Reports and Generic Inquires

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. 

Hi, Wondering if Anyone has a Single 1" x 3" Report Template (in619200) to Print Inventory Labels with Brother or Zebra Thermal Printer - to replace the in619200 default report in Acumatica.Thanks so much anyone :)

Whenever I try and build a schema in Acumatica Report Designer, I get an error message of a SOAP version mismatch.  Any ideas on how to fix this?  

We are Using the Print refund Package available in Github, However we are facing an issue with the below screnario. Prepayment is created in the system,  Doing the refund using the prepayment created in the system. Able to see the Print refund check however it is printing blank.   Any Suggestions.

I have a Pivot Table that compares the monthly number of orders from last year to the monthly number of orders for this year (See Pivot Table.png).The attachment Pivot Setup shows how I set the pivot table up.What I would like to do is add Yearly Totals to the far right of the pivot table (See Desired Pivot Table.png). This would show the Total Number of Orders for last year as the Total Number of Orders for this year.I have tried adding Totals to the Rows, Columns and Values but the only totals I am able to come up with is a combined total of both years.Is there something I am missing, or can’t this be done in Acumatica?Thanks you!  

Hi! has anyone experienced this where for the same item if you create a GI with table INLocationStatus it returns a qty on hand different than querying for the same table using SSMS. I’m not doing any joins or anything complex. Simply selecting Inventory ID, Qty on hand from INLocationStatus: 

I have Develop two reports as CA650000 (main report) and CA650001 (sub report) Both the reports has Date parameters. CA650001 report is used as a sub report inside the CA650000. This sub report takes two parameters as CashAccount and DueDate.  when I run the sub report individually it works fine. when I add the DueDate Parameter it did not pass the values to the main report. when removes the DueDate Param it works fine. DueDate which is get as a parameter in the main report passed as a parameter of the sub reportThis is how I pass the parameter to the sub report. Following i have attach the reports also 

I’m formatting my checks for use with AvidXchange so that up to 35 invoices show on the check stub. It’s working for the most part except that  I have this issue that the last Doc Type and Payment Amount are not showing up. If I have 20 invoices, invoice 20 won’t show a Doc Type or Payment Amount. If I have 15 invoices, invoice 15 won’t show a Doc Type or Payment (but will show the Date and Invoice Number). Any ideas? Thanks

We have a report that serves multiple functions. There is a NOTE field that we would like to display if the [SOOrder.OrderType] <> ‘RQ OR [Note.NoteText] <> “”. ChatGPT search came up with recommendations, but none of them are working. The formula that I have so far is =IIF([SOOrder.OrderType] <> ‘RQ’, OR [Note.NoteTest] <> “”) then the NOTE field should appear, if the [SOOrder.OrderType] = ‘RQ’ the NOTE field should disappear. The NOTE field is showing up no matter what the condition is. The Visible condition is set to True. If I run the code =[SOOrder.OrderType] <> ‘RQ’ the NOTE field does not show up. There is only an issue when there are two (or more) conditions.

For complex report , I am creating CTE based sql view. In my view script there are multiple CTE. I want to filter every CTE with report input parameter so that less data get read by every CTE and  report performance gets improve.To achieve this I would like to follow the same steps to create sql view with parameter. https://stackoverflow.com/questions/2281890/can-i-create-view-with-parameter-in-mysqlbut I am confused as how to pass that parameter in DAC @p1 value so that the same parameter get reads by every cte. 

We have a subreport that has been developed, and is working using data from the CRRelation table, which was submitted last week with issues. The subreport is a part of the groupFooterSection1. The subreport is receiving the parameters without any issues, but the final Sales figures are not all showing up as expected. I attempted to adjust the size of the subreport in various ways, using Custom, A6, and other dimensions trying to get the size down. Everything in the groupFooterSection1 has been encapsulated on a panel, and I’ve attempted to use a separate panel, no dice, no panel, no dice, putting the Sales figures on it’s own panel, still no dice. The user is adamant about using the CRRelation table to prevent his users from having to keep typing the same data from one report to another. On another note, I again want to thank all of the people that helped me last week to use the CRRelation for the data.Word attachment has screen shots of the work done and I’ve included a zip file of th

Is there a way to format the figures on a dashboard? Instead of showing for example, $251.04k. We would like to see $251,040. Is this possible?  

Hey! I was wondering if someone has figured out a way to make a GI that pulls from the Inventory Turnover project. I am trying to pull the “Qty of Items Sold” column by inventory ID and by financial period from the project.Thanks for your help!

Hello! I am trying to create a GI that shows the response time spent on cases. I need to find the difference between the case create date time and the first outgoing email completed time by our employees. We have a business event set up where there is an automatic email that goes out to inform the customers that we have received their case, so right now the ‘InitialOutgoingActivityAtDate’ field is pulling the time of that automatic email response. Not sure if this is possible or not, but is there a way to retrieve the first email sent by an employee? A email that has an owner? In this screenshot, we would like to have the date and time for 11/26 11:40amAny idea is appreciated! Thanks!!

We have the following inventory labels form, and it prints additional labels based on the number of cross-references on the item profile. If there are three references or alternate IDs, then it prints three labels automatically. It might do because we added this table (INItemXRef) to the Schema Builder, but when I remove the table, then the label does not work.   

Hi Team,We have a requirement to load all account records from the Account Details screen without the Account ID filter. We are using the same graph as a reference and have created a new screen where we removed the Account ID filter and the respective conditions in the code. However, on the new screen, we are unable to load the Beginning Balance and Ending Balance values correctly for all accounts. Could you please share your thoughtsPlease Find the Screenshots for reference:Account Details Screen:New Custom Screen: Thank you,

Dealing with an odd situation where I have built a GI with parameters that looks at completed appointments but it is not pulling correctly based on the dates. The goal is to use the parameters to select a From Date and a To Date so we can see all the appointments within. The field we need to use however is the FS.Appointment.ScheduledStartDate - the scheduled start date is more accurate than execution date because our team does not necessarily update their appointments same day. When I filter between two dates (ex. Nov 11 - Nov 22), the appointments on November 22nd are not shown, they are filtered out. This appears to be because these have an execution date of Nov 25. My parameters and my conditions are all looking at Scheduled Start Date but they still seem to filter on/off based on an execution date. I’m unable to figure out why this is happening. Here is the table - you can see the To Date is set to Nov 22, but the data is shown only up to Nov 21.When I change the To Date to Nov 25

One thing I have found with Acumatica is that there is no easy way to track missing time entries for each of our ~50 employees. Furthermore, we would like to see a report on how people are allocating their time to projects and tasks, without the bulkiness of the Employee Hours report. Does anyone have any recommendations for a third party that we can outsource the building of these reports to? I have tried my hand at this, but would rather rely on an more knowledgeable person.Thanks!

We are using a GI to pull an inventory sheet and one of the columns has a name of Class for the grouping of items with specific INItemClass.ItemCLassCD such as 001-01-01, or 002-06-01. Items beginning with numbers such as 001, 002, 003, or 006 should show up as Class Items A or 010- - as ‘Other’ or 010-0- as Other. My SWITCH looks like this:=SWITCH(LEFT([INItemClass.ItemClassCD],3) = 001 OR LEFT([INItemClass.ItemClassCD],3) = 002 OR LEFT([INItemClass.ItemClassCD],3) = 003 OR LEFT([INItemClass.ItemClassCD],3) = 006, 'Class A',LEFT([INItemClass.ItemClassCD],3) = 007, 'Class B',LEFT([INItemClass.ItemClassCD],3) = 005 OR LEFT([INItemClass.ItemClassCD],3) = 013, 'Class C',LEFT([INItemClass.ItemClassCD],3) = 004 OR LEFT([INItemClass.ItemClassCD],3) = 008, 'Class D',LEFT([INItemClass.ItemClassCD],3) = 012, 'Class E',LEFT([INItemClass.ItemClassCD],3) = 010, 'Other')The code does pass Validation, the Class column just doesn’t show even though there are at least three pages of mixed classes. I a