Reports and Generic Inquires

Hi everyone,We’re experiencing an issue with one of our GIs where we need to filter for empty lines in a specific column. We’re using the ‘Is Empty?’ filter, but it doesn’t seem to display all the empty lines.For context, we know there should be 10+ empty lines, but only 1 line is being shown.Has anyone else encountered this issue? If so, do you have any suggestions or fixes?

Good afternoon!I wanted to pass along a “How To” for a great/simple (and underutilized) feature in Acumatica Generic Inquiries that allows users to add the functionality to run reports directly from the Generic Inquiry Results grid.In the process below, a report has been added to print PO Receipt Line Labels, on demand, directly from a Generic Inquiry. Please see the following steps. Create the Report (ex. Receipt Labels) Create the Generic Inquiry. Under the “Navigation” tab, add the report and assign the needed “Navigation Parameters” from the GI Results to run the report.  Under the Results Grid tab of the Generic Inquiry, create a new line, and assign the “Navigate To” for the screen added in the step above. (you can also add the “Navigate To” report to an existing field in the report if you prefer) When you run the Generic Inquiry, you will see the hyperlinked option, at the line level, to immediately run the report on demand.  Hope you find this helpful!

Hello! I am trying to create a GI that shows Non-Stock Kit Availability based on the availability of the component items.Where if at least on component item is not available, then when you filter by the kit item, either nothing shows up in the GI or there is a field that display a zero availability of the kit item. This is the formula I am working with: = IIF (Floor((IsNull(  [INSiteStatus.QtyAvail], 0 )  / IIF ([INKitSpecStkDet.DfltCompQty] > 0,[INKitSpecStkDet.DfltCompQty] ,1 ))) < 0 , 0, (Floor((IsNull(  [INSiteStatus1.QtyAvail], 0 )  / IIF ([INKitSpecStkDet.DfltCompQty] > 0,[INKitSpecStkDet.DfltCompQty] ,1 )))))Picture below, because the component items shows zero in the available column, nothing should show up for this kit inventory item.  Does anyone know if this is possible? My formula currently returns zero for all items, any idea on what it should look like? Any suggestions are appreciated!Thank you!

I cannot seem to work out the correct syntax for using “Is In” in a GI condition. For example [ColumnX] is IN (‘ValueA’, ‘ValueB’, ‘ValueC’).For ‘Value 1’ in the GI condition tab I have tried:(‘ValueA’, ‘ValueB’, ‘ValueC’) ‘ValueA’, ‘ValueB’, ‘ValueC’ “ValueA”, “ValueB”, “ValueC” ValueA, ValueB, ValueCI have even tried creating a COMBOBOX parameter and assigning that as the Value.Nothing works, the resultant SQL in the Trace is not want I am expecting and there is nothing returned. Any know what to do?  

I’m reworking the AP check form (AP641000) for a client and for some reason the standard $Paid00 variable is multiplying the payment amount by 10.When $Paid is assigned a new value in the report, it uses “=IIF($LineNbr = 0, Sum([APPrintCheckDetailWithAdjdDoc.AdjdInvtMult]*[APPrintCheckDetailWithAdjdDoc.CuryAdjgAmt]), $Paid00)” which I didn’t change. I know that APPrintCheckDetailWithAdjdDoc.AdjdInvtMult is 10 but I can’t find any documentation about what that field is or how it’s defined. I have voided and recreated this check multiple times so I suspect that may have something to do with it. I unfortunately cannot share the .rpx file because it contains sensitive client information. 

I am trying to create a GI in Acumatica to display all Vendors and the total sum of all PO $ amounts by item. Here is the result I am looking for, but as I investigated each PO and item, the totals are not correct for the Sum of Gross $.Here is what currently exists in the GII also tried using AVG aggregate function and that did not work either. Any suggestions/advice on how to pull the proper amounts?  Thank you!

Dear Sir/Ma’am,Good day.I’m a newbie in Acumatica. Can someone help me where can I find the value of Unreleased Balance and Open Orders Balance in customers, so I can balance my Remaining Credit Limit in Acumatica vs. my manual file. Please see below the sample figure. Thank you. 

Can we group in report designer using the Ref Number (custom column) as BOQ1 Prelim as total of 9 (order qty) and BOQ2-MAIN BUILDING as 4 ? 

We have a Call Sales Report where the address of the customer needs to be on the top showing Address information such as Address1, 2, City, State, PostalCode. I am joining the BAccount with the Address using DefAddressID from the BAccount and AddressID from the Address in the report. I have tried using an Inner, Left, and Right JOIN and keep coming up with “Open server settings” error when using the Address with the BAccount.Error:I know that the first image shows the left join, but I have tried the other ones with the same results. The ultimate goal is to just the the address data for each customer that has been visited or called.

Hi ,I got the desired results by adding variable in detailSection for displaying sum in Pagefooter. However, I added the variable in Pagefooter and placed the variable in Report Footer I am not getting the value. Am I doing anything wrong here. My variable has the properties as Value Expr : Revenue amount + $SumRev  and Rest Expr :InvItem.Item Class Description. Can you please help me understand where I am going wrong?I tried it through sub report still not retrieving the item and its total.In the detail section it is as below:Item          Desc           AmtI1             InvItem1    10000.00I2             InvItem1    10000.00I3             InvItem1      $999.00I4             InvItem2    $10,000.00Further, I need to display in the Report section as:InvItem1    $20,999.00 ($RevenueAmt).  InvItem2    $10,000.00Total:         $30,9999.00. How to achieve this?

We have a subreport that displays the correct values when the parameters are manually put into it. When the subreport is added to the main report with the same parameters, the detail lines are out of wack, as in they repeat themselves several times. The very first item should only have a quantity of three with three LotSerialNbrs but end up repeating as single lines with LotSerialNbrs that didn’t belong to the item(s). Then it was decided to try the report without a subreport, and while it looks nicer, the results are still skewed. I’ve included in the zip file the main report and just in case the subreport. If the main report can show items with the proper quantity and LotSerialNbrs without the subreport, that would be great. 

In a report I had add a parameter as bellow. Here I need to list only the Vendors which Vendor.VendorClassID = ‘xyz’. But currently it loads all the vendors. How to apply a filtering condition to a parameter

Hello, I can see the Bill To on the Report Layout, and there are visible expressions.First header has:  =[FeaturesSet.VendorRelations]<>1 or [POOrder.PayToVendorID] = [POOrder.VendorID]Second header has: =[FeaturesSet.VendorRelations]=1 and [POOrder.PayToVendorID] <> [POOrder.VendorID] I understand the =1 and not =1, but can someone please explain what these mean? And what do I need to do to get the second header to show up with the Bill To? Thank you!

We have a bunch of stock items that are physically stocked in multiple locations between our Warehouse and Factory. Is there a way to create a GI that can show the Inventory ID, a totalized On-Hand qty, and its breakout quantities per the location its stocked in? I tried to use the InventorySummaryEnquiryResult table to pull in the Location IDs but no dice. Anything would help! Thank you!

I’m trying to create a generic inquiry which should display the attribute values of a specific attribute. I left joined the Customers table to the CSAnswers table and added a condition to limit attributes to the specific attribute I’m interested in.However, I’m only getting customers that have a value for that attribute. How can I get a list of all customers including ones that don’t have any value for that attribute?

Is it possible to consolidate different companies in one statement report of receivables?The customer has multiple accounts but specifically wants to include just a few in the report, how is this possible

Hi, I need guidance in modifying the GI for Checks and Payments to include the remit to address information and invoice number that was paid on the check. Does anyone have a sample GI they can share or provide guidance on what table relations and data fields link to use to get this information. Thank you,Frances  

Hey, team - I’m looking to create a IN Transfer in response to the creation of an IN Issue.  When the issue is created, a warning displays stating that the quantity on hand will go negative.  This is because all of the inventory was initially brought into Project X.  The thought here is that when the user goes to create an issue, removing the record from hold would automatically generate a transfer to move the item from Project X to the project noted on the issue.  So far my business event is NOT firing when I remove the issue from hold.  Here’s what I have: The GI:  Pulls data from INTran (joined with INRegister)Data Provider: Import Scenario  Business Event (Conditions) Business Event (Subscribers)  Whenever I remove an Issue from hold (Status » “Balanced”) I want a corresponding Transfer to be created, but that is not happening.  Any suggestions?

I’m trying to add a User Defined Field to the Additional Filtering Conditions table.  I’ve followed the guidelines in this post: It is still not showing up as an option in the table.  Any thoughts?

Hi,I been looking at all the possible DAC in my system and could not figure this out. I am trying to add CRActivity.Type into a screen to only show one of the activity type ‘BOC’ or empty. However, when I connected the tables, it is not filtering properly. As you see from the screen shot above, the system is posting all the different entry that is on the customer profile. Below screen shot is a reference to the 22 entries that is listed as ‘BOC’.What I hope to achieve is the system about to read the order type and order number that the Activity is connect to the specific Sales Order. I am able to find the fields I need with Element Inspector.Unfortunately CRActivity.Source is not a field available in Relations and I do not know how I can build a table to connect to that DAC.Does anyone have an idea on how to build the correct relationship and conditions if needed?Thank you,Calvin

I need to include the name of the last approver in a report as per the customer's requirement. To achieve this, I am using the EPApproval DAC. I sort the records in descending order of the ApprovalID field, which ensures the first record corresponds to the last approver. From this record, I need to retrieve the approver's name and display it in the report. Could you guide me on how to fetch the approver's name effectively and ensure it appears correctly in the report? 

My report is not showing the attribute fields i have added in the detail section but it shows up in the page footer. is there any way to overcome this? removing the visibility expression did not solve my problem: 

Does anyone have a GI or thoughts on how to create a GI that will display the following:Customer account ID Default Salesperson assigned to the customer account The most recent activity related to this customer account performed by this salesperson The date of this activity

Our team is trying to create a business event, however, along the way, we have found that one of the fields we need to check isn’t appearing in the Field Name Box. We know for a fact we have picked right Table Name, but we don’t see the required field. Is there a way to add more fields into the business event?

We have a GI for contracts that just links the SO and SOLine tables. Earlier this week we were able to see file attachments alongside each line item, but now it has totally disappeared. I have found that when I disable grouping the attachments show again. It only started doing this today and I have no idea what is causing it.