Reports and Generic Inquires

I have created a Business Event that fires when the Status of a Purchase Order goes from Pending Approval to Pending Printinng (when it is approved) or Rejected (if rejected by the approver.   i’ve created the GI and have the CreatedbyID and their user name in the GI.   and the BE is firing off every time but i can’t get the email to send to the User that Created the PO.  If i put in my log in in the “To” field it will send me the email every time but i want it to go to the person that created the PO.    Below is the email templete.Below is the Trigger which is working according to the History.Could it be this warning causing the issue?i am the Admin so no sure what the issue is.   Below are the other fields i’m pulling.  

I would like to add the below payment Instruction details to the Vendor Generic InquiryRequired table name and Relations and fields to add on result Grid 

hi, I am trying to create a report for bill of lading. I have added 2 parameters one i item 1 and second item 2.Its work fine the only weird thing is that the report is duplicating the table. I have attached the screen shot of table. Please guide me on this thanks 

  Hi everyone, this might be something really simple but I tried adding a new column (YTD Prev) and it’s only the lines in the headers that are getting cut off.  What I did is put the next column in the column range but that doesn’t seem to work. Any input would be much appreciated. Thank you.  Thanks so much in advance. 

Is It Possible to  make Bar Charts / any other Type of Charts Using a PIVOT Table Created from a GI 

I’m trying to create a GI that shows ACHUPLOADS via Checks and Payments to employees and combining that with a Business Event notification. The problem I’m having is correlating the ‘Vendor’ with an email address (Contact > Email) of the employee. Could anyone help point me in the right direction? Attached is what I have in place right now. It pulls the proper data that we’re after but not the email.

Hi Acumatica Team,I have a issue whit a GI, I detected that Data Sourse: PX.Objects.IN.INSiteCostStatus does not exist in the new version 24R1, please could you confirm me what is the similar object of PX.Objects.IN.INSiteCostStatus in 24R1 version of Acumatica?Best Regards,Karolina Ramírez

Anyone know if it is possible to filter by the most recent record at the relationship level? For example: In the above join between the Customer and the CRActivity tables, is it possible to add a condition in the active relations to limit to the most recent record? I’m trying to get the last activity date, and I know I can group the records by the Customer ID and set the Aggregate Function to MAX on the results grid to display the last activity date, but that is causing some other unwanted issues with other calculated fields.

Hello,      We’ve designed several inquiries and dashboards. Some of which are with multiple parameters.Currently, the changing or selection of every parameter would start the search immediately.Like below, if “Date from” is changed, the search would start.  However, in some cases(for some inquiries/dashboards) , user would like to start search only after several parameters be chosen at the same time, please noted, not all the fields are required , how many and what parameters depend on the user’s wish.    The reason behind this requirement is due to performance issue. For some inquiries/dashboards, it would take a longer time to retrieval data, and that would make the system “freeze” a while. And user think that freeze doesn’t need.    The desired steps would be looked like, user select all the parameters he wants, can then click a search button, and then the system start to do search work            This is not really an urgent question or something must have. But I am just wondering

When trying to add Data scripts getting an error - Stated -  Error Code - 406 while clicking on OK after adding Scripts 

i have a Generic Inquiry that i have been using for a few months now and all of a sudden the Value for the Default Receipt to is showing up as a number.  I also have a problem with my filters using this same field so i think i may be related.  how do i get it to show the actual field value.    thank you in advance.   Below is the Stock Item  and below is a screen shot for the Results Grid.     

HiHow can I pass Class Item description of the inventory id and the sum of  projectreveneue budget.Amount based on the project and customer id in a sub report that is needs to be passed in the group footer of the main report which contains the project revenue budget details based on project id and customer id.I struggle to apply the variable declared in the detailed section of subreport to use it in main report to display     Item Class description     Sum ($ Subreport_amount)Thanks

Hi! I have a GI created where it shows all items on landed cost transactions. I am grouping by inventoryID because I only want to see one line per item. With this, if the item shows on more than one landed cost, I want to sum up the allocation amt field, and I do not want to sum up the qty and ext cost field. Right now, when I group by inventory, qty and cost field automatically sums up too. Is there a way to prevent these two fields from summing when I group by the item?For example:this item is on three different landed cost with different LC allocated amtwhen I group by inventory, I only want LC Allocated Amt to sum, I do not want the qty and cost fields to sumIn my result grip, I only have SUM in aggregate function for Allocated Amt Any suggestions are appreciated! Thanks!!

I am try to get the customer portal site to not automatically check this box, so that anyone who comes into the cases page sees all the cases, and not just their own. I assume it is something I have to change in the Customization Project Editor, but I’m not sure where the specific change needs to be. How can I automatically uncheck this box?

I have a consolidated trial balance report in Acumatica that combines my consolidated US tenant in a ledger, another CA tenant in another ledger as well as an elimination ledger.Is there a way to link this report to an excel so I just need to click refresh in excel instead of redownloading the file. Also, in the case of having a new GL, how do I ensure the report captures the changes?     

Hi everyone, I was following the suggested solution in the Report Designer Parameter relation customer id and customer location id | Community to create the parameter. I was able to output the Location parameter which is dependent to the Customer. However, it seems that the filter is not working. Output in report is still printing everything.  I tried adding the filter to the table that’s created relationship with. (Note: I cannot output this in the paramater as location the field is SOOrder.CustomerLocationID,CustomerID ) Do I need to create relationship now for the ARPayment? I have attached the report in question. Thanks a lot in advance. 

The report only has one table, INLocation.  I want a parameter linked to LocationCD to be a lookup.  I cannot get that to work.  Here is my setup: What are the rules for adding a lookup parameter to a report?

Hi, I am trying to get the total of the sales order (together with all the charges/discounts) I tried using the field [SOOrder.CuryOrderTotal] but when I tried to get the sum, it seems that it is getting the sum of all the line items. Do I filter them and how?Thanks so much in advance!

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.