Reports and Generic Inquires

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.   

Hi Community,I have developed a report and used (BAccount.AcctName) as a parameter to filter by customer name. However, the parameter does not appear on the screen.When I configured it as a two-part key, the parameter appeared on the screen, but the lookup control did not show. I need the lookup to function correctly to display a list of customers for selection.Could someone help me on how to correctly configure the parameter.Any help or suggestions would be greatly appreciated!

Hi,I’m trying to create a generic inquiry to extract customer payment details (Account Number, Title of Account, Particulars, Code, and Reference) from this customer payment method screen, as displayed in be below screenshot.However, the inquiry is generating duplicate records and I’m unable to extract the correct details. I’ve attached the generic inquiry for your reference. Could someone assist me with this issue?

I’m looking for any insight into how best to get the approval date for a document. I’m currently working on getting the approval date for a PO, but I would think it would be the same for an SO eventually. Approved date looks to be in the EPApproval table, and I’m not sure how to link the PO to the EPApproval table to grab the approval date for the document. There is a refNoteID field in EPApproval that contains the po type and po number in the same field, and I can’t get it to link to that field. Anyone successfully pulled approval date before and can share how? Thanks!

i want to print all the notes i have add.so how do i add this NOTES in Results Grid to my GI  

Hi!I’m wanting to use audit history to report on when a Project Task went from Active to Completed or Cancelled for example? Has anyone does this before, or can recommend the right table to use in a GI?

One of our reports, the print invoice report, is now showing multiple of the same item. I assume its from a bad join, but I’m not sure where it is or how to fix it. 

I have this formula that allows me to see the amount of the check like this= IIF([APPayment.ExtRefNbr]<>[APPrintCheckDetailWithAdjdDoc.StubNbr],'** VOID **',PadRight(UCASE(LEFT([APPayment.AmountToWords], 1)) + LCASE(SUBSTRING(replace(replace([APPayment.AmountToWords], '  ', ' '), ' Only', ' and Cents') ,1 , LEN([APPayment.AmountToWords]) - 1  )) , 60, '*' )) But I would like it to be presented in some way as Two Thousand Two Hundred Twenty Three And 00 Cents, what changes do I have to do on the formula?

I'm working on a query to join GLTran data to Sales Order (SOOrder or SOLine) and need some pointers if anyone knows.From what little I could find, I need to join GLTran and Sales Order through ARTran. I have the join between GLTran and ARTran producing correct results. However, I'm struggling on the Sales Order to ARTran join as it's not producing the correct results. Below is what I have thus far.Any help or guidance is much appreciated! select top 100 *from acumatica.dbo.SOLine sol left join acumatica.dbo.SOShipLine sl on sol.OrderNbr = sl.OrigOrderNbrand sol.LineNbr = sl.OrigLineNbrand sol.OrderType = sl.OrigOrderTypeleft join acumatica.dbo.SOShipment SS on sl.CompanyID = ss.CompanyIDand sl.ShipmentType = SS.ShipmentType and sl.ShipmentNbr = SS.ShipmentNbrleft Join acumatica.dbo.ARTran AR on sl.CompanyID = ar.CompanyIDand sl.OrigOrderType = ar.SOOrderTypeand sl.OrigOrderNbr = ar.SOOrderNbrand sl.LineNbr = ar.SOOrderLineNbr 

I’m fairly new in working on Generic Inquiries, and would like some guidance on how best proceed. I’m attempting to pull in attribute values from inventory item on a quote. My existing table is below:​​​All of the Join Types are set to Inner:When I view the inquiry, it is essential replicating the lines: The quote itself only has 4 items: 

Hello, Does anyone know the way to sum a field in the detail section into the foot section based on what is retuned from the SO? I currently am using the SO lines in the detail section, but the total is coming off the invoice record. There are times we need to run this report prior to the invoice being posted, so my total in the footer does not populate until we process the invoice. Any thoughts?   

I see many discussions on this topic and I have not seen any successful responses, despite a lot of effort. I would like to tackle this and provide a solution to the community. We simply need remittances to be sent to customers for all payments, whether bill payments or prepayments, sounds simple ... IssueRemittance advice only gets sent when a bill is paid. Prepayments are not sent. For the life of me, I cannot figure out why this is. Notification Template Business EventWhen you view the underlying GI that drives this BE (see below), it includes all payments (bill pmts and prepayments), but only the bill pmts get sent/created. I can’t see how this is possible.In reviewing this configuration above, is there anything that can be identified which would block a prepayment from being created? 

I built a Generic Inquiry with all available Production Orders ready to be stocked/put away.  The hope/expectation is they would print a report out with the From location barcode, To location barcode (physical locations not barcoded currently), and the Inventory ID (some Inventory is not labeled with a barcode).I exported it to a report and copied existing reporting logic to create a report.  GI Data:  Report designer: Acumatica Report: Expected:  I have added new fields to existing reports, but my first new report is giving me some trouble.  I verified my URL is the same, everything ported over from the GI as expected.  All the field names match the table/column targets.  It doesn’t appear to be a barcode issue since the basic data fields are not populating.

What is the best way to find the reason that an inquiry comes up empty for a user?I have an inquiry using the POReceiptLine, POOrder, and SOOrder tables to show all inbound inventory (Things on a PO and things on an SO of type TR).When I (admin) run this, I get data. When my user runs this, he gets the title of the inquiry and no data at all (he has Delete rights to the inquiry).My User’s Screen:My Screen:  He can access PO Receipts, PO Orders, and Sales Orders (all of the tables I’m using). If I give him Admin rights, he gets the data. I don’t have any restriction groups for him. Where would you all suggest checking for this issue?

I am trying to modify the vendor shipments packlist. I do not want it to show the type WIP on the report. Any suggestions?

Hi all,I am trying to build a GI to monitor quantities being sold on our finished good products against the bulk being used in said finished good products. I am using the INSiteStatus table two times to see both QTY Avail. in one row. The issue I am running into is some items (doesn’t matter if it is considered a finished good or BULK item) are appearing multiple times due to being in multiple location IDs. I want to use the total summed QTY Avail. on each item. Is there a way I can do this using the current tables or am I using the incorrect tables? See below for my set up and results.  

all the check mark place have been gray out.how do i get it working 

Hi Everyone,We have a requirement to display the cumulative revenue for a selected period. Currently, in the existing Generic Inquiry DB-DASHBOARD GI 2, there is a field named Revenue that calculates the monthly revenue using the following formula:=IIf(LEFT([Account.AccountCD],1)='4', [GLHistory.FinPtdCredit]-[GLHistory.FinPtdDebit], 0).We have now created a new field called CumRevenue and need to calculate and display the cumulative revenue for the selected period using this field. Could you suggest an approach to achieve the cumulative revenue calculation and display

How to Prepare Generic Inquiry to FInd Out Days of Stock & Avg Qty Sold Perday.

I am trying to extract approval information for journals including amounts. Challenge is how to extract more that one approver in one row instead of multiple rows