Reports and Generic Inquires

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 

A number of clients are creating GI’s.  We are concerned that they could accidently change existing GI’s that they had not created or even system GI’s. Is there a way from preventing this from happening ? Thanks James

I am creating a Service Order Profitability report that allows the user to enter the billing customer ( We used parent/child so I want to be able to pull based on the parent which is the billing customer) and a date range and it shows description, Invoiced amount and Cost amount.On the service order side when I do inspect element on the totals tab on the service order and hover over the cost total it says the data field is CuryEffectiveCostTotal. By when I add that to my report it’s coming up as blank for every line item.   I am definitely missing something. It jusr doesn’t want to pull that one field in.    

Hi there,I have created a custom report to show the Receipt ref number. The report is working as expected.The last bit I am trying to figure out now is to filter the source to only show Source equals IN=Report.GetFieldSchema('INRegister.RefNbr,DocType')I am not quite how I can achieve this. I saw some blogs and tried to do it but this didn't work.I also am failing to understand how the getfieldschema works.Any help would be appreciated.  

Hey, Does anyone know if it is possible to display just the time of a transaction on its own in a GI? I am trying to use a filter to show what was done during normal operation hours and what was done on overtime. But with the current date/time display, I cannot filter the time portion, without filtering the day as well.  I want to have the time by itself so that I can group things within that week that were made during normal hours, not just on a specific date, if that makes any sense.

Hi everyone! My AR Aging and AR Aged Period Sensitive reports do not sort in alphabetical order by customer name but rather by the Customer ID in chronological order and it drives our accounting team crazy. We have a bunch of customer names that are everywhere on the report instead of them being laid out in a concise manner. Tried to reach out and have this fixed but I am having no luck. Can someone advise on this please? Thank you!

I am not sure if this is possible, it seems I would need two value options for this. I would like to create a combined chart that would shows a Sales Persons Monthly Revenue and Monthly Margin Dollars.I have both these amounts already stored in a UDF Field in projects.UDF Fields that are Important:Booked DateMargin $Quoted Amount Is this possible to create a report that would show these data by month side by side.