Reports and Generic Inquires
Reports, GIs, Dashboards, Pivots
- 1,418 Topics
- 5,540 Replies
Hi Team,We have a requirement where we have to create a GI and have to show Qty on Hand across all warehouses and Sold Qty (Qty across all released Invoices) for stock items. We created a GI and for all new products it is working fine but for existing products the values are incorrect. I am attaching the created GI, can you please review and suggest the best way possible to achieve it.Thank you!
Hi All, I have encountering an unexpected problem from report desginer. The report is made by the exported G.I., and the G.I. actuallly have no problem at all. However, when I do the same setting in the report designer, finally there are 2-3 items cannot be grouped. I have really no idea about it. The grouping data is normally including Inventory CD, LotSeriesNbr, Site ID, and Location ID. I have checked many times the data is not problem, referring to the screenshot I highlighted it in yellow, the data is matched and same, but it comes up not grouping. Is there anything I missed out or something I need to setup in the report designer (which is different with G.I.)? I surely the original G.I. is working like a charm, but just report result is not the same. Appreicate if someone can help or advise to fix this problem. Many thanks. (Exported Excel, the data is not grouped.)
As per subject, I have tried to use Max & Min Aggregate function in Report Designer. Screenshot like below, no matter I use Max or Min, the resulted value is same, it does not capture Min or Max value, but just the first data value. Also, I tested with same formula in GI, it is no problem at all. Seems this is the Report Designer bugs.
Each of my report pages is based on a single record. I’ve heard it rumored that there’s a possibility of making a variable at execution time which would record the value I’m looking for ([PMQuote.CuryAmount]) and return 1 or 0 (or True or False, etc.) when [PMQuote.CuryAmount] > 3000, and then I could use that variable (somehow? Not sure) to control whether or not my background image prints on a page.I’m new to Acumatica, so I don’t know where to start with this. Can anyone please advise me as to how I might go about doing it?
HiI am wanting to do a mass update for a large number of purchase order lines, for a specific branch, to set them to “closed” = yes.I have created a generic inquiry, and was hoping to use the mass update functionality in it: But my problem is that the fields that are available in the mass update tab, are only for the purchase order itself, and not the purchase order lines. That’s not surprising, since I am not sending a unique identifier to the screen, for it to know which line to update.Is my only option here an import scenario? And does anyone have an example for me of an import scenario where only transaction lines are being updated?
We are moving from an older ERP to Acumatica. One of the things we had in our old system that when we printed a Work Order the printout would print to our Dot Matrix DFX-9000 and also print the WO confirmation onto our Canon iR-ADV. This is also the case with our remote locations as they would print a WO that would print to the dot matrix and also the local Canon. It would also in certain instances trigger a third print that would print the confirmation at head office as well. We have device hub setup with all the printers and everything works as long as it’s going to one printer. How would we trigger when certain reports are printed it also prints copies to different printers at the same time. For example Florida location prints a Work order to the dot matrix, once that happens it knows to trigger another report to print the confirmation to the Florida Canon and also the Canon in NY.This is the same for invoices, needs to print locally and at head office accounting as well.
How to create Trial Balance by Period in ARM Report with account income and liability with minus sign?
Hi all, I want to create Trial Balance by Period in ARM Report, but I have a problem with account Income and Liability, they show as plus sign then total beginning balance and ending balance not equal to 0.My purpose is to have a report exact data to Trial Balance Report (GL632000) and can filter from period to period. I have total debit and credit equal but my beginning balance and ending balance I expect it equal to 0.Can anyone help me solve this
I’ve created a report that groups Inventory Items so that I can sum Qty Produced for each item over a given time frame. The goal is to have a column for Inventory ID/Description, a Qty Produced Goal Column, and an Over and Under Column for the sum/difference where an item was over or underproduced where even if the item has not been produced, it would still show on the report. For instance, no CHOC400 had been produced, it would still appear on the report, where:Goal = 700Qty Produced = 0 Under: -2060Instead the report is only showing if the item has been produced. So, for example, an inventory ID, CHOC400 which has not been produced this month, isn’t showing at all. How can I fix this? I’ve attached a copy of the .rpx version of the report that’s saved as .doc so I could upload it.
We have a report that prints the pack list along with Lot Serial Nbr. Currently the items on a shipment are repeating multiple times because the items are located on multiple locations. Current OutputHow can we display items along with lot serial number, total shipped qty but not have it split these lines based on location? We currently have it grouped by Sales Order Nbr and Order type. I have also attached the rps file of the report for reference. Thank you for the help in advance!
Before the recent update and enhancements for 2023 R1/R2 to Acumatica-LotSerialNbrAttribute-2023R1-ONWARD I was able to use LotSerialNbrAttributes as parameters in a GI and Report. There have been some table updates, we followed the instructions and updated the DAC with an SQL script and published the new customization package. We updated the tables, relationships, and fields in our custom GIs and reports that reference these tables. However, I receive and error when trying to use Attributes from the tables as parameters, with the previous version we did not have this problem. If I try to use one of the lot serial number attributes as a parameter it says it cannot find the field. Yet, if I deactivate the parameter and conditions for the field and only list the attributes in the results, it find the fields no problem. Example, INItemLotSerialInfo.SERIES_Attributeshttps://github.com/Acumatica/Acumatica-LotSerialNbrAttribute-2023R1-ONWARD/issues/4 Has anyone found a solution for this?xml
We have created a GI that displays item availability and how much is available on a kit assembly. Currently, the qty available column is not showing accurate information. I would like it to sum the total qty available, however it is currently displaying the maximum value. Same applies with kit assembly quantity. When we aggregate these quantities to SUM, we move the date parameter - it multiplies all the values by 2x or 3x. I have attached the xml file of the GI, any recommendations would be appreciated! Hi @lauraj46, could you please review the GI and advise what I am missing? It is currently not showing accurate numbers. thank you in advance for your help!
I have a GI that refuses to output a Pivot Table. What types of things mght block pivot tables? I have full admin rights in this system. I can MAKE the pivot, but the display is empty. Here is an example: Without any parameters etc, I have data and I know that every record has a BRANCH associated with it, so at the very least, I should get a list of branches here. I have the dates rounding to YEAR, so I should see something like 2019 <> 2020 <> 2021 <> 2022 <> 2023 across the columns too. But no matter what fields I use to make the pivot, I get this empty pivot table. Anyone know what types of things inside a GI might create a block on pivots like this? Side Panels? Groupings? Mixed Aggregates? Thanks,
I am looking to simply sum the poorder.curylinetotal for vendors for a rolling 365 day date range. (between a year ago, and ‘today’) I have messed around with DateAdd and DateDiff but have not had success getting the syntax correct. Any help is much appreciated! Thanks!
Hello Community,I have a requirement where I would like to display the Contract Total in the report from the Retainage Section --> Summary tab --> Projects form.I have added the PMProjectRevenueTotal.CuryRevisedAmount. But if the Include CO checkbox is selected, the field doesn't include the calculated amount. As below: When Include CO checkbox isn't selected :And the report shows the following amount:Now when I active the checkbox, the amount changes to,:But the report still displays:9,862,000How can I get this done?,
Hello all,i have been trying to create a join between PMProject & PMRevenueBudget tables but not able to do so. Can anyone guide me out in establishing join between these 2 tables? Tried it via PMProjectRevenueTotal, PMTask but didn’t get the required results.
We have a GI that uses Kit Assembly Dates- we would like it to show the next weekday from current date. For example: for 10/27/2023 (Friday) it should show 10/30/2023 (Monday). How can we achieve this?Below is how we have currently set up. @lauraj46 - Hey Laura, do you have any suggestions for this? thank you in advance!
Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the time components. I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition. I also had to make an adjustment for UTC, which works differently between the GI and the Report. GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick. Has anyone else encountered this requirement and possibly found an easier method to provide the functionality?
Hi, I am working on a report where I need to modify the inventory balance report and add a filter that only filters data from issues, whereas other reports import the data from receipt. This is what I did: For the schema builder, I added these two relationships to establish a link:I can’t seem to figure what I did wrong, I keep getting an error anytime I try to run the report with these config. If there a better way to filter the data and filter thru only Issues?Thanks in advance :)
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.