Reports and Generic Inquires

Hi, We have a form that has an embedded image in it. I need to use this image on a different form. Is there a way to download this image. The image is a jpeg. I only see the ability to add a new image or delete an image. 

I know more than the basics in Acumatica but this one I’m wondering if a) is this possible? and/or b) should it even be attempted?I need to create a generic inquiry that would show on hand qty for all configured items, with their configurations listed.Help?

I have added Terms to the AR Aging period sensitive report in Report Designer.  However, it is only pulling the Terms for customers that have only invoices and debit memos, not payments and credit memos.  I believe I need to pull the terms id from the Customer Master, but have not been successful with using the Add Schema fields to find how what needs to be linked to pull in the Customer Master Terms id.Does anyone have an example of how they have accomplished this?Thank you,Beth

I am trying to replace the Owner ID in a generic Inquiry into the project managers Initials.  I created the formula below: =IIf([PMProject.ownerID]='Joel Darby','JD',(IIf([PMProject.ownerID]='Daniel Bandanza','DZ',(IIf([PMProject.ownerID]='Michael McLaughlin','MM',(IIF([PMProject.ownerID]='David Dunn','DD',(IIf([PMProject.ownerID]='Josh Lavallee','JL',(IIf([PMProject.ownerID]='Daniel Mahr','DM',null)))))))))))I am getting the Error message Conversion failed when converting the varchar value 'Joel Darby' to data type int. when using PMProject.OwnerID in a generic Inquiry formula.  When I just pull the data field It shows up as the full name but the DAC is telling me it’s type int which I am assuming is why I am getting the error message so is it maybe pulling the PKID?  I can’t find anywhere else where I can pull that info as varchar.

I would like to pass the value in a dashboard parameter to a generic Inquiry parameter using the Link Widget.Can this be done? If so, what is the proper syntax?I have tried the following:GIParameter = DashboardParameter results in the GI parameter populated with the string DashboardParameter not the value of the DashboardParameter.GIParameter = [DashboardParameter] results in the GI parameter populated with the string [DashboardParameter] not the value of the DashboardParameter.GIParameter = @DashboardParameter results in the GI parameter populated with the string @DashboardParameter not the value of the DashboardParameter. 

Hello!I am hoping to get some help with report formatting for the balance sheet. My company is looking to replicate how Quickbooks formats their balance sheet (a total column for Subaccounts; a total column for the Accounts; and a total column for the section total). I am having issues with my 3rd column displaying any value other than the description if its calculating the sum of multiple Row Lines that have different account Classes. If I do an account range in my Total Row, it will populate, but for this specific section, an account range isnt possible, since there are other accounts between 10999 and 12010 that I don’t want the report to publish in this section. Anyone have any guidance on how to get the total to populate in Column C when totaling multiple rows with different account classes?? Any and all suggestions are greatly appreciated! Column Set: Row Set:Report: Not populating a value.  

For example I was trying to have a value in the parameter default to blank. after searching through some existing generic inquires I found the =null.I need to limit a generic inquiry to show only records for that specific user that is logged.  I want the project manager to be able to get a profitability report on projects but only their projects.  I can’t figure out the syntax to put in the “ownerid”  field so it only pulls their projects.I thought it was @me but that didn’t work.i think I am going to start compiling a list if it doesn’t exist because it would be helpful to those of us that are fairly new to writing GI.  

I am looking for a way to do a mass update to file attachments that orginate from AP and update the checkbox of Is Public to true.  I am not finding a screen accessible in a GI to do a mass update.  Has anyone tried this or have experience with a mass update such as this?  

I am very familiar with Generic Inquiry.I am trying to create a new one, even getting down to a very basic request, such as list AssetCD’sI get the result “error has occured”… generic inquiry does not exist anymore.I checked another one that worked, copied and pasted to a new GI and the same error message result….We recently upgraded to 2024R2.Anybody else having that issue?   

I had a request to add a stock on hand to the Pick list which was done successfully.Post this development my non stock item don't show on the picklist.I am aware that this is because of my join as below:I have tried a full join against inner as below to no avail. Not sure what could be a good workaround for this.SOshipline inner Insitestatus (last screenshot)Any guidance would be appreciated. ​​​​​​​ 

Issue: when you pull the [ARPayment.CuryUnappliedBal] or the [SOAdjust.CuryDocBal] you get all sorts of balances that don’t show up in Sales Orders → Payments → Balance.How do I get only the balances that show up on the SO? I’ll attach the mess of a GI I’ve made trying to figure out how to find what’s what.

hello, i want  make the filed  decimal places like thisi used the Floor() formula it rounded up to a whole ing. i used the Math.Round() and Round () formula and its still give me the same issue this is the function i have in my data fieldIIF([ARInvoice.DocType]='CRM', [ARTran.ExtPrice]*-1,  [ARTran.ExtPrice]) 

I am trying to update the logs, and as part of this process, I need to update the "Actual Start Date" field of an Appointment in Acumatica. However, when I attempt to update this field, it neither throws an error nor updates the value.Interestingly, the "Actual Start Time" field updates correctly, but the date remains unchanged.Has anyone encountered this issue before? Are there any restrictions or system rules preventing the "Actual Start Date" from being updated? Any guidance would be appreciated.  

Hi there,I’m implementing for a client migrating from Dynamics SL.  The client is really struggling with the fact that all AP Bills and Adjustments for all branches show up in the GI regardless of which branch is logged into.  She wants a restriction so that only the current branch’s documents show in the list.  She has admin rights and access to all branches.I have figured out how to add both a Parameter and a Condition and it works well, EXCEPT for that fact that it doesn’t refresh the “Current Branch” value when I change branches, but rather it seems to cache the last value.  I need to figure out how to have the filter refresh to the current branch after changing branches.  For example, if I’m logged into Branch A and load the Bills and Adjustments screen, it’s comes up filtered for Branch A.  If I change branches to Branch B and go back in to Bills and Adjustments, it still has the Branch A restriction and that has to be changed manually.  This really isn’t any better than just fil

Seems like I am missing something. I’d like to add the Phone and Email to a vendor GI. I’ve added PX.Objects.CR.Contact but this will only show if the contact tab is filled out (for most vendors we don’t have the contact tab filled out) 

Hi,How can I add a customized payment method called Onlineach to the Check Register Inquiry under Payables? Is it only used for the payment method of checks? Let me know. Thanks, Frances Pantelidakis  

Greetings team, I am setting up the Check register to display ACH type from the Check and Payments. Recently I did some test but I can't identify what I need for it to reflect.test:Check register: 

I need to consume pots to make a finished good. I’m automating this process. I need to find the UNIT PRICE for these pots. I used INItemCost.AvgCost as my source for this data. Is this incorrect? It’s returning 0’s on items who have a cost that we hold a position on. What is the best table/field to use to get the current AVG unit cost for an item? Thank you for helping me along!

Hey All,I was wondering if there is any way (without a customization project), to filter the drop down options of a parameter based on the selected value of another parameter. In this case, I have selected the Inventory ID that I would like, then I want to select a BOM ID that is related with that Inventory ID.  But, currently, the parameter options are every single BOM ID. I have seen this a BOM Attributes Customization Project, where you pick the BOM ID,  and then you can pick a revision number, that is associated with that BOM ID.   But this is how my current parameter displays the drop down.  Does anyone know if I can get the BOM ID parameter to only show me BOM ID’s related to the InventoryID? Thanks for your help.

we build the dashboard and it was work. after few days, we are getting this error. is there anywhere i can find GI 

Has anyone been able to have multiple visible expressions at once? I cannot get mine to work. I have two I want to combine on the details section of a report:      1) Color coding every other line: =[$LineNbr] % 2 = 0  or in the second detail section it would be =[$LineNbr] % 2 = 1I have a Note section. It should only show if there is a note. If not then do not show:  = ([LineNote.NoteText]<>Null And [LineNote.NoteText]<>'') How can I combine the two to make it work where it will color code if there is a note line, else the line does not show at all.   

Hello,I have created a GI and am using that as a data source for a second GI.This works.However, on the first GI I have a SUM aggregate value that I want to be able to use on the second GI.  The field being SUMed is a formula.This SUM aggregate value is available to me on the results tab of the second GI.  However, if is not available to me to use on the conditions tab.Thanks!Larry

Hi! We have a user that wants to be able to see the transactions behind the Availability total seen in the Inventory Summary page. We already explained to the user that the availability calculation is set at the item class level. Is there something in Acumatica that already exists that could show what transactions affect that total? OR is there a way to create a GI to explain what that total consists of from different data tables? Please let me know your thoughts. Thank you! 

this file link https://test.acumatica.com/(W(10001))/Frames/GetFile.ashx?fileID=3bd3e2ee-347d-4d85-8f74-93597518c2b6, I can access it when login to admin user but user that set custom role cannot access. Please advice me

E.g.: I Have some n number of values like,1234I need in this Format 1 / 2 / 3 /4