Reports and Generic Inquires

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 

I have applied all formulas but its not workinganyone have an idea in 2025 

I want to create a GI that shows the attachment/file Icon like this one on the Purchase Receipts GI. This will actually be the file source I am wanting to duplicate in my GI. 

I need to subtract the sales order of today from yesterdayIn excel as shown below I can put this formula (+C7-C6) and get the difference between the numbers from yesterday and today. how can I do this in Acumaticathis is my Grid 

Hi, I have a field to display PO#, and I’m trying to make its size dynamic, but despite trying all possible properties, it still only displays as much as fits in the original field size.I tried CanGrow first, then also ticked WordWrap, CanSplit, and Multiline, and as a last attempt, I also ticked CanShrink—none of them worked.The Report Designer version matches the Acumatica version, and the text field is not inside any other panel.I know I can manually increase the field size, but I’m trying to understand if these properties are actually functional. Any insights?Thanks! 

Hello! I run a ledger report which includes all our all our Companies. However, I would like a column included on the General Ledger report which indicates which company the line was recorded to. Is this a possibility? Does any one know where I can go? 

  Alright, not sure where to begin troubleshooting this so I thought I would bring it to the group.  I have created a pretty simple dashboard to highlight FLM Appointments that are over 1 day old for a certain Service Order Type.  The filter that I have created seems to be working from a number return but the drill down doesn’t match the number return.Screenshots:  The Result of 2 out of the 5 being over 1 Day Old is correct, I have went and manually validated that, but when  I click into the drill down it only gives me one result.  Any Thoughts? Thanks,Chris Lower

Ok, I'm sure I'm missing something super simple. i have a report that I want to summarize open/unpaid balances for a customer where certain Sales Orders are Flagged (with a manual) Checkbox. I have the schema and all data flowing properly in the report EXCEPT when it comes to totaling the report.   I assumed that I could accomplish this with grouping, but that doesn't seem to work.In the report you can see i have 2 Sales Orders.  The report should calculate the total unpaid, but it is circling through and adding up the unpaid balance from ALL the lines on the SO.  I thought if i put the 'totals' in a group and grouped by Customer AcctCD that it would sum at that level but I"m obviously missing something:  

Hi,I have observed in 2024 R2, when we provide the parameters to Run report, it has to provide the parameters by searching it in the list of values. Previously when using report filters, while entering data the system would show a dynamic drop down box with applicable items. Now it shows as if no applicable items are available even though when the search icon for the filter is clicked the pop up table shows the applicable item. As an example, when we run the inventory balance report for a particular item or a particular warehouse, when we type the warehouse name halfway it will not suggest the existing warehouses with the types key letters even though it is available in the system. Instead we have to click on the search icon and select the warehouse from the list. Is there way we can get the warehouse or items suggested like before.  Thanks!

Hi! Is there a GI or report in Acumatica that shows all transaction type by vendor? All transaction including purchase order, bills, payments, etc. Similar on the customer side as well. The goal is to be able to filter by vendor name and the transaction type, then the GI or report will display all transactions related to that vendor. I tried creating a GI that links the purchase order table and bills and adj table together by vendor but that did not work. Any suggestions or ideas would be appreciated!Thanks!

Hello, I was looking to build a GI replica/version of the data that the Inventory Summary inquiry screen provides. Basically, the same data but not filtered down to only one stock item at a time. I need to see this data for all stock items at once, and the stock item GI is not simple to add these additional fields to since the tables are so different and it’d increase the rows. The inventory summary screen however, which, see below:  When inspected for customization, it has a “filter” table and a “results” table:  And both of these tables I can’t figure how to build off of since they expect a filter in order to populate data. But I need to see the same data (all warehouse locations of the stock item + their on hand QTY and the unit cost in that location) WITHOUT the filter down to one stock item at a time applied. I tried guessing from documentation and pulling INsite and INtran both those didn’t give me the right cost or locations.  Does anyone have guidance on how to recreate this to

The end result it to be able to filter the converted field using the built in “From, To”” calendar function provided for data fields of date type. Not sure what's not allowing the from and to functionality since the field has been converted to a date type. 

Hi everyonecould someone please kindly share the subreport SO6410AM referred in this help page?https://help.acumatica.com/(W(78))/Help?ScreenId=ShowWiki&pageid=86def8d0-857d-4975-9eee-f2e49e44f8ccWe tried to access it via report designer, it does not seem to be there. Thanks heaps!

There are times where my QA team allows a product to have the expiration date extended after testing, but once the expiry date is extended the original expiration date is gone from all of my current GIs. I want to build a report / GI that shows how many times a lot has had and extension and from what day to what day but I can't find a table that has that data. Thanks for your help

Is it possible to change the hyperlink in a financial statement from the General Ledger Details report to a custom report? If so, can this be done per report or would be for all reports?

Hi everyone,I have an invoice report that is truncating text for no apparent reason. In screenshot below I blacked everything out except the “NO”. On the actual invoice, transaction description shows “NOV2024”. As you can see, there’s plenty of space for 5 more characters. I set field to “CanGrow” (see settings in second screenshot). Any ideas?   

Hi! I have enabled the mass update function on a GI for ‘carrier’ and ‘carrier location’ fields. These two fields are user define and pulls in vendor and vendor location. When I do a look up in the values for update screen, I can only search by Vendor ID not the Vendor Name. Same with location, I can only search by location ID not the location name. Is there a setting somewhere that I missed that is preventing me from searching by the names? Thanks!!Test Vendor is an available carrier to selectCannot search by Test Vendor 

Hello, I have a GI where add new button is not working. If I click the button nothing happens. It works well for all other GIs. Is there any change that I can do in the GI?I have attached the GI here.

I am trying to pull a report for my client that shows all activities for Journal Entries including the workflow entries. I have already mapped in generic inquiries the audit history to GL Batch and EP Approval using the combinedkey, but I noticed the rejection in the Audit history has a GLBatch combinedkey and not a EPApproval Approval ID. This indicates that the record is only recorded in the audit history table and doesn’t have any corresponding entries in EPApproval.Is there anywhere in the system that the rejection reason is recorded and kept after the JE has been approved or deleted? The system is version Build 24.111.0011.Thanks!

Is it possible to remove a report completely from Acumatica if it was saved to the server by using the command “Save to Server” in Report Designer.I tried searching for the reports in the Acumatica folders including ReportsDefault but coming up empty.I assume it is located somewhere in the database. Much thanks