Reports and Generic Inquires

How can I include date of last payment on our statements? There is currently a “last statement date” but I would rather change this to “last payment date”. I think I need to add a payment table to the schema (likely ARPayment) but I haven’t been able to figure out how to then configure it on the Relationships tab. I believe from there I could just use =MAX([ARPayment.DocDate]) to display the most recent payment date. 

I have a slightly weird question.Can I have multiple IIF expressions within one field? It seems possible, but I am not sure how to accomplish this. I would like to change the cell style based on the text inside of it. But the system does not like me adding another IIF statement within my expression. This is what I have right now to keep it simple, but once I can get it to work, I will add a couple more colors. =IIf( [InventoryItem.PreferredVendorID]='100045', 'purple20', 'default') ORIIf( [InventoryItem.PreferredVendorID]='100351', 'yellow20',' default')   The System doesn’t like my OR placement, does anyone know a better way to do this?

Two new fields were added to the Activities screen. “Promised to Pay Amount” and “Promised to Pay date”. These were added by a customization project. When a generic inquiry is created the values do not display. But if a sum is done on the column. It shows the total. Any thoughts?

I have a client that would like to view all of their fixed assets and their calculated depreciation for the next 12 months in a single report. I have edited a copy of the Fixed Asset Balance report (FA630000) and I made a custom report (FA63001D) to use as a subreport that will list the financial period, calculated depreciation, and YTD calculated deprecation.  The subreport takes 2 parameters: [FixedAsset.AssetCD] and [FABookBalance.BookID]. Passing the BookID works fine but for some reason it doesn’t like how the AssetCD is passed to the subreport. If I hardcode a value for it like 1000-001, it works but I want it to run the subreport for each asset in the main report. I’ve also tried basing the subreport on [FixedAsset.AssetID] but this gives the same result. The stack trace only gives this for a SQL message:  @@DBTS, IDENT_CURRENT('WatchDog') OPTION (OPTIMIZE FOR UNKNOWN)/* */  

Hi All,I have a GI where I am pulling the total quantity required for Materials in multiple production orders.The GI is grouped by AMProdMatl.InventoryID and the TotalQtyRequired has the aggregated function: SUM. Then I have the INSiteStatus.QtyOnHand which I have the aggregated function: AVG so that I see the actual On hand quantity and it does not technically get grouped. What I would also like to have is an expression of =IIf( ([INSiteStatus.QtyOnHand] - [AMProdMatl.TotalQtyRequired])<0, [INSiteStatus.QtyOnHand] - [AMProdMatl.TotalQtyRequired], null) Meaning if we are short QOH for what is totally required, it will show the difference. Or else its blank. For some reason I cannot get this Expression to display correctly. I am assuming it is because of the Grouping and maybe aggregated functions. Is there some way I need to do something to choose the aggregated function like this:=(AVG[INSiteStatus.QtyOnHand]) - (SUM[AMProdMatl.TotalQtyRequired])   ? I have attached my GI, a lot of

I was making some changes to the Project Issue report and now it is completely inaccessible. Usually if there is an issue I can go back to a previous version, but the system isn’t even allowing access to the screen where I can select an inactive version. When I click on Project Issue Form under Project Management/Reports, I get the “We’re sorry an error has occurred...” message. When I click on show trace it tells me the error is 'Element' is an invalid XmlNodeType.I also tried opening the report directly from report designer and receive an error message there stating “The designer loader did not provide a root component but has not indicated why.”How do I fix this? Any suggestions would be appreciated.Thank you! 

Had this issue at first, replaced the table and then got this issue after. what would be the equal to this table in acumatica? Client upgraded from 23R1 to 24R2 and started to have issues with these reports that worked before

I need to show a data field as justify not left/ center/ right. Is it possible do it 

I'm creating a report in Acumatica Report Designer i want two parameters item_1 and item 2 connected to itemclass cd so that user can select both items. Item 1 is working fine but when I am attaching Itemclasscd with item2. the report is returning null. I have attach rps file. Please Guide me on this I am not good at reporting.

I am attempting to add a parameter to the Sales Order GI. I need to search the field for any that contain the contents of the parameter.I have it set like this: This results in: How do I prevent the <NEW> and, if possible, the lookup table? I want the users to have the ability to enter text without the system trying to lookup an SO

Is it possible to print this format as it is in a report using report designer.   

Hello,I’m using the Expose via OData with some generic inquires to get some data via the OData API. I need to know the total number of records. You can clearly see the total number at the bottom of the results grid but I don’t know how to get this information in the OData response.How can I get the total records for a Generic Inquiry in the OData api?

I would like to have the results of one widget update another widget on the same dashboard. I have a list of customer invoices that are grouped by customer and shows aging on one widget. I would like to be able to highlight one customer and have the list of their invoices displayed in the other widget. Is this possible?

Hi,Is there any way to use the UPS Bill of Lading as a template in Acumatica Report Designer? I tried searching online but couldn’t find anything relevant.We would like to use the same layout as the UPS Bill of Lading. Is it possible to import that template into the Report Designer, or would we need to recreate the design from scratch?Thank you! Please guide 

I have a Warranties section of a quote report that has static information on every quote. The customer also wants to be able to customize each section with additional information.I created attributes that allow the user to enter custom verbiage and I’ve added the attributes to the report: I also created a visible expression for those fields, as I don’t want them to print if the user hasn’t entered any text in those fields.The issue is that the space for those fields still prints (even with the visible expression).If you put a visible expression on the whole group, it won’t print and it won’t leave a space for the group. But I really don’t want to have to split each little section out to it’s own group.Is there a way to do what I’m asking? 

We set up approvals on SO Invoices.  When the approval is created we want to send the approval requested email to the salesperson along with a PDF of the invoice.  I created the email template and assigned it to be used for invoice approvals.  I have 2 issues. (1) the email fires off when a new approval is created but for some reason it is creating 2 identical emails.  Issue (2), even though I have a report configured to be attached as a PDF to the email, it is not creating and attaching.  I know the email template is connecting to the correct data because in the body of the email I include the invoice # and approval ID - so it is seeing the correct data (see 2nd screenshot).   And on the report attachment screen (1st screenshot) I specified the report, it sees the parameters and it sees the possible values to select for answering each parameter.  But for some reason it doesn’t generate and attach the report.a Any ideas?   

I would like to display the Day of the week in a GI,  Either display, Sunday, Monday, Tuesday, etc… or display, 1, 2, 3,   Where 1 is equal the first day of the week etc… So for Document Date,  I would like to see  Document Date   Document Day10/6/2023          Monday  

Hi, I’m trying to better format a Dashboard Table to show whole dollar rounding for some of our GI’s. I’ve been scouring different DACs and Community posts trying to find a ‘whole dollar’ schema that would provide a right aligned number with comma separators and no decimals. (#,##0).I’m able to use these parameters for Report Design and Pivot Views, but cannot find a schema to use with this format. I’m hoping I’m just way overlooking the solution to this and maybe someone could help me out. I’d really like to avoid creating a Customization to achieve the formatting.

I would like to create a report that includes Inventory ID, Description, Lot Number, Warehouse, Location and Ending Balance ONLY. The system seems to be only pulling transactions which ends up looking like duplicates on the report itself OR the lot number is completely empty. Is this a limitation?I found this previously posted:  

Hi All,We have added date filters and Location Filters to the Inventory Valuation report. Could you please assist us in resolving the data filtering issue specified below.If the date filters and the warehouse, Location filters all are selected, data is filtering properly and prompting expected results in the report. Whereas when only Data filters are selected, without Warehouse/Location, it is prompting incorrect results. (not filtered)We have attached the screenshots for the Relationships and filters tab in reports.Please review the report considering the issue and share your thoughts.Thanks,Swathi A.

Hi AllWe have a custom report in our instance (24R1) called ‘Quantity Sold Report’ it basically gives us how many items were sold, how many we have on hand and how many we have on order (see screenshots attached).The users wanted a bit more granularity to the report and asked if it was possible to include the brand of the products as well, since brand was an inventory attribute being used, I was able to add it as a parameter and it worked (see screenshots attached).We have another attribute that they would like to use as a parameter, that being the ‘Critical’ attribute to mark if the item is a critical item or not. I added the parameter to the report same as the brand attribute (see screenshot attached) but the items do not show how we wanted it to. If the critical item checkbox is ticked, then only the items marked as critical show up which is correct, however if the box is unticked only the items that are not marked at critical show up. I’m not sure if that is how the behavior is sup

Hi All,I need to create a GI based on the below info. I don't know how. Does anyone perhaps have a similar GI that I can use or give me documentation on how to do this. I am still new to Acumatica ThxDries

Hi,  I am having troubles converting my attribute value into a number for my expression.I have an attribute applied on some stock items that is called UNITCOUNT which is just a field where I can enter a basic number.Essentially a 10 count box the unit count attribute would be 10. Or in the same way, 10kg of powder would be 1000 servings so the unit count would be 1000.  I was told to pull in the CSAttributeDetail Data Source but I am not sure that I connected it correctly. The UNITCOUNT attribute displays in the GI perfectly, however, when I put it into an expression like:=([AMMTranSplit.Qty]/ (CStr([InventoryItem.UNITCOUNT_Attributes])) I then get an error when viewing the GI  I was told to use CStr() or CDec() to make sure the attribute was converted into a useable number for the expression, but it is not working. Any help on this would be greatly appreciated.  Here is my GI attached:

Hi everyone,We have a custom report titled "Freight Out Expense" that only has two parameters: From Date and To Date. However, the additional sort and filter options within the report don’t appear to be working when the report is executed.Has anyone encountered a similar issue or can provide guidance on how to troubleshoot this?Any help would be appreciated. Thanks in advance! 

Hello, new to Acumatica and looking for help. I’ve looked through the receivables and noticed that I can’t select certain past due invoices to the same customer with attached copy of their invoices by email. Are we able to do this? Also, are we able set up a schedule for past due invoice(s) to customer by email along with a copy of the invoice(s)? Thank you!!