Reports and Generic Inquires

Hello,I am creating a check layout, and I am running into an issue with the location of the Date field. I need to move the Date field up slightly to be above this line:but in Report Designer, it is already at the top of the layout and I cannot move it further up.   Any suggestions on how to get this field moved further up?Thanks!

We are using a subreport for a Packing List. There is one item, quantity of over 900, each with its own LotSerialNbr. When printed from the subreport, all of the LotSerialNbr’s print on one long sheet of paper and we would like to break that up into at least two or more pages. I’ve tried using “Keep Together”, “Page Break” to After, Before, BeforeAndAfter, including a =’Page: ‘ + [PageOf]] in the subreport pageFooterSection1.

We are newer to Acumatica and our financial dept needs a report that gives them the vendor name address tax ID and sum of all purchases made. I am trying to build this in a generic inquiry based on the payments and applications inquiry but when selecting TaxRegistrationID from the Vendor object is shows up blank. Would anyone have any tips on how to create this report? 

Does anyone know if there is a specific setting so that the Email Template works the same on invoice screen from Actions > Email vs Actions > Print and then Email from the Invoice. I have set the template on the invoice in Report Writer and have the same invoice template set up on client and project and AR preferences. The Actions > Print and then email template is showing the DAC Labels instead of the DAC values. I have another tenant that works fine and the settings are exactly the same between, but this is a new template I have created and it just seems like it is a bug. I know I can build out the body, email, etc in the Report Designer and I have done that for some of the fields as simpler, but it seems I should be able to manager it in the Email Template.  First screen print is what is received via email (showing DAC Labels). Second screen print is the template itself. When on template I can click on Preview and it looks fine. Note when invoice is sent out via Actions &gt

I cloned and modified the Purchases GI. I need to modify this GI to pull only non-stock freight items that equal freight, the costs for that PO line and the Sales Order number linked to that PO Line. I attempted it but not having luck. Here is my GI attached. Any guidance would be appreciated. Thanks,Frances  

Hi there, I’ve noticed that GI’s such as Customer Details (AR402000) and Invoices and Memos (AR3010PL) as well as the grid in general does not always show the icon when an attachment has been uploaded against the record.For example, this invoice has a file uploaded against it, but the icon is simply the paper clip with no yellow square behind it. However, when I filter specifically for the invoice number, the icon does show up:  There is definitely something attached:  Any thoughts on why this is happening?

Good day Team, I have a business event that is sending remmitance reports to our vendors when paid by ACH, but some of those emails were not generated, and due to the Payment Method being a ACH, cant print AP642000 Additional Remittance Form, is there a way to make it work for manually running it for ACH?i am talking about this part of the Report Specs: To use this report, on the Payment Methods (CA204000) form, select the Print Remittance Report check box and select this report as the Remittance Report. Check stubs will be printed for the specified payment method and cash account for printed checks, starting with the check with the selected number.

Hi, We have report called inventory edit details, which has different parameter. For one of the parameter field in the zoom screen we want to hide a column from the users, can anyone suggest is it feasible or not and how can we achieve this?Refer the below screenshot where highlighted column needs to be hide from the users.  

Team,I am trying to inlcude the Bill Description as part of the AP641000 check with Remittance in Acumatica, the only way I found to do the relation is to do a APPayment related to APAdjust and the APAdjust to the APInvoice to get the Bill Description. In this report, I used the BillType variable to now host the APInvoice.DocDesc, on a check with 3 bills paid, the remmirance DocDesc is correct for the first two lines, but not the third line. I hope somebody could check the report and let me know if I am missing something.  report is on the zip attachment Thank you.

The time is passed as a string. which includes date and time. i need to make a filter where i can filter the data by time.E.g. “1/3/2025 4:49:34 PM”. Any idea? 

I cannot get “is in” to work as a realtionship condition in my inquiries.Running: Acumatica 2024 R1Build 24.102.0053 Here is the relationship in the editor: Here is the TranDesc on the Adjustment (INRegister): Added costing for receipt 018261 component XS29347-C-POT and FG S29347-CWhat I REALLY wanted was to ask if the Receipt Nbr AND Item Number are in the description. That failed, even though they are there. So I tried using the generic string “costing” and I still can’t get the data to link. Am I mis-using “is in” or something?

Hello all,I have extended a DAC in a customization project to add on 2 new fields; however, they are not showing up in Report Designer for me to pull onto a report. I have tried refreshing the schema and applying it to all, but still no luck. Any suggestions? Thanks!

Hello all,I have two issues with a generic inquiry I’ve written. I’ve tried (and mostly succeeded) to make an expanded Sales Order GI that includes information on the associated production orders.First issue: I created a margin % column in the result grid, and it calculates properly but when I attempt to sort the column ascending/descending, I get a divide by 0 error:=Round(CDbl(([SOLine.CuryLineAmt]-[AMProdItem.WIPTotal]) / [SOLine.CuryLineAmt]) * 100, 2)I also have the same issue with the markup result I created:=Round(CDbl([SOLine.CuryLineAmt]/[AMProdItem.WIPTotal]),2)I’m assuming it’s because there are a few orders with a 0 value and I can’t divide by 0… is there a way to include a IIF in my expression above to exclude any 0 values?A bigger issue -- duplicate results. After making a few additional table joins/relations in the GI, I now have multiple duplicate sales orders in my results.If a sales order has one sales order line, that SO should appear once (ex. line 1). If a sales or

Hi,I am trying to develop a GI that shows me the main product along with its BOM and also shows the total inventory I have of each component in all warehouses.I can't get it but when I apply a filter I automatically receive the message.Can someone help me?The main GI is Purchase Planning Report. 

I need to pass the selected combo-box parameter to be  printed on the report .For e.g. if i select 123 on below i need to print that selected value (123) on the report.  

How to use Modulus (mod) expression in report designer?

Help! We added the second parameter today to fix the Approval GI (My approvals) filter because people could not see their subordinates expense reports because we made a change to the approval map for expense reports. That was this morning. Now this afternoon leaders are saying that they cannot see their Purchase Orders. The purchase order approval hierarchy is based on workgroup. Simple logic would say we have an OR statement. If we uncheck the second line, then the leaders can see their Pos. Very annoying. Any advice?   

Hello,I am having trouble with one of my reports that compares balance sheet accounts for the current financial period vs. prior financial period. The issue I’m running into is the the prior current period formula isn’t calculating to the last day of the prior month. It only seems like it happens when the current month has 30 days and the previous month had 31 days. Any help would be sincerely appreciated!! This is the formula that we are using:Financial Period for 11/2024Financial Period 10/2024Regards,Brandon McIlhargey

I’m try to add a user defined field to the production order page, so our employees can enter certain data on Production Orders. However, under the customization tab, I don’t see the option for user defined fields like in Sales Orders. Is user defined fields an option in POs, and if so, how can it be activated?

Testing of this GI in our sandbox prior to upgrade to 2024R2 on 12/19 went fine. We had version 5 loaded 12/30. I do not believe anyone attempted to view this GI after our initial upgrade, so don’t know if it’s an initial upgrade issue, or related to V5.The error message when I attempt to view the GI is that the field [OwnerID] cannot be determined. Owner (I presume) is coming from PMProject.ownerID in my results grid, which appears to be valid. Additionally, field PMBudget.ActualAmount has a yellow warning that the user has insufficient rights or the feature has been disabled. Attempting to pull the GI via Velixo, just says the report is not found. I’ve spent a few hours doing research and do see where there have been some changes to the access rights, so I granted access … but I have admin rights, so this shouldn’t have been a problem for me, which suggests that isn’t the issue. I do know that some fields have been renamed/changed/removed, but this doesn’t seem to be the case here. I

Hi,I have a Business Event that is sending an email via Email Template with attachment originated by a GI.I have set up "Mailing and Printing" for the Email Template on Account Payable Preferences, a Vendor Class and specific vendors.I would like the email sent to the emails specified for the MailingID for the Email Template but no email is generated. Emails are generated only if I specify a "To" in the email template. It looks like it is not supported by Acumatica as both guides below clearly state to "Specify an email address".Guide1Guide2Am I missing something?I don't really want to include NotificationSource and NotificationRecipient tables to the GI and mimic Acumatica logic for MailingID to not risk missing something and future proofing it...especially if I'm using the template specified in the MailingID... I cannot send the report directly via the report screen as the requirement is to send the report to a list of vendors at once.I explored the possibility to trigger the email t

Is there a way to make the Date Rounding “Weeks” have a format that displays the beginning date of that week?  For example, instead of showing “2024 W52”, I’d like to show “12/23/2024” (which is the date for Monday of W52).  

Hello,Is it possible to access the next record in an inquiry? For example, I am build a generic inquiry to show where items are production orders and I want to get the next work center from the AMBomOper DAC. Is this possible? Thanks,

Hi,I’m looking to create a GI that will list inventory transfers with their Release Dates. I don’t see a field in the INRegister table that stores the release date. What would be the way to get this date on a GI? Thank you!

When running the Sales Order Details by Customer report, we receive the following error:Does anyone have any ideas on what the problem may be and how we can fix it? Thank you!