Reports and Generic Inquires

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

We found an item that has a phantom quantity stuck in-transit. - Not sure how this has not been caught prior, but this is a very slow mover item.  I have a 2 step transfer that was done from 1 inventory to another.  full quantity was received, but a balance still shows on the inventory allocation as an incoming amount still to receive.  Not sure how to clear this.  This one item has 2 transactions 59190 and 59972 that are stuck like this,  No adjustments have been done on this item.  Lot # matches everywhere also.  you can see on the transfer, it shows zero in-transit qty available. 

Hello All,First time user of this platform!I have a two segment subaccount each with two numerics like this 02-08 and need to create a generic inquiry that contains first two numerics of the first segment and the GL account number without the second segment.For example, current subaccount string with GL account is 02-08-6115, I need the GI to show just 02-6115.Would really appreciate help with this.  Many thanks!

I'm working on creating a generic inquiry for users that displays their screen access rights in Acumatica such as Revoked, Delete, etc.—but I haven't been able to fine any table that stores this data. Has anyone attempted this before?

where would I find this information so I can write a GI?

I have a customer exposing dashboards to the mobile app.   When the flag to expose is set on the dashboard it will appear on the mobile.  But later, without any changes, the dashboard is not on the menu of the ios mobile app.  Resetting the flag will sometimes resolveversion is 2022R118Is it required to expose dashboard via the Mobile Workspace?  Or can they simply use the expose flag in the dashboard settings?Has anyone had issues with dashboard on the ios mobile app?This has been presented to support but I am looking for community feedback - thank you   

Hi All, I am looking to create an actual to budget expense report by sub account for my managers on a monthly basis once close is complete - I have started this, but not complete yet. Does anyone have any implemented solutions you could share with me where managers of departments are seeing their budget to actual reporting? A few things:My managers do not have access to the finance module A PDF generated report would be fine - further details can be directed to Finance Anyone have a process that exports the file by sub monthly (with ease) Any security setup for viewing within the system? Granting access to the Finance module is not what I want to do.Any help and support is appreciated