Reports and Generic Inquires

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. 

Is there anyone can help me to display 5 line items on the first page of the report then sixth or next line item will display on the next page of the report

How does one create a fully new report? I’m making a tweaked version of an existing report, but need to create a new report on the site, and I’m not sure how.Thanks for any help.

Is there a way in a Generic Inquiry to determine the which Quarter of a year a date falls in.I am working on a Generic Inquiry where I would like to display the Quarter of the year the SOInvoice.DoDate falls in.Thank you!

I need help, having difficulty adding multiple line item attributes to the AM production ticket report in report designer. Does anyone have any tips or a report they can share with similiar item attributes added? I truly appreciate any help or guidance you can offer.

I recently had the task of creating a report with a two-column layout and was surprised at the lack of guidance available, so I am posting my results for the next person to find more easily. Hiding alternating rows formula: The key to creating multiple columns pull more than one record of data into a section and then to toggle the visibility of that section by a formula that uses the modulus (% operator) of the row number.First create a variable for the detail section, $RowNbr, with a value of =$RowNbr + 1. If you have groupings for your data, then also set that $RowNbr variable in the parent group to have a value of 0, which will reset the counter in each grouping.Then for the VisibleExpr of that detail section, set the value to =$RowNbr % 2 = 1 to look something like this:Record 1          Record 2    (visible)$Record 2          Record 3   (hidden)Record 3          Record 4    (visible)Record 4         Record 5   (hidden)… Displaying multiple records in one section with NEXT():One ap

hi, All. I am working on export scenario and data provider is GI. I am trying to update sales order fields using data provider GI. But Export by scenario is not showing any records. I am trying to put/update/rewrite tax tab in sales order screen.Can some one please guide me on this 

Hi! Does anyone know if you can use substitution lists with GIs? I’m trying to use them instead of using a long IF formula. This is what it looks like and the error:   

Hello,  Does anyone know of a way to parse data based on a unique identifier in report designer. For example: In one field of a report, Order Description, we want to parse the data using report designer where there is a unique identifier. When the description has a ; we want to add a line break on the report to put the value after the ; on a second row.  Order Description: Ship This Today; UPS GroundWe want the report to display the values as;Line 1: “Ship This Today” (Line Break based on the unique identifier ; )Line 2: “UPS Ground” 

Hi everyone, I think I have thoroughly researched about the topic but cannot seem to find a suitable solution. Anyway, our order confirmation report prints an extra page. The solutions I found are:To make PrintEmpty and PrintForEmptyGroup set to False.  Papersize to LetterTo no avail, I am still getting extra page. Is there a way to “hard set” how many line items are printed before it goes to the next page? As you can see in the screenshot, there are 26 lines items (for the product description field in the line item I changed the properties to CanGrow/ CanShrink/ CanSplit so that the entire description is printed. In this casem line 26 does not have a long description hence in my point of view the footer should print in the first page hence second page should not be printed unnecessarily.I have attached the report in case you would need reference. Thank you so much for your time. (Kindly take note I have removed some of the fields for privacy but the spacing is needed hence no section

Is there any way to do a contains or starts with in an expression? Google gave me some suggestions like using ‘LIKE’ or StartsWith([Field], ‘value’) but acumatica says its not supported. I am trying to do a parameter for IIF the location ID contains or starts with a Q, then Remove the Q, and if not, leave it as is.  Like this:=IIf( ([INLotSerialStatus.LocationID] LIKE 'Q'), ([INLotSerialStatus.LocationID] - 'Q'), [INLotSerialStatus.LocationID] ) Or this:=IIf( (StartsWith([INLotSerialStatus.LocationID], 'Q')), ([INLotSerialStatus.LocationID] - 'Q'), [INLotSerialStatus.LocationID] ) However, I cannot seem to find a way to do a contains expression. Is this possible?

Hello,  I am trying to create a report to return SO lines related to production orders.  The AM Tran table contains a custom field which flags each item that needs to be printed on the report so I need that table in the report.  That table is causing duplications based on production transactions related to the items.  I was able to get rid of duplicates by adding a condition to join on lot/serials and a grouping on AM Batch number, but our client wants the grouping on SOLine.InventoryID, Alt ID, and a custom field on the SO Line.  When I changed the groupings it began duplicating the lines when the Lot/Serial was the same but the items appear on different labor tickets.  Does anyone have any suggestions on what I can add to the join or grouping to get rid of duplicates? I am unable to share the XML due to sensitive data.  

hi Guys, I am working on report and everything looks perfect the only problem is when i exporting into excel the Order QTY values disappeared from the column.  I am only tring to export two Columns other is working fine but this OrderQty is not showing any data in the excel but present in reports.  Before that it was like this i only changed the order columns  

I have been given a request to add an extra field to a “Production Order Material Summary” GICurrently the GI will display a summary of all the materials that were used in a Production Order. But my coworker wants, on that same GI, to also have a link to that Production Order number that the Material was created from. For example, we blend powder through a production order, then that powder is used as material for a Packaging Production Order. And they would like to have a link back to the creation of the material.  I attached my current GI, I have seen duplicate Data Sources before, but I have never used them myself. I assume I would need a second AMMTran to pull the creation transaction. But I have no idea how to relate it to the material instead of the Production Order that the material was consumed in. Any Help would be much appreciated. 

Hi All,Could you please advise on the best approach to transfer Generic Inquiry data to the customer’s external SQL Server database? The data needs to be transferred and synchronized periodically.Thanks 

Hi everybody, do you know if one can add a subreport in another subreport? (And then have both of them in main)  or as alternative solution: add on the main report a second subreport in the same section type (second reportfootersection)?

Has anyone seen this error before when selecting a template on a report? I can’t find any details on what may be causing this error on a report template, and Acumatica support will not assist as the error is occurring on a custom report. Something to note with this error is that template gets selected, error occurs, report can still be ran. BUT, this will not work for us because client wants to be able to use these templates when sending reports. Because the error is occurring, the send reports feature is not populating correctly. undefined: Cannot read properties of undefined (reading 'setControlError')

I am currently doing a number of changes on a report in report designer.One of those changes was to remove a subreport that was two pages long. First I tried simply hiding it, setting visible to false. But that did not work.Next I tried deleting it completely.Once deleted, the report is no longer showing the 2 pages, but I now have 1 blank page at the end with only header/footer displayed - how do I get rid of this? 

Currently working on setting up a GI to use for a dashboard for our sales reps. On the dashboard properties I'm using the “attributeQUOTED” field as my “field to aggregate” and using a sum function. The problem lies when I try to use an “inquiry field” as my alarm level type. I entered the alarm level integer in our GLTran DAC but the data is not behaving as I expected (I’m obviously missing something). I can either pull the correct number for the quoted sum amount or correct alarm amount, but never both. I’m assuming this may have to be because of the relationship between the two DACS. I can only get the correct alarm amount to diplay when I group the data by Gltran.AccountID, the project quoted amount wont sum when this group is applied. Same goes for the quoted amount. I can only get the correct amount displayed when I group the data by PMProject.ContractCD, when this grouping is applied the Gltran amount duplicates for each row.Is there any way I can get both values to be displayed

Has anyone successfully written a Cash Flow Statement in ARM with a YTD column? Am stuck and would appreciate any help!