Reports and Generic Inquires

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.   

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?