Reports and Generic Inquires

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? 

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