Reports and Generic Inquires

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? 

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