Reports and Generic Inquires

Hi,Selectors for which, the ‘Filterable’ property has been set to ‘true’ on a PXSelector, allow users to define their own filters in selectors when using Acumatica.  For example, this is the case for the selector that allow to enter/select a purchase order number (see below).However, this does not seems to apply on GI, when the same field is used as a paramater on a GI.Does someone ever notice this behavior ?  Any idea on how to fix this ?Best regards,Yoland

Hello guys, I am having an issue with a report I am modifying in preparation for a new process improvement project we are undertaking.The report in question is our manufacturing call off report with then redirects to our label report to print the labels for the item to be manufactured.When I click the redirect:It takes me to the report desired however, it is blank:However, if I go into the parameters, leave them as is, and press run report, the report prints as expected, with the parameters set from the redirect in the call off report

Dear All,            Upgrade 2023 R2 Version I getting this error while run report, anyone can help to solve this issue 

Does anyone know if there is a way to create a calculated field in a pivot table GI within Acumatica? Am trying to sum totals sales / costs / margin and margin % by various objects.  My GI has each of these at the row level, but when summing in a pivot table, margin % is obviously not correct.  Pivot function seems to support % of row / column, but not % of a specific column (ideally would just sum margin / price for %margin). Any suggestions, greatly appreciated.Thanks,Dave

We have a generic inquiry that lists blanket purchase orders information. Unlike Blanket SOs, Blanket POs do not have a Child Orders tab- making it tricky to track child POs tied to them.  SOOrder table has QtyOnOrders field, however POOrder table does not. How can I calculate Qty on Child POs and have it display on the GI?The GI is not line specific it is only header specific. When I added POLine table, it replicates all the information which is not required.The below snapshot is one from Blanket SO Gi, we would like to display something similar for the POs. How can we achieve this?@lauraj46 - any ideas from you would be helpful as well! Thank you in advance! 

Hello,       Still in 2021R2, I don’t know if latest version still having this issue.The datatime manipulating functions like DateDiff( 'd', [DateFrom],[DateTo]) can work perfectly when put in data field like below. But when you put it in styles, it would run with error “mismatch type”       It probably due to Acumatica did not handle it in style columns.Luckily, we can handle this ourself.  Like below:(DateDiff( 'd', CDate( Replace( [DateFrom],' 12:00:00 AM', '') ),CDate( Replace( [DateTo],' 12:00:00 AM', '') ))     Firstly, you have to replace the ' 12:00:00 AM' with empty, note, a space is in front of 12:00:00    Secondly, you use Cdate to forcely convert the type.Then, you can use Datediff function as usual, no errors anymore.

You may already be aware that when trying to style a GI column that contains a formula, you need to use an ugly version of the field name (something like this: INSiteStatus_FormulaB77428C87C3A4F5D9777A8999A0D8E43) that can be found in a variety of confusing ways. You may also need this ugly name if you are basing an Import / Export Scenario on a GI provider.I devised an easier way of finding this name by building a GI of GIs 😎Just choose your GI with the parameter and you’ll get a list of all the field’s ugly names: You are welcome to use it as well!

I need to display the dollar amount of Debit Adjustment(s) applied to a payment on the Check Remittance.  How would I do that or is there an existing report that shows this information that can be sent to a vendor.  This data is needed to inform the vendor why the payment is less than the invoice.

The quick question: Is there a list of the Transaction Type 3-character codes for inventory transactions (INTranDetail DAC) or, more generally, a way to view a field’s value before it is translated to the display version? As part of a larger Generic Inquiry that brings together a variety of inventory-related statistics, I am attempting to create a ‘Most Recent X Date’ column for several of the different transaction types, such as Most Recent Receipt Date and Most Recent Transfer Date. However, I am unable to filter to the desired transaction type in a formula without knowing the codes. [INTransfer.TranType] = 'Transfer' Doesn’t work, as the DAC Schema shows that the field is only 3 characters, but gives no list of what those codes are. I had to do something similar with Cross Reference codes and thankfully another po

I am trying to add report to the Acumaca customer portal and having error as follows. Any help appreciated Server Error in '/AcumaticaERPPortal' Application.Error: You don't have enough rights on 'CR632072.rpx'.Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: PX.Data.PXException: Error: You don't have enough rights on 'CR632072.rpx'.Source Error:  Line 317: }Line 318:Line 319: var pars = PXReportRedirectParameters.UnwrapParameters(passed);Line 320: passed = PXReportRedirectParameters.UnwrapSet(passed);Line 321: Source File:

Would anyone know why a GI would not allow the ability to use a Sum function on a specific line for the Total Aggregate? Every other line has the ability to select a dropdown and choose a function - this is the only line which does not.   

We just started using the CRM functionality in Acumatica. We were previously on a much older, on premise CRM. I have a high level sales manager who wants a GI that would allow them to search both leads and contacts at the same time. I showed them the global search but they felt it returned too much data from all aspects of the system to be useful.What I would like is to create a GI that did a Union or something like it on the Contact and Lead tables that would allow a simple search by Display Name (Contact table) / Lead ID (Lead table). If anyone has any insight on how this might be accomplished or if there is some other approach that will allow for simultaneous searching of Leads and Contact I would greatly appreciate it.

I am trying to figure out why the ‘Outstanding balance’ line is printing rather than =$InvcAmt00 and =$Balance00. this has not been altered since we adopted ACU so I am unsure why it is behaving strangely with a specific check. does anyone have some information on what it is looking at for that visibility expression line in the title?

Hello,Long story short, I have certain items that have zero quantity, but are still showing a cost both on our inventory reports, and the GL.  This is from the Historical Inventory Valuation report - in aggregate, it balances to the GL.  There aren’t any other issues with Warehouse/Branch/etc - it all relates to the costs not clearing properly.Here we can see where it starts.  We receive 7 of this particular item for $85.11, but when it’s sold, it’s relieved from inventory for $81.81, leaving the $3.30 with 0 qty.The next month we can see that $3.30 carries through. Looking at the Inventory Transaction Details, the purchase in August matches the Inventory report, but i

Hi, All I am trying to trigger event that is to send email when ever udf is updated with new value. The UDF is in the Customer screen as shown below. I have already created a business event and email notifications and I tried adding UDF with API but still no emails. Is this generic Inquiry Relation issue or something else?   

Is there a way to use the shortened month name in a GI? I’ve tried using =MONTHNAME([ARInvoice.DocDate]) which gives me the full month name. I’ve tried using =MONTHNAME(‘mmm’,[ARInvoice.DocDate]) and that gives me an error stating invalid token at position 12 (or whatever the number is). 

Hi everyone,I’m hoping this is a relatively simple question. I’m working on a Project GI and trying to set a condition that only includes projects with a booked sales amount greater than $1,000. We store the booked sales amount in a User Defined Field.The issue is that this field is a Text field, which causes problems when applying conditions. I’ve created a calculated field in the Results Grid that converts the text to a decimal (DEC) format, and I use this field for calculations and filtering in reports and dashboards.What I’m looking for is a way to handle this conversion at the Conditions level, so I don’t have to apply filters manually to every report and dashboard going forward.Thanks,Chris Lower

Hello all,I am attempting to utilize the Assign function in Report Designer to sort a series of variables.The basic concept is:=iif($Thing1<$Thing2,Assign( '$temp', $Thing1 ),'')=iif($Thing1<$Thing2,Assign( '$Thing1', $Thing2 ),'')=IIf($Thing1=$Thing2, Assign( '$Thing2', $temp ),'') While this works if Thing 1 is indeed less than Thing 2, as soon as Thing 1 is greater than Thing 2 it fails.I have been trying to trace the problem, and it seems that the Assign function is being triggered even if the first part of this IF statement is false. It is populating the $temp variable with a new number, when it should just do nothing.=iif($Thing1<$Thing2,Assign( '$temp', $Thing1 ),'')I have each section of the If statements above in a new group header, because I cannot utilize an assigned variable within the same section.I have double checked the values after each step to pinpoint the

Hi, I have a customize report, in which I am using two parameters one is order type and second is order number. In the second parameter field we want to show only those order which are approved currently system is fetching all the orders. attached screenshot for reference.    

As an exercise to learn Report Designer more, im trying to make a simple report from scratch. I’ve done some googling and reading here, but can’t seem to find the answer.The report is a BackOrder report i want to send to certain customers using Business Events. I have the GI Made and is working great. My report is coming along, Im running into a snag where its not showing all line items for the “Order Nbr.” but Im unsure howto get it to display correctly. My assumption is its the way I’ve formatted the expression editor for this value? My next problem is i can’t quite get the lines to group together cleanly, there is always a gap. 

Hello,I need to find the total number of calls performed by person by week in GI. I have added the following fields in grouping. Is Count the right function to be using?  

I am setting up push notifications for our salespeople who want to get notified when they have a new lead that is assigned to them as the “owner” of the lead How do I go about making the push notification and genric inquiry?

Hi Team,We made some changes to the customized report. The report displays correctly when previewed in Acumatica (see Screenshot 1); however, when exported to PDF, the bold font does not appear as expected (see Screenshot 2). Despite setting the same font size for the fields such as 'Services,' 'Bill To,' and 'Bank Details,' there is a noticeable difference in appearance. Specifically, 'Services' appears darker, while 'Bill To' and 'Bank Details' appear slightly lighter in the downloaded PDF.Could you please review this and suggest a solutionThank youScreenshot1:  Screenshot2: Screenshot3:

We have a GI called AR-Daily Sales History. We would like to, by using an IIF in the following manner. =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF([ARInvoice.OrigDocAmt] < 0.00, 'CRM'))) If the RefNbr starts with an INV then its a US invoice, if INT then International. That part is covered. The issue starts when we get to the Credits. There are some credits that the RefNbr starts with an INV which makes it US but then the DocType is a Credit Memo but because of the INV it still comes across as US. Using the last line in its present form, I get an error message: “Index was outside the bounds of the array”. I’ve also attempted this coding: =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF(LEFT([ARInvoice.RefNbr],2) = 'CM', 'CRM',IIF(LEFT([ARInvoice.RefNbr],3) = 'INV' AND LEFT([ARInvoice.DocType],5) = 'Credit', 'CRM', 'CRM')))) which still co

This one is pretty open ended, so please feel free to share. No issue is too small.