Reports and Generic Inquires

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

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: