Reports and Generic Inquires

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

Hello,what could be the problem if $LineNbr does not appear in Variables? here, I manually typed it in the value then it results to list of 0s. someone please help thanks! 

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