Reports and Generic Inquires

I have a ACH Payment Business Event going and I need a way to show multiple RefNbr (Invoice)on the Notification Template Email that goes out. Single Invoice Paid in a Batch Payments I have no problem it when I select Multiple Invoices.What is the formula to show multiple invoices on a email notification for ACH Payment?Here is what I am working withA ((Document.PaymentMethodID)) Payment has been made by ADMAR Construction Equipment & Supplies.Payment Reference Number: ((Document.RefNbr))Payment Date: ((Document.RefNbr.DocDate))Payment Amount: ((Document.CuryOrigDocAmt)) Vendor Ref: ((Adjustments_print.AdjdRefNbr))   ← this works with 1 invoice in a batch and shows the Invoice Ref # we need to showI tried this below but it breaks the Business Event.<foreach view="APPost"> ((APPost.SourceRefNbr)) - ((APPost.SourceRefNbr)) </foreach>Anyhow if anyone has any ideas that would be great. Thank you 

I am trying to add location and qty in location to Historical Inventory Valuation Report - IN617000, but I have some location that doesn’t select ‘ cost seperate’. So, I get trouble to show both because with such as location that no cost seperate - the field ‘costsiteid’ show the ‘siteid’ instead of ’locationid’. I get trouble in join 3 tables including: INitemsitehist ( Location & Qty), INitemcosthist (Beg. Cost, End. Cost) and INitemcosthistbyPeriod(LastActivitiesPeriod)Case 2 

Hi Everyone,I am currently working on a Generic Inquiry to display stock items along with their quantities on hand across all warehouse locations. I have managed to achieve the desired results by grouping the data using “InventoryItem.InventoryCD” to eliminate duplicates. However, I face a challenge when I attempt to use the GI in a business event that is meant to inactivate items once the quantity on hand reaches zero. The business event works correctly when I remove the grouping from the GI. Can anyone suggest a solution for this issue? I have attached the GI for your reference. 

Hello! I am working on a GI to display all line items for bill/adjustment. The goals is to have the parameter and condition set to search by the reference number. With the parameter and conditions I currently have set below, I am experiencing an issue. When I view the GI and attempt to search by reference number, no records are showing for AP Bills or Adjustments. there are multiple records in the system.If I search a specific reference number, the results do appear. How can I fix this issue to show all records and reference numbers when you click the magnifying glass? Thank you!

Hi everyone, I was wondering if there’s a way to add a customer field status in report filter without coding customization?   As you can see in the screenshot we have status U - WO PendingBut I cannot see it in the additional filtering conditions:   Also is there a way to output the Codes too, so that in the filter parameters the user can see both the value and description?  Thank you in advance.

i added conditional formatting to my sales order to this after the weekend the notes and attachments files have disappeared.how do i put it back

i am try to create a report, but for some reason i can’t link ARinvoice to Soshipment

I’m looking for an example of GI that provides a global summary of project profitability (by project) where each column would include balances by account group type (i.e. Income, Expenses), for any given period, and filtered by Project Template.  Each row should contain balances by project/task with columns for Income, Expenses and net.  The challenges I’m encountering includes:Finding the appropriate table to provide an appropriate financial period selector for the query parameter. Establishing a parameter selector for Project Template that does not generate an “cannot convert <Project Template Name> to integer value”.  Any guidance (or even better, XML files) are appreciated.  

 I have developed a custom report which takes shipment number as parameter. when the report is run manually it works as expected. I need to load this report via an action in shipment screen. to do that I added an action as bellow. when click on that action button it opens a new tab and give the null reference error. I tried changing the configurations f the parameter in the report, but nothings work yet. I have attached the report also with this.Following is the Action  

I am trying to create a generic inquiry that returns the following fields:Orginating BranchTransaction in Originating Branch:Destination Branch, From Account To Account, Offset Account, Offset SubaccountTransaction in Destination Branch:Destination Branch, From Account To Account, Offset Account, Offset Subaccount I have the tables I need I am just not able to link them the right way. BranchAcctMapFromBranchAcctMapTo Has any one created an inquiry similar to this?ThanksColeen

Hello Acumatica community!We are rather new with Acumatica but have been receiving some complaints from users when entering Sales Orders in the system because the codes entered don’t match with the selection the system does, especially comparing with the previous system.When entering inventory items in the Sales Order screen (SO301000) using the inventory ID code the search return a result from the description found in the middle of the string instead of the first few characters, so the user ends up selecting the wrong code. The user was expecting to have the same results as he entered. Below, when searching for ef1 the first expected option would be “EF1 - EF1” and not “DXPT1-EF1”, thus rendering the problem.We found out that by changing the “Search Condition” in the site preferences, the behavior of the field is the one we would like. However, this affects the whole system, we would like that to affect only one screen or GI.I was able to find a topic from 2 years ago with the same pr

We have created a custom view which has been published to our database for use as a table on reporting. I have linked it in reoprt SO644000 (Pick List) but it is not working properly. We will call this view ViewX. The goal is to pull the COO column value into the Pick List report (SO644000). This view is linked to SOShipLine.InventoryID using field ViewX.InventoryID. When I run the report, it appears to only pull in the COO value for the first line item in the report detail section. Based on the ViewX data…Row 1 for item 1219870 correctly shows the COO value of TW.Row 2 for item 7X0818 does not pull in the COO value of CA...it instead repeats TW (which is incorrect for line #2). Is this a grouping, sorting, or other issue in the report schema? I’m new to Acumatica and I have not been able to find anything pointing to a possible solution. 

We are running the “Historical Inventory Valuation By Item and WHS” report and I have been asked to insert a “Locations” column, but keep getting the below error:Is there someone who could explain to me why I get this?  

Hi! I am trying to create a generic inquiry that would show the changes of a specific field, where on the GI a column shows what it was before, and what it is after the change.This field is enabled for audits. I checked both AuditHistory and AUAuditValues DAC, both data source contains information like change date or what field was modified, but it does not actually show the old and new value of the field.Are the changes in audit history reportable? If so, what DAC should I be looking at that would show the actual value changed?Thanks!

We were trying to do calculations on orders created each day but the date/time field constrains us.  Parsing out the month/day/year into a new field should have worked, however we are noticing some unusual discrepancies.  It appears anything after 7pm EST is rolling to the next day unprompted. SOOrder.CreateDateTime = 2/12/2025 7:32 PM=cdate(Concat(CStr(Month([SOOrder.CreatedDateTime])),'/',CStr(Day([SOOrder.CreatedDateTime])),'/',CStr(Year([SOOrder.CreatedDateTime])))) = 2/13/2025=Day([SOOrder.CreatedDateTime]) = 13 SOOrder.CreateDate = 2/12/2025 5:32 PM=cdate(Concat(CStr(Month([SOOrder.CreatedDateTime])),'/',CStr(Day([SOOrder.CreatedDateTime])),'/',CStr(Year([SOOrder.CreatedDateTime])))) = 2/12/2025=Day([SOOrder.CreatedDateTime]) = 12  

After i save i run in to this message  

Hi, We've created a custom generic inquiry for our client, but it's returning duplicate results from the EPTimecarditem table. When I group the inquiry by PMTran.NoteID, it correctly displays a single line from the EPTimecarditem table. However, the Road Name/Skid No field displays the same value across all lines, even though the timecard entry has different values for each line under this field.I've attached the generic inquiry for your reference. Any assistance with this issue would be greatly appreciated. Thanks 

Hi! Sometimes in a report when I try to preview it, I’ll just get a blank data or a blank page, and other reports I’ll get data. Sometimes when I make a new report, my sub reports will show up, and sometimes they wont. The only consistent thing is that expressions mess up, but text still displayshelp!

Hello,We have a custom PO form that was printing properly.  After an upgrade to 24R2, is prints smaller and does not use the entire page.  There are other reports doing this, I’m just using the PO as an example.  I opened and saved to server using the new 24R2 report designer without making any changes, but that made no difference.Wondering if anyone else has experienced this.Thanks,Larry

its duplicating the ordernbrso how can i join the SOOrder and SOline, and make it pull from both side 

Unable to open the report designer for a only for specific URL. I’m trying to do this in a upgrade sandbox and facing this issue. Even I have reportdesigner access in the access rights.  

I successfully created a data provider for an external SQL database and can retrieve data using an import scenario. However, I’m struggling to build a Generic Inquiry (GI) that combines data from both the external database and Acumatica tables.My goal is to create a GI that pulls accounts on hold from our external production management system and compares them to the same account numbers in Acumatica. This would help our accounting team identify which accounts need to be placed on hold in Acumatica—an initial step toward future automation.Given that import scenarios can access external data, I would expect this to be a straightforward task. Any guidance on how to achieve this would be greatly appreciated.Thanks in advance!

Hi! I have an attribute that is using the EPEmployee Owner ID field. The schema field does not have an option to select owner description. This attribute is being used in business account, when selecting on the business account record, the owner name displays, example is Device Hub here: But in the generic inquiry, the attribute field is only pulling the ownerID number and not the name: Is there a way to link the employee owner ID to the owner name so the GI display the actual name not numbers?Thanks!

Hey,I have a inventory balance GI. I’ve introduced some batch tracking to specific products, I’d like these to display on GI in the same way they do on an Inventory Balance report.Im close, but i cannot seem to get the Grouping/Conditions right to link the qty to the correct batch number. I just get duplicates indicating i have the total amount over two batch numbers.My GIIf anyone could assist or walk me through howto, i would appreciate that alot.

I want to create Generic Inquiry for Vendor Name, Account Name and ReportID