Reports and Generic Inquires

Hi everyone,I’ve successfully built a dashboard in Acumatica for Employee Timesheet Status Reporting that includes the following features: Widgets: Four widgets showing the current week's timesheets categorized by status: OnHold, Pending Approval, Rejected, and Approved. Widgets are color-coded: Red for OnHold, Pending Approval, or Rejected if there are hits. For Approved, Red if there are no hits and Green if there are hits. List View Widget: Displays timesheets for the current week plus two additional open business days. Filters out timesheets that are Approved or Released. Allows managers to drill down into timesheets for additional processing. Now, I’d like to add a restriction so that managers accessing the dashboard can only view timesheets of employees reporting to them and no one else.What I Need:Step-by-step guidance on how to implement this restriction within Acumatica. I understand that this might involve: Adjusting the Generic Inquiry (GI) for the dashboard. Addi

Hello! I am trying to get these fields on the SO screen into a GI. However, even though there are data shown in here, I was not able to get the Dropship PO Status and Dropship PO Line Nbr to show up. I checked in SOLine DAC and it says the fields are “nonexistence in DB.” What does this actually mean? If I am seeing data here why am I not able to pull them into a GI?   Thanks in advance! 

Is there a way in a Generic Inquiry to pull the Enter Record Notes that have been entered either on the SOOrders or SOShipment screens?Our customer service team puts notes in these field and it would be helpful to pull those note in a GI.Thaak you! 

Hi all,     I have created one simple business event with generic inquiry (AM3010PL - AM-Labor) which is already available in the acumatica, but business event is not working while adding (active) the below highlighted condition in generic inquiry .Screen shot is attached here. if we are not adding (Inactive)  highlighted condition , then business event  have been triggered.Any ideas on why this business event not trigger while adding below highlighted condition in Generic inquiry?  

Hi Guys, How Can I print a Tick Box in My Reports, ie ☐   I can add this symbol to my Steps in BOMbut the PX.ReportViewer.axd  removes it, or does not display it?  even printing to a PDF it is not Visual?any help appreciated!

Is there a report to print a carton content label for orders being shipped.This report would would show each shipping carton / pallet along with the item and quantity for each carton / skid. Example:Carton 1Item 1 qty 300Item 2 qty 500 Carton 2Item 2 qty 500Item 3 qty 75 Thank you

I’m working on a report based entirely off of PMTRAN (with PMCOSTCODE linked in to give me access to CostCodeCD).  I’m starting with parameters for project, startperiod & endperiod.  I’m then trying to filter so that I only select records from PMTRANS where PMTRAN.ProjectID = @project and where PMTRAN.FINPERIODID is between @startperiod and @endperiod.I can’t seem to get my date parameters into a format that is consistent with PMTRAN.FINERIODID.  I’ve triedcreating the parameters as ‘string’, ‘date’, and ‘integers’. creating a variable based on the parameters to put them in yyyymm format. creating variables to put all of the dates into yyyymm format.nothing seems to work.This is how I’m defining the parametersview name=Report.GetFieldSchema('OrganizationBranchReportParameters.FinPeriodID')default value=Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')But I’ve also triedview name=Report.GetFieldSchema('PMTran.FinPeriodID')default value=Report.GetDefExt('Organization

We are seeking suggestions to modify an existing generic inquiry designed to retrieve the discount percentage based on the InventoryPriceClassId and CustomerId. While it functions correctly in most cases, we are encountering an issue where, for a specific InventoryPriceClassId, we receive four results instead of the expected single result. We require assistance to ensure that only the relevant '15PCTUP' discount code record is returned, corresponding to our specific Item Price class.  

I want to filter a report based on the CreatedDateTime and adjust for UTC.  I have the filter working properly in the body of the report but how can I use it in the filter of the report overall?Here’s what I want:=dateadd([EPActivityApprove.CreatedDateTime],'h',-6) = Today()or as another option, how can I filter so [EPActivityApprove.CreatedDateTime] = Today(UTC)

Hello,I’m working on a custom Commissions Report that shows Paid invoices in the Top section and Not-yet-fully-paid invoices for the same Salesperson, as of the same Period-end in the bottom section -  “Future Commissions”.The report works well until I connect the sub-report. One colleague helped me try the following ideas for passing the financial period to the subreport:Ideally we will pass the report parameters provided by the users - @Salesperson and @FinancialPeriod. Any period the User chooses upon printing, that value should pass to the subreport. When @Financial Period did not work, we tried a database field in the Parameters collection, [ARInvoice.FinPeriod], with no success. We tried hard-coding a Period that we know has commission activity in the Parameters collection.  We tried two different formats:  09-2024 and 202409, with and without quotes. We tried several fiscal periods, and the error presents for all periods we tested. When we remove the Sub Report Name, the report

 I am wondering how to add the running total of amount (PMRevenvueBudget) in the report footer based on the inventory Item ClassID description of the inventory id in the detailed section. 

Hi everyone,Can anyone enlighten me what is the problem why is it when i create a dashboard for our HR manager using the the generic inquiry of Purchase Order Summary, the dashboard doesn’t have a content just a symbol of LOCK after all i set up the widget propertiesPlease see screenshot, we are currently using Acumatica 2023 R2Appreciate your replies.Thank youggil      

We have a report in Report Designer where the results are not matching up with the GI. The GI is called CRRelation. There is a LEFT JOIN with SOOrder.NoteID and CRRelation.RefNoteID. The GI in the attached document shows that the LEFT join works as all the data across the board matches. Using the same type of LEFT join in the Report Designer and following it through various stages (also shown in the attachment) shows that everything appears to be matched up. The issue is that in the Notes field, section listed at the bottom of the attachment, the CRRelation.TargetNoteID  and the CRRelation.Description are suppose to match the top picture in the attachment. I’ve even tried using, in the Report Designer filter, a filter for the TargetType to be Sales Order, and again, no joy. I have not linked the CROpportunity to any of this as I didn’t think it would be necessary in this case.

I have been hunting for the access right that would hide the attached image totals on purchase orders in the header for a view only user that we do not want to allow to see cost of material. I am having a hard time locating the correct access right for this to revoke. Can anyone point me in the right direction? 

Hi , I Have Attached generic enquiry for three table i have created.Notification source, Notification Receipient , Customer But the customer table am not able to join with other two to display the customer id and name Anyone can suggest and help me to resolve this issue 

How can I disable or hide the Export to Excel button in the report launcher window?

Hi All, does anyone have an example how to add the Step numbers in a Production ticket from the BOMThanks

I’m trying to create a report attached below, and use custom data as a filter field. However, whenever I try to search via the filter box, no data appears within the search function. I’ve tried my best to keep the report as close to the standard ones as possible, but I’m not sure what is causing this issue. 

How do I join the NotificationSource table to the Customer table in a GI? I’m trying to output all mailing settings for each customer so we can see who has overrides enabled for specific functions (like invoices etc). I’ve tried using the DAC browser for this, but I’m not finding a way to get from A to B. Anyone feeling super knowledgeable today? I’d love an assist on this one, thanks! 

how to access relation table in generic inquiry for get information restriction group by user?

I currently have a report that looks like this:How can I get the negative dollar values to appear in red? I have searched other solutions. The closest option I have found is overlapping fields and using VisibleExpr. The issue comes in the fact that, the dollar value column uses an if-statement to calculate its value as a negative. So, I’m not able to tie the VisibleExpr field to a specific parameter like [ARInvoice.DocType] etc. Here is a screenshot of the if-statement used:Is there a way to have the VisibleExpr calculate based on the end result of the “Value” field? Thank you,

Dear ALL,Which DAC/Table can get the Beginning Balance and Ending Balance of the Accounts by each day ?Many thanks !NNT

My controller relies heavily on the Find function (search) in the report viewer. The find function used to find the first instance on the first click (or enter key) of the find button on a report, then would find the second on a secondo click/return & so on through the list. This functionality is now lost, it will only find the first instance every time you use the find, its almost as if the report is re-loading every time you click Find. I have tested this in new instances of the same build and have the same results.Has anyone else noticed this, and is there a fix for it?Acumatica 2023 R2 Build 23.212.0024  

I am trying to design a report using INReceiptStatus which is hidden and cannot be selected in report designer or Generic Enquiry. How can i make the DAC available for report designing 

Hi all, I’m trying to write a GI that lists Sales Orders from 13 months ago. For example, if I run the GI successfully with a business date of today, it will show me all Sales Orders in September 2023. I think this is best achieved by setting some conditions in the Conditions tab of the GI, but I am not sure of the formula to use. Does anyone have any suggestions or can point me in the right direction?