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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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The "Is Null" in report designer visibility setting does not work, then how can I filter the data I want?

Hello,Thanks to Gabriel’s help. I can get the data I want in GI using a second filter. like below: The key in the join condition is that “INitemsitehistday” might only have qty in record，no sales record So if “left join” used， might get a joined line with INitemsitehistday.Sdate as Null. This...

Removal of Report

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....

I can't get the Pick List form to sort by the SOShipLine.InventoryID OR SOShipLineSplit.InventoryID

I am new to developing forms in Acumatica and in Acumatica in general, my coding knowledge might be just starting to hit intermediate level, although with C# I would say I am still basic. However my issue doesn’t seem to be code related it seems to be more of an issue of me not understanding HOW th...

Help with Dashboard Widget

Hello,I have a shipping dashboard setup to show a list of orders that need to be shipped. This contains a basic filter based off of warehouse (either MFG or RDD) and the status of the shipment (open). However, shipments seem to disappear from the widget, this seems to happen to older shipments. I ha...

How to use variable values from a subreport in calculations with data from main report?

Haven’t had any luck finding more detailed instructions on being able use variables from a sub report in calculations back on the main report. I know you have to be able to do this and I can do it easily in Crystal reports. There are a few lines ive found in the help about using the subreport name...

Can I pass parameters from GI's selection to its side panel screen?

Hello， I’d like to pass the parameters like date selection on GI to its side panel. Is there a way to do it? It looks like I can not put the “@DateFrom” as the navigation parameter.

Can we filter/Sorting GI lines by highlighted color

Hello， I wrote a GI for our company to hightlight the lines using the below formula： =IIF([ARTran.Qty]>[INSiteStatus.QtyOnHand],'orange40','default') It works OK. However, you see, we are having 36 pages,And if the management team would like to view the on hand qty below period usage qty lines,he...

Generic Inquiry List/Report

I am trying to build a GI to list all Generic Inquiries in the system. The Site Map Title is not within the GIDesign table. I believe I need to tie the GIDesign table with the SiteMap table to get those details. Can’t seem to figure that out though… Has anyone been successful with this?

Why sorting in report designer does not work? Is it only effect for detail sections?

Hello, I made a simple rpx like below.I would like to sort the lines by inventoryCD.I don’t know why. is it caused by the relationships below?Or is it that the sorting did not work for group sections? The result is not as expected. It is not sorted by inventoryCD.

Why Can the "Soshipline.openorderqty" NOT be found in GI? How can I filter the not shipped full item out?

Hello, We don’t generate “Back order” in business.That is, even if the soline is not shipped in full, the soline would become completed after shipment and the OPEN QTY on soline would become 0 But I checked, this item on its shipment line would remain open qty on screen. However,...

Find the generic inquiry behind the 'Account Summary' Screen

Hello all,Just curious how we could find the generic inquiry behind any screen. For example, the 'Account Summary' Screen: ScreenId=GL401000.I ask, because the mission is to create a dashboard tile showing the ending balance for a certain GL Account where the record period = the current period.I’d l...

Mass Update from Generic Inquiry : Why are my availalble fields so limited?

Greetings all,I’m trying to mass update the value of a Business Account attribute, ideally through a Generic Inquiry. I’ve got the inquiry written, and it joins multiple tables including Contact (the ‘parent’ table) and Business Account. (I want to update the Business Account attribute values based...

Unreleased AR Documents count

I’m in the process of creating an indicator for a client with all unreleased AR documents.Unfortunately it’s not a Generic Inquiry type screen I could just replicate and use in scorecard KPI dashboard widget. I tried to build a Generic Inquiry but linking ARInvoice with ARPayment brings no results.I...

Adding Backordered Items to Invoice

Does anyone have any ideas on how to add backordered items to an Invoice? These would be zero dollar lines for visibility purposes only.We have the Add Zero Lines for Items Not in Stock checkbox checked on the Sales Orders Preferences (SO101000) screen so we get the following behavior: 1. Create a S...

Ability to add sort to filters

A sort function should be added to predefined filters. When defining filters for any grid or generic inquiry, a multi-level sort order can be predefined, thus allowing user to essentially create multiple “views” from a single grid/inquiry. This will also solve an issue when create complex aggregate ...

Meet errors when open AR672000 (sales profitability by customer and so) from server

Hello, I tested in 2 environments, 1 is 2020R1 Build 20.105.0024, the other is 2020R2, Build 20.203.0028. Both meet the same errors. The report (AR672000 ) is running correctly, however, if I want to do a little modification and open the report from server, it shows errors in report d...

Is it possible to add more "aging days/periods" columns on report AR630500 (AR Aged Period Sensitive)

Hello, Correct me if I am wrong, I’ve studied the AR630500.rpx, and found actually the “aging days” are soured from statement cycle setting. However, on statement cycles, the split sections have been limited to 4. Supposing I would like to show columns like1-15 days, 16-30days, 31-45 day...

How to create Scorecard KPI widget using a Custom GI?

Hello Everyone,I am trying to create Scorecard KPI widget using a Custom GI.In the widget creation process need to select the Custom GI, But I could not able to find that Custom GI in the tree structure.For your Information I used [PX.Objects.GL.TableAndChartDashboardType] attribute for the Graph so...

What is the purpose of this DAC: PX.SM.StandartDateTimeFormat

What is the purpose of this DAC? PX.SM.StandartDateTimeFormatI used it in a generic inquiry and it displayed the day and time according to my site timezone.Am I using it correctly? How else can it be used? I’d like to know if anyone is using it.

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