Reports and Generic Inquires

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!

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!