Reports and Generic Inquires

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?

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.