end users to create Shared filters on GIs (and elsewhere in the system)?  It seems like every time I have a consultant working directly with an end user the question always comes back “Why can’t this person check the “Shared” checkbox?”  I have over 200 users on the system; if everyone had the ability to share their filters the list of filter tabs on most GIs would scroll off the side of the screen.We lock it down, so when we do have a user with a good filter to share, we (IT) wind up recreating it.  It’s not a horrible task, but now we’re starting to do more pivots and recreating those is painful.  

Hi,I have a requirement to build a Generic Inquiry (GI) that compares Purchase Order values against budgeted amounts for each GL account.I attempted to use the tables below, but I’m not able to retrieve the correct figures or reconcile the data as expected.  

Every month our company sends out Customer Statements to show Invoice and Payment history for that month. We email some and print and mail some. We have been live with Acumatica for a year and every single month there is an issue with these statements. Whether it’s calculations are off, form not printing correctly, missing data, etc. we have shelled out considerable amounts of money to our partner to fix these issues just to fix a new issue the next month. Can anyone recommend either an expert Acumatica report designer or some solution that easily integrates with Acumatica that is more user friendly than report designer and we can create the forms ourselves? Anyone know anything about GoFormz? We have Velixo, can I use that? Any help suggestions are welcome!

Is there a way to see the quantity as a supply on the destination warehouse on a transfer order.You can see the deduction on the source warehouse from the TR, but the destination warehouse doesn’t seem to account for the quantity coming in from the the TR order. For example, if one warehouse is sending 2 to another warehouse, you can see the 2 being deducted. However, I don’t see a column for the destination warehouse for 2 as a supply quantity. 

Hello Community!!In classic UI, We used to have an attribute (InventoryItem.PAM0000151_Attributes) as a parameter, so that user would be able to filter the results in the report by this parameter. In classic UI the user could view the parameter as a drop down field:Now with modern UI, the parameter won’t show up.This is how the parameter is set in the report designer:Any help is really appreciated.

Hi all,Is there a way for us to edit or remove additional sort and filter values in the report screen via a customization?my goal is to add a filter to the list of values shown under the value selector based on Organization ID. im unable to find where this is originated from any help would be greatly appreciated.Thank You.r.manathungage@e-analytics.com

Good day CommunityI have modified the Journal Transactions GL report in Report Writer to display the VAT code for AR, AT or CA batches. This formula needed to be changed after the upgrade to 2026 R1 t dislay correctly. Old firmula is commented out in the below.=Switch( [GLTran.Module] = 'AP', [APTax.TaxID], [GLTran.Module] = 'AR', [ARTax.TaxID],[GLTran.Module] = 'CA', [CATax.TaxID],([GLTran.Module] <> 'AP' or [GLTran.Module] <> 'AR' or [GLTran.Module] <> 'CA'),'CheckModule')/*IIf([GLTran.Module] = 'AP', [APTran.TaxID], IIf([GLTran.Module] = 'AR', [ARTran.TaxID], ''))*/This appeared to work perfectly but we have discovered that it is dropping the VAT Code from some lines in the report.  Please can you check to see if the formula is correct (is asses validation) and why some of these transactions are missing the VAT code on the report.Many thanks on advance.

Hi, I have a problem when using the Acumatica 2024 R2 version, in the old version of the Acumatica report when I search inventory by typing, all inventory lists come out, but in the 2024 R2 version it doesn't come out, so I have to click the search icon first so that all typed lists appear. in the view name parameter report I use Report.GetFieldSchema('INTran.InventoryID')  

Is there a way to refresh the cache for a particular GI?  I’m noticing that the IN-StockItem GI used in the Stock Item view (IN2025PL screen ID)  is showing an invalid Brand name (doesn’t match the Brand Name attribute on the actual item page): 

How can I get value from EPEmployee for POOrder? I tried to join them by EmployeeID for POOrder and AcctCD for EPEmployee but got error that EmployeeID does not exist in POOrder. How should I join them?

Hi, I was wondering if there is any report or GI (custom) that can display for all transactions:The net amount of the payment (excluding GST) The GST amount in the payment The details of the payment (ie supplier/client name, transaction description etc) What GL account the transaction was coded to Some way to be able to drill into the transaction if needed, whether that be a link in the report or at the very least a transaction number or similar that I can then go and look up in the relevant area to get more detailThe idea here is to be able to review whether GST has been claimed correctly.  For example, I can look at all transactions in the “Donations” expense account and confirm straight away that no GST has been claimed on any of those, and then I can look at all transactions in the “Software Charges” expense account and confirm straight away that they all have GST claimed on them.  Example of what the report should display (see the yellow highlighted section). You can see straight

Hi there everyone,We recently upgraded to 26R1. When using the Inventory summary screen, we noticed that double clicking one of the lines does not always apply the correct filters when sending us to the Inventory Allocation Details screen. Typically when doubly clicking a line in Inventory Summary it will send us to Inventory Allocation Details with the filter for the Warehouse and Location already matching that of the line we clicked on.  Now however, majority of the time it will instead only send the filter results for whatever row was at the top of the Inventory Summary results.  Once in a blue moon it will apply the right filter settings, but typically it does not. Has anybody else experienced this?

Not sure if I am allow to ask this here, but does anybody have an original/slightly modified customer statement report that they would be willing to share?We had a firm do some work for us because we wanted an accompanying copy of all invoices included in the statement report, but now we have lost the ability to show a summary. The automation process for generating and emailing these statements yields a mess of a “statement” and then the invoices. Rather than pay money to have them fix it, I think I would rather have something at least similar to Acumatica’s out of the box report and try to embed the invoices myself. Any other advice would be appreciated!

I was hoping to add the ability to filter by SOLine.InventoryID_description in the Sales Order Details by Customer report, but for the life of me i can’t get this field as an option. Following what online tips i could find I added this field to the Viewer Fields in the schema browser. Then I also placed it in the groupDetails section on the report itself at another recommendation. Every other writeup i can find is either putting it in as a parameter or a sorting option, neither of which is what im looking for.End result, our staff wants to be able to sort this report by keywords in the item description. Sales Order Details by Inventory Item doesnt work for us in this case because its layout is item-first instead of customer-first.I have my fingers crossed this is something simple im just not seeing as i don’t spend alot of time in report designer.

I am effectively trying to match strings with an IIF statement to create an ‘substitution list’ with a GI. =IIF(InStr([ATTR_USES.Value], 'Hiking')>=0, 'Outdoor', IIF(InStr([ATTR_USES.Value], 'Athletic')>=0, 'Athletic', 'Casual'))Issue is that it italways provides incorrect resultsAs you can see above, when I join on CSAnswers I don’t get the raw values back?  Looking for answers on both. thanks! 

Hello Community, I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.Steps to Reproduce: Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly). Create a Business Event triggered after releasing a payment. Add an Email Template as a subscriber. Attach the custom report in the Email Template with required parameters. Trigger the event → The email is sent but the attached report is blank. Is there anything I need to change

I recently noticed that when using the Prepayment Invoice functionality that the Prepayment Invoice seems to be considered a Payment despite not having received any Payment against that invoice. I am honestly surprised, but is this expected?It is truly just an Invoice like any other, but Total Paid and Unpaid Balance considers it a Payment it seems like. Does anyone else have this issue?We are having issues with appropriately reporting the true Balance due on an Order and depending on what stage the Prepayment invoices are in, the Balance Due is off by the $ Amount of Unpaid Invoices pretty much. 

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)

 We have a requirement to provide users access to financial reports only for the subaccounts they are authorized to view. How can this be achieved? I have already tried using restriction groups. But seems it doesn’t restric users by viewing the other subaccounts.

We have a regular business need for barcode images (JPGs) of arbitrary lists of items for use on promotional and other sales materials. It could be up to a thousand items so the ability to mass-process is a must. It seemed silly to me to license additional software just for this when we already are printing barcodes internally on reports like the pick list. So I devised a report which gets as close as can be - it still relies on external software like Adobe Acrobat Pro or PDF24 to convert the PDF into images. It uses some clever page setup and join tricks, so I thought I’d share. Piece 1: Page SetupExported PDFs don’t have individual images embedded and the images don’t export to Excel. The PDF → Image converters can split the document by page, so the goal is to have one barcode per page. A page break after the detail section easily accomplishes this. To save on further processing, I also wanted the page to be exactly what was needed for our materials, that being just a thin strip of b

 I am currently building a Generic Inquiry to identify valid Purchase Receipts that require an AP Bill. The logic is that if a receipt has no corresponding AP Bill, it should then check whether there is a related Purchase Return; otherwise, it is considered valid and requires an AP Bill but I seem to be getting a duplicate. Any insight as to how to make it efficient? Sharing my GI. Thank you for your time in looking.  

Hello all,I’ve created a GI on a tenant with the Modern UI, and I’ve created a pivot.How can I transfer the GI and pivot to another tenant?I’ve tried: Customization Package - just packs the GI without the pivot. Export the GI to XML - again, doesn’t pack the pivot. Looked at the GI code - can’t see anything about a pivot view.I don’t understand, you can pack a filter into a customization but you cannot pack a pivot view. Thanks,Ewan.  

If you are in the prepare replenishment screen a line item will not show up as Qty on Supply if an SO is linked to a PO for that item.In my case I link SO transfers to PO’s for all or some of items I know will have to be shipped to our satellite offices once it comes in. The problem comes in if you were to check the Prepare Replenishment after that, it does not show any of that item as Qty on Supply or at least until the SO is posted.To me it seems logical that the Prepare Replenishment should still show an item as having a Qty on Supply even if there is an SO for that item.If this topic has already been discussed let me know and I will check it out.