Reports and Generic Inquires

I am currently working on making a dashboard to monitor automations that we have built. We were wanting to add in the system monitor to that as well but it seems that the dac for that screen is PXHidden. only admins will be able to see the dashboard, so is there any reason that we shouldnt/couldnt make it available to be used in a GI? and how would i go about removing the PXHidden. i cant seem to find it to remove it. even looking through the folders in a local version.

I have a simple GI showing production orders and all I want to do is add some color to it based on the status. This formula is currently not coloring anything and I tried a couple other ways too, the system seems to not recognize the Status ID as the actual words that I have in my condition. Here is my formula:=IIf( [AMProdItem.StatusID] = 'Released', 'green20',     IIf( [AMProdItem.StatusID] = 'In Process', 'blue20',        IIf( [AMProdItem.StatusID] = 'On Hold', 'yellow20',            IIf( [AMProdItem.StatusID] = 'Completed', 'green', 'default' ))))  Can a second pair of eyes show me what is wrong with this?

I am having a tough time relating my GI that I am using another GI as a data source. I have a GI that is pulling All Move Transactions, I also have formulas that tell me if the transaction occurred on Day or Night shift, and if it was on Overtime or not. I wanted to duplicate this GI and then pull the duplicate in as a data source, to minimize the amount of formula I need to use. Because instead of writing the formula again, I can pick [overtime] from the data source and continue with the rest of my expression. It should be simple to relate, because it is literally the exact same information. I figured it should be related by batch number and maybe doc type, but no matter how I relate it, I get “cannot be bound” Can anyone help me relate these tables.  Another thought I had, my main GI has a bunch of conditions to limit which transactions to pull into it. But the data source GI, I removed the conditions so that I could hopefully use it for other screens as well. Could this be an issue?

Does anyone know how to use Styles to show color for invoices that are past due? I have the below formula.=CDec( DateDiff( 'd', [ARInvoice.DueDate], Today()) )Thank you. 

Autofill is not working on any report parameters in 24R2, as far as I can tell:  

Whilst the Generic Inquiry definition has a “Show Archived Records” option, this is not as flexible as the “Show Deleted Records” option.With the Show Deleted Records option you can then use a parameter to include/exclude the display of these records.  This was because there was a field on the records that indicates if the record was deleted.  This is useful. With Archived Records, no such field - unless someone can inform me of some magic way of filtering.  A end user cannot be expected to go in and toggle Show Archived Records on and off.   Thus you are left with show only non archived records or show all with no user control when running the GI.  Thus not useful.  For most users they will need to have 2 Generic Inquiries.  One quick GI that does not include Archived Records and another GI that includes Archived records.  Clearly not efficient and confusing for end users.Solution?  Unless someone can inform me of some magic way of filtering which would be the most efficient approach,

Hi Acumatica Community,I'm working on a Generic Inquiry (GI) to identify instances where employees have no time recorded on a given day within their time cards. This is crucial for us to ensure accurate time tracking and address any missing entries.I'm using the EPTimeCard, EPTimeCardSummary, and EPTimeCardDetails tables, and I'm looking for the best way to achieve the following:Goal: Display employee time card details, specifically highlighting days where no time was entered at all.Challenge: The standard joins between EPTimeCard and EPTimeCardDetails typically show days with entries. I need to effectively identify and display the "gaps."How can I achieve this?

Recently set up a numeric attribute and a combo attribute. My intent was to add these attributes to the Shipment Confirmation Report (SO642000.rpx). After loading the schema and hitting the Refresh All button in the report designer, I found that only the combo attribute had been added to the InventoryItem DAC. That said, I haven’t been able to get the numeric attribute to show up. Does anyone know if numeric attributes show up somewhere else, or am I just missing something? 

Sometimes, a dollar figure such as $123.45 included in line description might be split into two lines after the “.”, i.e.The first line looks like: some description $123.The second line looks like: 45 more descriptionSetting the option CanSplit to False partially solves it but introduces another similar issue that a dollar figure such as $1,234.56 might be split into two lines after the comma, i.e.The first line looks like: some description $1,The second line looks like: 234.56 more descriptionIs there anyway to always keep the dollar figure together in one line?

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!

Is there a report that I can run to see the Prepayment usage. Our customers would like to know where the prepayment applications with  the details like Invoice Ref Nbr, inventory item, quantity and amount at invoice line level. -Thank you,Nalini  

I created a user defined field [Location.AttributeCHILDACCT] that is of type String ( nvarchar)In my generic inquiry if [Location.AttributeCHILDACCT] is blank then I want it to pull in the Project Customer [PMProject.CustomerID] otherwise I want it to pull the string in [Location.AttributeCHILDACCT]Here is my formula: =iif(([Location.AttributeCHILDACCT]=' '),[PMProject.CustomerID],[Location.AttributeCHILDACCT]) I keep getting the error message below.  The C002452 is the [Location.AttributeCHILDACCT] field. The issue is definitely with my condition in the iif statement. Are you able to set a string to a condition of blank in a GI?  I think I just don’t have the correct syntax for the empty condition.  

Hello,  Does anyone know how to convert a decimal values to inches in report designer?Example: Customer orders 12.50 feet in ACU on the sales order screen but want the value displayed on the report as 12ft 6inches.  Thanks

If you all have any good tried and true examples for Customer Statement forms in Acumatica please post them here. We are a pool company who does Sales, Field Service, Equipment Service Contracts, and Projects (New Pools and Renovations). Our Customers are constantly complaining about our Statement Form. We are currently using a modified version of the “Open Item” Customer Statement. We want to be able to show a clear snapshot of everything that occurred for a Customer on one form. Both for the Month and a specified period of time. Any suggestions?

Is there a report to use to pull vendors not used within a date range?

I’m currently creating a generic inquiry to create a CSV upload report to a third party portal. CHEP (specially treated pallets that are ‘rented’ by our customers). Every week we upload a report to the third party with a count of these pallets with pertinent info - such as which customer and their CHEP account. This also includes quantity. The conundrum I have is that there are 8 item codes. One item code is for a single pallet - so this quantity is 1 to 1. The other 7 item codes are 1 pallet per unit - the unit count is different on them. Example: Customer orders 1 unit of CHEP - qty is 40. They also order RPCs (reusable plastic containers) that are stacked onto 1 CHEP pallet. The customer orders 10 units of the RPCs, so the qty of CHEP pallets is 10. Their total quantity is 50.Where I’m having the issue is coming up with the formula in the results grid to report the quantity of the CHEP for the invoice. I am using ARTran.Qty. I need to translate the unit counts of the 7 item codes to

I have an report in Acumatica that I have customized and when I run the report withing the Acumatica software the formatting is exactly as I designed it but as soon as I print it the formatting is lost. I am not sure if there is a setting that I need to change in order for the formatting to stay when the report is acually printed. Here is what the section looks like in the report writer:  Here is what it looks like when I run the report in the system: But as soon as I print it the red past due box and the yellow highlighting of past due amount is gone as is the formatting of my aging fields as shown below:  Am I missing a setting or something or is the report designer really limited in what can be formatted when the report is actually printed. Any help on this would be greatly appreciated. 

In report designer, is there a way to have a where clause of sorts on a parameter that is searchable?We have a report that sales reps run for their customer by selecting their customer as the parameter. I would like to limit the searchable parameter to only show them their customers instead of every customer.

Can you have the menu which appears on the top right of most screens, appear in the side panel view. These above menu options do not appear when screens like an invoices, purchase orders are viewed in the side panel. 

Hi Acu Community,Is there documentation on creating a Generic Inquiry showing the List of Pending for Approval, specifically for Workgroup Approval?Thank you!

Hi. Is there any Rest API in Acumatica that returns the AP Vendor Balance? This value is not available in the vendor table so not sure how to expose via a GI and can’t find a Rest API that has it.  Thanks!

Hi Everyone,Is it possible to print: 1x pick ticket, 1x packing list, 2x Shipment Confirmation , 2x Label per order ?Thank youJennifer 

We recently upgraded from 23R2 to 24R2. It has been a very smooth process with almost zero issues.However, users have mentioned that on the Lot/Serial Numbers report, when they start typing the warehouse name (SiteCD) in the report parameter, the value no longer auto-completes.To select a value, you have to click an extra time to open the selector, which functions as usual.I’ve tried changing the schema field for the parameter in report designer, but it doesn’t make a difference. Does anyone have any ideas? 

Hi community,I have an expression that displays the orderDate and percentage data as on following screenshot. However, I want to hide the time part of both the OrderDate and DueDate, only showing the date. How can I achieve this?= 'Zahlbar bis ' + Format(DateAdd(CDate([SOOrder.OrderDate]), 'd', IIf([Terms.DayDisc] Is Null, 0, [Terms.DayDisc])), 'dd.MM.yyyy') + ' (mit ' + Format(CDbl(IIf([Terms.DiscPercent] Is Null, 0, [Terms.DiscPercent])), '0.00') + ' % Skonto = ' + Format(CDbl(IIf($TotWithTax Is Null, 0,     $TotWithTax * IIf([Terms.DiscPercent] Is Null, 0, [Terms.DiscPercent]) / 100)), '#0.00') +' EUR zu zahlen: ' + Format(CDbl(IIf($TotWithTax Is Null, 0,     $TotWithTax - ($TotWithTax * IIf([Terms.DiscPercent] Is Null, 0, [Terms.DiscPercent]) / 100))), '#0.00') + ' EUR) bis zum ' + Format(    DateAdd(        CDate([SOOrder.OrderDate]),        'd',        IIf(            [Terms.DayDue00] Is Null,            IIf([Terms.DayDue01] Is Null, 0, [Terms.DayDue01]),            [Terms.DayDue

I’m using a join between ARInvoice & ARTran as well pulling data from FSAppointment. I need ARTran for credit memos detail lines because it wont always match the appointment detail lines. When activated ARInovice-ARTran join causes a duplicate of how ever many artran lines there are. Any workarounds? I cant group by ARTran ref number for some reason as it removes my billable Labour totals. For context RefNBR 008452 in the last picture should just be the first 3 lines but its doing 3x the return because there is 3 lines of ARTrans in the document.