Reports and Generic Inquires

 A client wants to print a message on continued pages of a form but not the first page. They want the message to say something along the lines of. For Page 2: This is a continuation from page 1 For Page 2:  This is a continuation from page 2 I can get the group to print on each page but I am struggling to get a calculation of the prior page number in a group that is not the page header. The [PageIndex] is not correct outside of the Page Header & footer sections. I have tried setting a variable in various groups to no avail. Is there a way to accomplish this?Thank you in advance. 

Hello everyone,I'm trying to create a calculated field in the Report Designer, but it's not working as expected.Could someone please help me?What I'm trying to achieve is the following:Depending on the warehouse location (SiteID) and whether the item is accredited (UsrAkkreditiert = True or False), I want to mark the items with different numbers of asterisks (*).Each warehouse has its own rule:For internal warehouses (TESTSHH or TESTSNMS), only non-accredited items should be marked with a single asterisk (*). For external warehouses (EXTERNHH or EXTERNNMS), I want to mark:   Accredited items with two asterisks (**),  Non-accredited items with three asterisks (***). If the conditions don't match any of the above, the field should remain blank.Any ideas why this expression isn’t working, or suggestions on how I can correct it?Here is the expression I'm currently using:=IIf(    [SOLine.SiteID] = 'TESTSHH' Or [SOLine.SiteID] = 'TESTSNMS',        IIf([InventoryItem.UsrAkkreditiert] = Fals

Cannot resolve the table name: [PX.Objects.Localizations.CA.TX.TaxRegistration] Getting this error on trying to print SOInvoices

I amended an existing GL and am trying to set it up in Acu. I saved to server with a new report name (GL633002), added it into the site map. Updated the site map URL.Here’s my problem - It won’t show up on Acu’s menu and when I try to nav to the report Screen ID, it boots me to the home page.I can save a different version within the existing GL report and it populates/runs properly. But I can’t get a new report to generate on our menu/within our software. Anyone know how to fix this? I watched the S150 Report Designer 2025 R1 training on Acu & Johann had the same issue but he skipped over the fix. 

Link to GI Fields in Mobile Notification Message and to dropdown?

Hi everyone i need one help very important. There is one report which is called as" Sales profitability by Item class and Item(Detailed). In this report customer told me to add one column as Qty. I have added but it not working as a date time period For ex:- From -13/06/2023             To - 1/07/2024              Qty - 604,69.00             Net Sales - 674,69.00             It Should be Same as Net Sales I have tried by adding INItemSiteHistDay using table and added the relation "InventoryID - InventoryID" Plz help me how can i fix this and show proper data in the Qty field.

      In 2024R2, we customized a report based on Acumatica's built-in Inventory Balance (IN615000) page. The main change was to group by a custom field of the stock item and then count the quantity of each group.           I added a variable here. Strangely, only the value of the first group was correctly summed. The values of the next two groups were both 0.Can anyone give me some guidance?The customized report is attached.

        We are long-time users of Acumatica. Users have gotten used to the Dark theme style of print forms in the past. After we upgraded to 24R2, one of the print forms started throwing an error, and I don’t know how to fix it. The only way to make printing work normally was to delete the customized version and enable the default version—but this uses the Light theme style, and our clients still prefer the previous Dark theme style.    Is there a way to switch themes quickly? Or do we have to manually modify the styles one by one?

I recently upgraded my work PC and downloaded Report Designer first thing after receiving it- we are utilizing SaaS, not a local instance. Every since getting the new laptop, I cannot open reports from Server in Report Designer, despite using the exact credentials that I used before. I am truly at a loss and cannot figure out what is wrong. Any help would be appreciated! I am getting the following error: “Authentication failed. The user with the given login and password was not found in the system.” For URL, I still use https://xxx.acumatica.comFor Username I use login@Tenant NamePassword is simply the password.  I have even attempted to create a new user, with Report Designer as the only User Role granted, and it still gives me the same error.  

When I create variable in page header and want to use in group section or detail section, It show zero value. but if I create variable in group section and use with other section or detail section. It show value.

Hi everyone,I am setting up a business event that sends the Inventory Valuation Report in Excel format by email at the end of each month. I have already configured the generic inquiry, the business event, and the automation schedule, and I have tested the report several times.When I run the report directly without any parameters and select the summary option, it prints all eleven warehouses together as expected. But when the email is sent out, it includes eleven attachments. Each one looks the same, except a different warehouse is highlighted in each file.I have tried updating the generic inquiry and adjusting the email template parameters, but I still get the same result. Has anyone seen this before or know how to fix it?Thank you!

Hello - I am hoping to run a Generic Inquiry for Users be User Role. We have about 30 corporate users with access to every single user role. When sorting be user role in the ‘User List’ report, I try to add a filter that User Role Does Not Equal CORP (the user role all corp users have), yet it still returns the corp users when filtering by other user roles. Because of this I was hoping to build a generic inquiry that I can run by user role, but am not seeing a predefined one. Is there a table I can add to the default “Users” Generic Inquiry that would also pull in each users User Role?Thanks!

Hello, We currently upgrade to 2024 R2.  However, when I open the PO3020PL, it says timeout.I think it might be something wrong in the Generic Inquiry behind PO3020PL.But What’s strange, even when I try to open inquiry “PO-Receipt” in SM208000, it also time out.Can somebody help me?

Hi everyone,I’m working with the Acumatica Report Designer and have created a custom PO Receipt report. However, the report only displays static text – none of the data-bound fields show any values.I’ve already checked the collections, data sources, and parameters – everything seems to be set up correctly. I even imported a working report from another customer’s instance as a reference, but the issue persists: fields that are linked to Haufe or database values are still not displayed.What’s strange is that all other reports (e.g. quotes, sales orders, purchase orders, etc.) work perfectly fine – only this specific PO Receipt report has the issue.The problem even affects subreports like the footer, and standard fields such as the company address (from BAccount) – none of them show up either.Has anyone experienced something similar?Any ideas on what could be causing this, or what else I could check?Thanks in advance for your help! 

My generic inquiry game is a little rusty… Does anybody know how to get the Appointment Log Times - Start and End Times on a generic inquiry?  I’m not seeing this field as an option for selection when building the GI. It’s only giving me the Start Date and End Date 

Hello,      I have a issue with opening “PO.30.20.PL” in genericy inquiry.  I suspect it is an access right issue. BUt How can I find where it is located on “acess right by screen”  

Hello,          Since the 2024R2 version of Report Designer is incompatible with previous releases, I need to maintain two versions of Acumatica simultaneously. Is it possible to install both the 2024R2 and 2021R2 Report Designers on my local machine without using a virtual machine?

Is there a way to remove the hyperlink from a column in a Dashboard Table.The Default Navigation is unchecked in the underlying GI but some columns still have active hyperlinks An example; we have a Dashboard with a table called “Canceled Retail Orders - Today”, this table shows any Retail order that was canceled for the current day, the columns in this table are Order Date, Last Modified On, Status, Order Nbr, Customer Order Nbr, Customer, Ship Via, and Last modified By. There are four columns that have active links, Order Nbr, Customer Order Nbr, which we want to have links, and Ship Via and Last Modified By which we don’t want to have active links. In the Generic Inquiry that feeds this table the Default Navigation box in the is unchecked for the Ship Via and Last Modified By but the data in these columns still show they are linked and if the user clicks on the data element, they are taken to the screen that shows the details for that column.As an example: If I click on any of the d

I’m currently working on a report which involves summarizing Sales and Shipments info in various time periods and I keep getting tripped up by inconsistencies with how the DateTime functions work with respect to default date values from Acumatica. I wanted to open this up to see if anyone else sees these as errors or has experienced something similar. Month (@MonthEnd) <> Month(Today())I have two parameters which define the Year To Date period ending at the last full month, a start date which I default to @YearStart and an end date of @MonthEnd -1. The issue which made my periods misalign is that, for example on May 22nd, Month(Today()) = 5 and Month (@MonthEnd) = 6. It displays properly as 5/31/2025 in the parameter at the top of the GI and when formatted. I expected that MonthEnd would be in the relative month, just as MonthStart is. Could this be a timezone issue that the Month function is slightly adjusting the date parameter instead of extracting the month as given? DayOfWee

In Report Designer, we have a text box with several lines of text.  The requirement is to adjust the font color or bold property for only a few words in the middle of this text string.  Like this.We reviewed the Format function, but didn’t see an option to control these properties.Anyone know a way to do this?Thanks,Andy

Hello,I am trying to create a GI to show payment information (primarily the payment/ACH number and payment date) for a Purchase Order. The problem I am running into is that when adding the Payment Ref field from the Checks and Payments screen (which appears to be the ExtRefNbr field from APPayment), it does not return a value in the GI. I am posting here to see if this is a known issue with a workaround or if I am just missing something in the setup of the GI itself. This is my first community post, so apologies in advance if I left out any important information. Thanks! 

Hi, All I have created 3 GIs and then using that 3 Gis in one to show the maximum of all three. All three Gis are working fine but on the main one where i want to show maximum is not shwoing me any records.Can anyone guide me please. For inquiry Demand-Sales, I need a column that will show the maximum of W1, W2, & W3. I am attaching all GIs below

We are experiencing an issue with reporting the vendor freight on a drop ship against the original sales order.  For items that are shipped from our warehouse there is no issue as the freight is calculated and allocated over the items shipped.   Here is the Drop Ship Process  Sales Order Line > Drop Ship PO (This is where freight cost is added) > Purchase Receipt > AP Bill  The issue is that if a line on the sales order has a Price of $150, A cost of $100 and a shipping cost of $15(On the drop ship PO).  It is going to show the profit on the line at $50 instead of $35.  I would think this is a common scenario, but I have not found a good solution.  This is throwing off our profit reporting on all drop ship orders. 

I’m currently working on creating new generic inquiry screen for pending approval expense receipts assigned to workgroup. Goal is to leverage that generic inquiry with a business event in order to send email notification to all members of the group. Issue that I’m running into is that the contact email address is currently coming up blank. I followed the instructions from prior post that was based on Purchase Order: Any guidance that could be provided would be greatly appreciated. I have attached the XML from the GI

i have this user and i want remove Container tracking from their screen.any idea of how to go about it?