Reports and Generic Inquires

The Generic Inquiry has more than 3000 of records. In the footer the Aggregate Sum is not showing. Any Idea to get the Aggregate Sum ?

Current procedure requires the manual selection by BRANCH to see the UNPOSTED BALANCE prior to release of activity that has been uploaded for each subaccount.  Is there a quicker way or system report that would return the end of period UNPOSTED BALANCE listed by SUBACCOUNT?  The Account by Subaccount only reflects the RELEASED BALANCE.

Hello,  I am trying to create a GI that shows inventory usage (sales and issues) for a pivot table that will display the current 12 months vs prior past 12 months.  My last activity link does not seem to be displaying data for the last activity period.  I am also trying to create a formula to group periods by current and prior which I can use as columns on a Pivot Table for qty totals. Something like switch(month(today()),'1',month(today()-1),'1') then when it gets far enough back switch(month(today()-12,'2',month,today()-13,'2') but I am unsure of how to apply this in the GI. Can anyone provide help on this?  GI attached. thank you! 

Hi! I am merging two Generic Inquiries together to achieve the following:If the item on shipment is a kit item, display the component items of that kit, and the vendor inventory item of that component item. If the item on shipments is not a kit, then display it as is. Issue:While everything is pulling in and displaying correctly. I am unable to drill into the item if it is a kit, and unable to drill into its related component items. When I click on them, I would expect it to take me to the stock item screen, however, it gives me the error: Object reference not set to an instance of an object.If the item on shipment is not a kit item, I am able to click on the item and it does take me to the stock item screen. Any suggestions on what maybe causing this issue and where I should look at?Attached below Shipment Detail is the main GI. 

I think I know the answer to this already (since the import scenarios tied to a business event have a data provider tied to the business event) but I figured I’d ask.I have two generic inquiries that present the same columns and data; one is based on serialized inventory while the other is based on non serialized.  I have a business event that runs through these and does some automation (a couple of GL entries).The business event logic doesn’t matter whether it’s serialized or not; the formulas within the GIs are slightly different, though.  I could probably consolidate them and have more complicated formulas, but I’m curious if there is a way to have a single business event that is tied to two separate GIs, without copying the business event (and the two import scenarios that it triggers, which is where the real magic happens).

Hi all,I’m trying to figure out some user auditing that I don’t think I can reach via the UI. There’s an Operation column in LoginTrace, and it would be useful to know what the different numbers there might translate as.  Does anyone have a key?(the particular numbers I just spotted are 2 & 4,1 (Login)& 16 (Screen accessed/modified)I think I understand, though obviously I could be wrong.

Adding the Terms defined on the customer to the customer Statement Report.  AR641500The Customer table is part of the standard report, but when I add any of the Terms_ID fields to the report I get an error saying it is invalid.  Any thoughts?I have tried all 3 of these with the same results.  This is under Customer in the tree shown in the image below. 

Hi Everyone,I am working on a P&L monthly analysis report for projects. but I am having trouble on how to configure the totals’ column, i.e. when I run the report for example for March. it will show columns of Jan and Feb with zero since there are no figures in those periods as you can see the screenshot, but in the totals’ column it will show the totals from all the other previous periods not just the ones in the report which is ideally supposed to be zero. If there is anyone who knows to solve this, please help out.This is how it’s set it up in column sets. 

Is it possible to turn number format to letter format in a reportE.G: 100 I need like this → One Hundred 

Hi All,I am trying to get my generic inquiry to do two things that I am not understanding… Grouping the items from the bom into a grouping in some way so that it doesn't look like i need the same weldment 36 times Also, this is what it is generating when the BOM i am working with is  It seems to be changing the work center on the second operation and is doubling how many times it is showing it.  Any suggestions are helpful at this point or if more screenshots are needed please let me know!

Hello. I’m trying to create a Generic Inquiry that pulls information from the PREmployeeAttribute screen which resides under Employee Payroll Settings > Tax Settings.I have the GI created and linked with the PREmployeeAttribute table but I’m not sure how to specify which ROW and COLUMN that GI pulls.For example - when I choose Object: PREmployeeAttribute > Data Field: value it will return the social security number. I’m guessing because that’s the first value on the table. But I want to add another column / row in the GI that pulls the ‘value’ from the Ethnicity row. 

So I was calculating the % completion on a project in a generic inquiry by dividing the actual costs to date by the Revised estimated costs on a generic inquiry.  After some help from the community I was finally able to get the formula to not error out.  The ending calculation was not correct so I took out the division piece and had it show me just the top number and just the bottom number but those are not pulling correctly.  I used the same fields that are existing on other lines the generic inquiry. I’m usingPMBudget.Type= ‘E’ and the PMBudget.ActualAmount for the cost to date PMBudget.Type =’E’ and the PMBudget.RevisedAmount for the Revised Estimated costs. If I just pull those lines that already exist Actual Cost to date and Revised Budget amount and setup new lines copying the same formula.  I get different amounts.Here is the results the column and the test column next to it have the exact same formula I copied and pasted but they come out with different results?Original Cost to

I’m trying to get a contact email from a Sales Order to a email, however, this is bringing in the Contact ID and not the email. I’ve tried to get the email in the box, but only the ID is able to add an attribute. IS there a way to convert the ID into a Email. 

Thanks everyone for the help recently on creating some new Dashboards, learning lots! A new issue/opportunity that has popped up:I am trying to create a meter widget that shows our sales reps their Margin dollars compared to their Margin Quota.The Margin Quota is stored in an attribute in the employee table.We have the GI already focused in on the individual employee but not sure how to have it pull in the Employee Quota attribute for that particular employee.Here is the attribute: Thanks

I am trying to enter a formula into a generic inquiry that gives me a % of completion based on:cost to date/estimated budgeted costs * 100When I started I kept getting a div/0 error so I wanted to write the formula as follows  if the cost to date or the estimated budgeted cost was less than or equal to zero then column would return a value of 0 otherwise it would return the value of the calculation.  I am just learning the syntax of more complex if then statements. I have tried everything and moved from syntax errors to index out of bounds. Here is my formula that is now generating a invalid string constant error. =iif([PMBudget.Type] = ‘E’,iif(([PMBudget.CuryActualAmount]<=0) or ([PMBudget.Revisedamount]<=0) ,0,([PMBudget.CuryActualAmount]/[PMBudget.Revisedamount]),0)      It seems like it should be a fairly simple formula but it just not working.  I’m missing something.

Hi: The dashboard Production Manager 2024R2 has a Work Center Queue widget showing the Quantity to Produce. The Quantity to Produce column is the quantity to produce for production orders planned, released,  and in process. I expected it to be (quantity to produce – quantity completed – quantity in process = remaining quantity to produce). However there is no such column in the GI.The solution could be to have CoPilot that answers my question “ How can I see the remaining quantity in the GI?”See more details in the attached document.Thanks for your helpToon SixToonSIx@intercs.com

I would like to be able to keep track of quantities that were produced during Overtime Hours.My initial thought was to have a GI for move transaction history with a checkbox that would check if it was made during these overtime hours. This has proven to be quite the task and I just can’t get the correct transactions checked.  I then thought I could create a Work Calendar and pull it in as a Data Source to compare with the times that the transactions occurred at. For this I had to create a GI that pulled the time information from the work calendar which made it display as a formula when it was used as a data source. However, I get an error when viewing the inquiry that these items “can’t be bound”  (whatever that means).  My new thought would be to create a business event that would trigger when a move transaction happened during Overtime Hours and it would automatically update an Attribute within the produced item displaying OT.  This way I could filter by the attribute.  However this

I am trying to retrieve the tax ID number from the vendor table. I see the field I need, but it comes up blank. All I need is the vendor and tax ID to show up in this query, and all I can get is the Vendor ID and name to show. I tried linking the location table, but I get the following error: conversion failed when converting the nvarchar value ‘Main” to data type integer. I feel like this should be a simple query, but I am obviously missing something.

I am running into an issue when attempting to publish a new report I have created from scratch to my Acumatica instance. This is occurring after our upgrade to 24R2Unlike the other related article, How to resolve the 'Root element is missing' error on opening a report in Acumatica Report Designer | Community, this error is happening in Acumatica and not the report designer itself. I know my report designer is working correctly because I can edit and save-to-server existing reports without issue.The issue only happens when I try to use a new site mapping. I am able to connect the report designer to Acumatica. I can save it to the server. I have updated the Site Map screen to create a new screen for it - IN615300 since it is an inventory status report. I have set permissions to allow the appropriate people to access the report. Yet, when anyone goes to view the report, we all see: with a trace of:  Is there some additional configuration I need for new reports? Are there restrictions to w

Hello all,How can I print the page numbers in a correct way? I now there’s an option under the properties section - Print on Every Page but I’m unable to find that option in report designer.   FYI, there are no joins/tables being used in here as it is just a simple form.

I am building a GI that would link service orders with sales order. In this case, the service order is not created from the sales order, so they are not inherently linked. Instead, the sales order number is entered manually in the description of the service order.So I am looking to join the service order and sales order tables through the service order description text field. How would I do this join?The join above is not getting me any results. 

I have been hired as an accounting consultant to clean up several accounts and I am brand new to Acumatica.  One mystery is the Purchase Accrual Balance by Periods Report.  There are issues that are almost 5 years old.  I see purchase orders that say that they aren’t received, but the PO has a receipt.  I also see PO’s that show that it hasn’t been billed, but I see a bill with that PO number in the system so I’m at a loss on how to proceed.  Does anyone have any ideas on how to proceed?

Hello! I have created two generic inquiries to be pulled into a main one. Numbers on the subqueries are correct, however the numbers are being pulled into the Main GI incorrectly. Any ideas are appreciated! I have tried changing the join type for some tables and changing aggregated functions but has had no luck. The goal is for the GI to display amount applied to invoice, payment amount, amount applied to SO, $ value of shippable items, and $ value of non-shippable items, all grouped by SO. This is the main GI - SOByLineItem and PaymentGi are two separate GIs used as sources. These are the fields being pulled from the other GIs.This is the payment GIThis is the SOByLineItem Gi 

I cannot seem to get this parameter to show up when trying to run this report. The field does have values when running the inquiry through the GI. I have the correct data type selected and the joins are correct. It’s been driving me crazy.Screenshot 162720 - Schema Builder on report designerScreenshot 162748 - The report I’m trying to add the parameter on.Screenshot 162817 - Results of clicking “source data” through DAC schema browser for “FSContractPeriod”Screenshot 163019 - FS-ServiceContractDetails inquiry results

Hi All, I have a bit complex task assigned to me.I'm working on customizing a report in Acumatica Report Designer  Sales Profitability by Customer Class report. I want to add a GroupBy parameter that allows grouping the data by Weekly, Monthly, Quarterly, Yearly, or 5-Year periods. Like if Select the Quarterly it should the prior 3 months data and it should be visible inside report too. Any Idea on how to this task? Any help would be great.Thanks