Reports and Generic Inquires

HI All,In my default IN3010PL, I have join INTran with INRegisterand add Conditionswith purpose of showing only transaction of current branch.However, all the transaction are disappeared. I have attached my generic inquiry for your review.Please advise me if you see anything is missedThanks in advance

Hi,I have recently increased the character limit of the description fields to 4000for the Tasks, Revenue and Cost Budget tabs in the Projects screen, and I am wanting to replicate this in the report that pulls in these description fields.Is it possible to increase the amount of characters that a field can hold in the report designer? Or is it set to a maximum that isn’t able to be changed?Kind regards,Andrew

Hello Everyone,Are the standard Inventory Item Labels in any particular standard label format? (e.g. Avery 5160)Thanks,Luke

Hi all, I know that’s possible to write a generic inquiry and pull in a note from say a Customer or a Sales Order Line.But I would like to be able to add a note that is specific to a generic inquiry itself. For instance, I just wrote a GI for our team that identifies potential issues (undercharged on a sales order, for instance). But I don’t want to use the notes attached to the sales order, because many of the notes attached to the so are important and don’t want them overwritten.Basically, I’m looking for a way so our team can ‘tag’ or highlight a row result in a GI (ie, a tage could mean ‘investigate further’ or ‘ignore’).Maybe I could create a user-defined field called “mark” and then could the end user somehow glag that UDF from the GI? 

I want o build a dashboard, how can I show the sales orders with credit hold 

This is how the report looks like when I run it now:  I’m trying to get the report to run without duplicating the header of every inventory item separately. I had previously grouped by first the Vendor, and then grouped them by inventory ID so multiple purchases of the same product sums up and we see the total amount.  How can I remove the header from showing up before each inventory item?

Hi all,I’m calculating labor cost for a generic inquiry using this:=Round( CInt( [AMProdTotal.ActualLaborTime] ) /60.00 , 2 ) * 47.33But, I would like change that default rate if the following user names are true:=iif(InStr([CreatedByUser.Username], 'barcode')>0 or InStr([CreatedByUser.Username], 'slitter')>0, Cint([AMMTran.LaborTime]), 0)Is there a way to say, labor rate is 94.66 if username contains “X” or “Y”, otherwise labor rate is 47.33? Also, I’m trying to calculate the labor time here based on username, converting the minutes into hours, but I have this messed up! (probably the parentheses!) Any ideas?Thanks for any input!

I created a simple business event with trigger condition that whenever my GI has new line, it should send email notification. I created a simple GI to test it but somehow it is not triggering no matter how I change the GI or BE condition. My GI has the following fields, with condition that only when a field is not blank, the record will only be inserted into the GIFields in my GICondition when record should be inserted My Business Event Trigger Condition 

When I go to our Storage Details By Item Warehouse Location GI I initially get a list of all of the stock items as seen below But when I filter by warehouse, no stock items are found. II think the GI just got edited and messed up I wasn’t sure if there is an easy way to get the default settings for this GI?

Hello! I am required to remove Export to Excel option from Customers (AR3030PL) screen. Is there any possibility of doing this?Best Regards

I have a GI that when I “View Inquiry” on the production server I get the results I want, but when I export it as a report, I receive the following error message: “Response is not well-formed XML”. I verified that I’m using the correct credentials when logging in through the report designer.  How are GI altered when exporting as a report?  

Hello,I am trying to configure the parameters on report to utilize @WeekStart+4 and @WeekStart+6 as values in a drop down but when I do this, I get a blank report.   If I clear the value table and put @WeekStart+4 in the default the report works correctly.  Can someone tell me what I am doing wrong from my screenshots below?Here is the filter I have setup in the Schema:Here are the parameters I have setup in the Schema, these do not work:However if I set the parameters to this,  the default value works correctly:  

We are trying to get SVO profitability data summarized in a GI or report.  What is the easiest way to do that?  We bill by both SVO and/or Appointment depending on the customer, but regardless need to see a column for Total Billed, a column for Total Costs, and a Column for Profit/Loss by SVO.  What tables and/or fields do I need to add to a GI to get this information?We are specifically looking for the totals from the “profitability” tab of the SVO. 

HI All,I want to add a field Unapplied Balance as orange highlight on AP302000 to Generic AP3020PLAs image, I have added the Data Field AP Cury Upplied BalThe Generic doesn't show it right.Do you have any idea about thisBest regards,Yên Chi

Hi all,I was asked to write a GI/report and I’m banging my head figuring out how to do this.We want to write a sales order history report with a date range, say month to date. Easy enough I can setup parameters for that.What my sales director would like to see is -- for the items that were sold this week (or month), when was the last time that item was ordered?So for instance --ABC-123: 01/27/2025 - $3000 USDABC-123: 07/01/2024 - $1900 USDI’m trying to think of ways to limit showing just the last/previous sales in the result grid for that stock item (or I could show the last order date from that specific customer, we’re not really as concerned about the item itself, moreso about when the customer last ordered).Any thoughts? Could I do something in the results grid to show the previous order data and limit it to just that previous order?Thanks for any ideas! 

I received inventory in multiple UOMs using the conversion factor below my base UOM settings. Now I need to view the inventory summary in the two received UOMs. How can i see the 100M units and 1M units as two separate lines on inventory summary?    

I’m looking for a way to ensure that when I convert a project quote into a project, the descriptions of the cost codes reflect the individual cost code descriptions rather than being aggregated in the revenue and cost budgets. For instance, if my cost code 15-100 is labeled as “Hardware,” I would like the project to display “Hardware” instead of the “aggregated: material”. Is there a way to ensure the cost code descriptions are carried over from the quotes to the projects?Project Quote Project Cost BudgetThank you!Gisele

How can a default report be setup to print out. In other words, if, in Sales Orders, we do a filter for all Repair Orders (RO Order Types), how can we ensure that a custom made Repair Orders form will print out instead of an Order Acknowledgement, or some other defaulted Generic Report. I understand that it may possibly be setup in the Sales Orders Preferences, but after that I am not sure how the process is further setup for a default report for a specific order type.

I’m trying to get this check report to work with the checks our company uses, however, there seems to be some white space at the top of the report I can’t get rid of it. Is there some way to get the text, specifically the date, higher up on the printout? 

Newbie here, how can you pull the data from prepare replenishment into a generic inquiry.Given that our INReplenishmentFilter has Incoming References - There are no incoming references.Outgoing References - There are no outgoing references.To INReplenishmentLine

Hi, I have added a condition under row style to highlight records based on the profit margin. However, I have noticed that this condition is not working for those lines where revenue budget exists, but it is working fine if revenue budget doesn't exist under the project's Revenue Budget. For instance, in the below attached screenshot, you can see that the revenue to date is 0 for project P10221, and the cost to date is 487.50 which is highter than revenue to date. However, it is not highlighting this record based on the row style condition set under the GI. attached GI for your reference. 

Is it possible to use a GI as part of the data source / table in another GI.Background:We sell our products in an online store, we also have a customer that sells our products on their online store and we fulfill and ship these orders. This customer is also a distributer for us. At the end of each month we report the total sales (wholesale and online store) for this customer. The issue is the Online store orders come into our system as retail orders. We currently manually combine the sales numbers at the end of each month. I have a GI that pulls the Wholesale sales and a separate GI that pulls the online (retail) sales numbers.Is there a way that I can use the online (retail) GI as one of the data sources (tables) in the wholesale GI, similar to a nested query in SQL, so we just have one GI to run that give us the combined sales numbers?Thank you!

Any ideas on this one?  I’m trying to login to Report Designer and getting this error: Client found response content type of 'text/html', but expected 'text/xml'  

I appears that the Report Designers for 2024R2 is not backward compatible. This means a VAR that supports multiple version needs to reinstall Report Designed based on the customer version since you can not have multiple versions of Report Designer installed.

Currently, when we process payments in the Process Payments/Print Check, it defaults to Check Form. We want to print the Remittance as well. Is there a way to change the process to default to Check Form with Remittance?