Reports and Generic Inquires

Hello Everyone,Can anyone tell me what happened to the POOrder.UsrVersion Field? I am showing it as needing to be refactored (working in 2023R2) but cannot find anything similar or mention of it in release notes. My Customer is using it track if PO’s have been updated since originally sent and it is no longer working on reports. Thank you!  

I’ve created new email template for sales quotation (QT). in the sales order preference form I selected that new email template as the Quote email. but when I’m sending the email it send the Quote as per the system by default email template. what are the other configuration do I have to do?  

I would like to make a generic inquiry similar to “Bank Transactions History”, without doing any customisations if possible.The purpose:  I want to see all matched and unmatched bank transactions, and then also add information to the inquiry about voided payments.  (Users want to quickly see which matched transactions need to be unmatched due to payments being voided).I want to use this CABankTranHistory.MatchedRefNbr but I can’t add this table in a normal generic inquiry.  Is that because it only exists within this customisation? I’m looking for guidance either in adding this CABankTranHistory to an ordinary generic inquiry, or how to link the tables that make up this information.

Hi, I've joined the APInvoice table with the APTran table to display the line-level tax amounts in the Project Transaction Register report.However, I’m encountering duplicate records, and I’m unsure which join might be missing or if there’s an additional table that needs to be included to eliminate the duplicates.I’ve attached project transaction register report for your referenceIf anyone has any insights, I would appreciate your help.   

Hi, I am trying to print lines for an Invoice Print using the report designer. It works fine when the invoice is a single page, however it does not when the invoice is multiple pages. The lines get drawn to the end of the page … I’d appreciate any ideas… Thank you,Bhavesh

I'm trying to create a Generic Inquiry that identifies sales orders where a required TaxID is missing, based on the Customer Tax Zone. Here’s what I want: If the TaxZoneID is STNRETAILR, the order should have both TNOTP66SALES and TNSTEX If the TaxZoneID is MSRETAILR, the order should have both MSOTPEXS and MSSTEX If either is missing, I want to show that order in the results so it can be corrected Below condition is working fine . But When i tick all together it shows 0 Records Means condition is not working when i active all. 

I’m hoping I’m simply missing something obvious.I looking for a report that I can define a date range, a warehouse, and a specific part and get a total amount that has been consumed for that part, through BOTH sales and production. The Turnover report doesn’t seem to take into account production usage.Before i go making a custom GI/Report based on the Inventory Transaction History screen to get a simple summary of issues and invoices, is there a stock report that my smooth smooth brain just isn’t noticing?

Hi all,I’m trying to figure out if I’m missing a trick, or if there’s a functionality gap here. With Azure Entra SSO configured, and using the SSO Group based Role assignments logic this introduces, I can’t find a way to report on ActiveDirectory Roles/Groups.While I was able to find PX.SM.RoleActiveDirectory, and query this to get information about which AD Groups have which Roles:  I wasn’t able to then join it to a Group name in a way would display, or find somewhere to join against to identify the link between AD group and User. I tried:PX.SM.ActiveDirectoryGroup This has the correct names like it should be providing me the name of the AD groups, but I couldn’t actually get information to display from it. (I think maybe this information isn’t persisted? Though it is possible I’ve got my joins wrong.) Any hints, or confirmation that I’m trying to do something not currently supported, would be really appreciated. My goals are to be able to reproduce something likeAccess Rights by Rol

Hi,After 2024R2 upgrade we are getting custom report error Cannot resolve the table name :[PX.Objects.Localizations.CA.CS.UnitOfMeasureI have read and followed some other suggestions about resolving these kinds of report issues but the issue has not resolved. Quick summary of what was attempted: removed UnitOfMeasure table from build schema, reloaded schema, and then add it back inWe do not have Canadian Localization enabled on the Enable/Disable form. Multiple reports are affected but, am specifically working on the invoice report, ar641000.rpx, which holds our custom report not the localization report, ar641000.ca.rpx

I have a GI for shipment tracking report created and hoping to add Invoice Number & Unpaid balance.Unfortuantely I cannot figure out how to get the field to populate due to the relations. “invoiceNbr” field cannot be used because the table to ARInvoice alias is not joined with other tables on the Relations tab.The same applies for CuryUnpaidBalance.Hoping I could get some guidance on how to operate the relations tab. I have tried to navigate through the DAC Schema but I am not getting the correct options. Thanks 

HI, I am trying to add total of each colum at the end of the report. But report is just populating 0 instead of sum of all values. Can any one give me idea on how to add it? I use variable of total end qty. But its nor working. Even its repeating again and again for every row. I have attached the report 

Hi,I've been using Acumatica for a year, and I still don't understand if the system will look for the .rpx or .ca.rpx report, or a mixture of the two. The sitemap always points to the .rpx but I see that "often" I have to make my changes on the .ca.rpx in order to see them.In the actual case I want to modify the report from site map AR64100 which point in the sitemap on ~/Frames/ReportLauncher.aspx?ID=AR641000.rpx so logically, i need to customize the .RPX but it seems to use .CA.RPX . I’m confused.I found very little documentation on this topic.Can anyone explain to me how it works?THANKS

Hi everyone, I’ve always struggled with how to pull two address types into a single GI, and right now I really need it. The GI I’m working on needs the Default Address (or shipping address) and the Billing Address info. Attached is an XML from my test environment. The problem I’m having is either no Billing Address info pulls through, or it pulls the same address as default. If I change Billing Address on customer it doesn’t show in the GI. Would really appreciate the help!

In Pivot Table , the time is not showing properly . It showing as Integer .For example below GI based Time sheet report for Equipment / Employee Time . This is showing correctlybut when we make a Pivot table using the same data the time is showing as integer , any option to show it as proper time . Tried “Format” option on Pivot table but it does not helped. 

I have added 2 attributes to a production order.  I want to print these on the production order ticket report AM625000.I added AMProdAttribute to the report with the following relationship. I then added 2 new Text Boxes to the report with the following values:=IIf( [AMProdAttribute.AttributeID]='STARTCASE', [AMProdAttribute.Value], '' )the second box has this value=IIf( [AMProdAttribute.AttributeID]='ENDCASE', [AMProdAttribute.Value], '' ) The first box prints as desired, but the second does not print anything.  ​​Here are the only records in AMProdAttribute: Any suggestions are greatly appreciated!!!!!

I created a generic inquiry it was working correctly until I tried to add the payments received column.  Now the contract amounts/billing amounts and payment amounts are wrong on ones with multiple invoices.  I know the problem is creating duplicate lines for projects with multiple invoices. I tried the grouping function and getting rid of the sum function but that didn’t work so I think it how I joined the tables.  I can’t figure out how to fix it.  I attached the xml file.

I know there is already a request for a report of inventory aging here:  However all we really need is one field “inventory age” with the formula “X DAYS SINCE RECEIVED” to inform us how old the inventory is in general. We are fine with it always using the most recent receiving date for each item, without needing a value for every single receiving to have occurred against it. So the field would need to show the count of days since the last time the stock item was received.Days since receiving date. Using the date received field we just need to count days “since”. So received date being yesterday would have the value of “1” in that field for output, for example. What would this formula look like in the results grid builder for GI customization?  

Hi there everyone. For a while, our company has struggled with allowing reports to be accessible to employees, while making sure that they did not have access to other branches financial information.  However, we still want branches to be able to see each other’s inventory values, therefore we can’t set up Access Roles for each branch as is suggested in this post. https://community.acumatica.com/configuration-and-installation-114/restrict-access-scenario-give-a-user-access-to-specific-branch-should-only-view-inventory-quantity-from-other-branches-11782The only solution lately (that I have been able to manage) is to either create a separate GI or report for each branch. However, as of 24R1, we have been able to tie in another GI as a data source, which lead to the creation of the attached GI.  It should allow you to always load the current user, and get their default branch ID.  By using this as a data source, you can set a filter for the current GI that makes it so that the branch or S

I’m trying to create a GI that lists each Inventory Item one time and I want to show the Sales Category or Categories for each stock item without duplicating the Inventory Item. I would like the field to list all the Sales Categories that the Stock Item includes. For example, we have a Category called Machines. We have machine A and Machine B. We have several parts that can be used on both machines. When I make my inquiry I don’t want to see multiple records for the same stock item that has sales categories of each machine, I want the Stock Item Record as 1 line, but the field “Sales Categories” to list all of the Sales Categories the Stock Item is found in.

Hello.I’m trying to create a copy of or modify the AR Aging report. It needs to be run by salesperson but should not include any customers that ARE or HAVE parent accounts. That is, excluding any parent accounts and children accounts. I know I can simply add a parameter to run the report by salesperson, but I am having trouble finding a way to exclude the parent/child accounts.I think I can remove children accounts as those customer IDs are hyphenated so I plan to filter out all customers including a “-.” However, there doesn’t appear to be any fields in the customer DAC that identify if an account is a parent such as “isparent” etc.Does anyone have any ideas for this? Thanks in advance! 

While trying to edit the production ticket, I created two footers for group1. My goal is to put groupFooterSection3 at the bottom of the page, but the report designer automatically creates a page break between groupFooterSection1 and groupFooterSection3. Does anyone know why this behavior is happening, or how to fix it? I attached some screenshots of the two sections and the preview. From the preview, we can see that there is plenty of room to add the groupFooterSection3 to the bottom of the page, but it instead adds a page and places that section at the bottom of the new page. 

In the condition tap in the GI my state field is blankSo, I'm trying to set the states to specific ones, but my state field is blank.I know the Address and ARAddress both contain all my states  

We upgraded a site from 23R1 to 24R2 and the EPView DAC is not providing the ability to query the “Read” status of the Activity any longer. It’s always marked as Read.The users were expecting to the new Tasks highlighted with the BOLD style, but the initial value for the Read field is always true.The EPViewMy DAC was made obsolete too.Is there another method to detect when the Task has been read by the users?Thanks   

I’m trying to build a GI to show current Std Cost, with the Effective Date, and Last Standard Cost with the date of the last cost.  I can’t seem to find the date of the Last Standard Cost.  Am I missing a field/table somewhere?  I am looking at InventoryItemCurySettings and INItemCost. Should I just assume that the effective date is the Last Standard Cost Date?

Would like to add the current balance for the Vendor in a Compliance Management GI.   GI shows the compliance information but would like it to also show the current balance.   Since there are 4 lines for each vendor, know there will be duplication if the balance can be displayed, but at least it would give our compliance person the info on who is expired and who has a balance.   Haven’t been able to find the correct relationship of tables between the ComplianceDocument table and Vendor/APHistory.  Is this even reasonable to do?