Reports and Generic Inquires

I’m trying to build a GI that shows me Labor entries by Employee ID but that links back to the Clock Entry so I can see when the clock entry was made, not when the labor transaction was created/approved. I can’t figure out how to get that link working. Does anyone have any ideas?

We have an RMA Authorization form which needs to have an additional text box added. If there is room on page one, show the text box, if no room, then the text box would show on any subsequent pages but only on the last page.

hi All, I have a requirement where client wants to have a specific logo for some profit centers. Example if an invoice is issued to COA XXXX and Sub 100-00  then system pick logo 1. If it is to 200-00 then pick another logo 2. How do you maintain this in visible expression and linking them to embedded images? I appreciate your input. RegardsGhazal 

Hi, We are facing issue while exporting file in PDF from report output. Whenever we export report to PDF font in output file get compressed but whenever we print it and save as PDF it works fine. Kindly suggest to resolve. Output From Print option.   Output from Export option   

How to Add Customer Statement along with Sales order Confirmation

Is there a standard report or inquiry that will show Sales by customer by month by GL account?

Does someone have a example of a GI condition that provides the option to select multiple parameter of the same field?  That is customer want to be able to built result for 1 customer or 2 customer … up to X customers and wants to be able to select 1, 2 up to X but not all 

Hello everyone. I am trying to see how to modify the GI for Non-Stock items to include the GL Codes/Accounts for Expense and Sales.  I don’t see any other report I could manipulate and that’s why I thought I could get that through the Generic Inquiry by Editing the Generic Inquiry.  I cannot seem to find what fields should be added to the Results Grid.  Currrently on 2023R1.Any help in this regard would be greatly appreciated. 

Has anyone had any issues with / when sending a email via a template, the message will look exactly how you want it to look on the template, in “all emails” it looks good, but when received in outlook it looks like it goes from no spacing between lines to double spacing.  Every line, including signature from “my profile” being inserted looks like it’s going from single space to double or 1.5x. It looks unprofessional and not sure what the problem is.  Any ideas? 

I have these lingering tabs on a GI I’m working on and can’t delete them. This is the error message I get when when trying. Any ideas on how to clean this up?  

Hello everyone!I’m trying to create a Generic Inquiry that produces a report listing the materials contained in a multi-level BOM and some information about those materials. The difficult part is that many (but not all) BOMs contain BOMs within them, which themselves can also contain BOMs, and I want those material items to be listed as well.I’m able to get the first level BOM materials in one report, and I can get the second level BOM materials in another, but not at the same time in the same report.I’m looking at the tables “AMBomItem”, “AMBomMatl” and “InventoryItem”, which I believe are all the tables I need, and have Inner join types between them based on bomId and InventoryId.So, my question is this: how do I write the GI in such a way as to get all the layers of BOMs and their material constituents? Is there are way to recursively go through each BOM item to check if it contains a BOM itself and if so get those items?Any help is appreciated!

What data tables hold the items currently in totes? I’d like to list all the totes active in the system and then display their contents. I just can’t seem to find the data tables holding this information. Anyone know where to look? Thanks!

Greetings, it is possible for the variables of Alternate ID to be reflected as for example in excel, individual columns?  example: 

Hi,I’m trying to make some generic inquiries available for customer portal users. All indications from the help guide make it seem possible so I suspect that I’m missing something out.The GIs appear on the portal for our admin users but not customer (contacts linked to business accounts) users. The access levels to the GIs are the same. Is there anything I’m missing out? Any help would be greatly appreciated!

When a production order is created from an Estimate, is there any join/link between Production operation ID and estimate operation ID?

I have a generic Inquiry that I’m trying to filder the created date time column by date and time. Right now if I click on the column to filter it I only get filters that filter as if the value was plain text however I would like for it to recognize that its datetime and allow me to filter as such.I’ve attached an example of how I would like it to be to serve as reference.  

I’m thinking of developing some Report Designer content in my off time.There’s a lot of stuff on the internet already, so I actually cover ground people want to know about/could do with a refresh I have a few questions for the community if anyone feels like sharing:Existing content: What Videos/blogs/websites are your favorites for Report Designer tutorials? Existing content: Are there any tutorials you REALLY recommend as amazing?   New content: What do you struggle to find information on? New content: What information seems to be out of date? New content: is there anything you just want a great tutorial out there for? Sorry if this question gets asked a lot, I couldn’t see a recent post like this.

Hi Experts.I have created a new GI and copy paste the Payment and Application GI in new one. Then I have added it in API End point and populate the fields using Results but When I am trying to get the data based on filters it raising Attached error. I just removed note table from GI and other is same as payment and Applications GI. Any one please guide me about this error. When I tried PUT method. it says exceptionMessage": "More than one entity satisfies the condition.", URL http://localhost/entity/Payments/22.200.001/ACHTEST?$filter=DepositAfter ge datetimeoffset'2024-05-07' and DepositAfter le datetimeoffset'2024-06-06'and PaymentMethod eq 'ACH' and (Status eq 'Open' or Status eq 'Closed') and Type eq 'Payment' and Deposited eq false

I have a customer who prepares statements monthly and distributes via email and mail. They utilize a 3rd party printing service that requires all multi-page statements to be isolated from single page statements.Would love to filter by mutli page first and single page next or something along those lines. Is there a way to do this utilizing the =PageOf function, some kind of grouping, or something similar? 

Hello. I need a resulting statistic that shows me Inventory Turnover Ratio: (This measures how efficiently you sell through your inventory.)Has anybody done this yet on an acumatica dashboard, and if so, can you share the method here? Please and thank you

I am experiencing an issue with Report Designer. When I make changes in Report Designer, they appear in the preview tab but do not reflect in the URL.Please note that I have saved the changes to the server with a new version and activated the version in Acumatica. My user permissions allow access to Report Designer, yet the changes still do not appear. I specifically tried modifying the dunning letter printing format in Acumatica.

I have formula that can grab all the differences in expected vs real dates, but how do I tell my AVG() aggregate to ignore any zero values in the formula (i.e. the false branch of the statement below)? =AVG( iif(DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate])>6 OR DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate])<-6,DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate]),0))I tried using the empty set instead of zero, but it gets angry about it not being a number. There has to be a way to just say “Skip this row” based on a condition. Can someone save me?

I was looking through other forum posts trying to find a solution to a long standing request regariding Inventory Valuation report where my supervisor would like to run it by date, he linked me to this post  which I have already gone through before but hit a dead end as they state you can use an If statement to allow the date range to be input but I cannot seem to properly format this nor wrap my head around how the parameter would correctly engage the data sets the way they have shown it built. any help with this would be greatly appreciated.

HiMy asset already fully depreciation with 100 salvage value. After that, i want to change the salvage value to 1. Is there any option to trigger depreciation for amount 99. Asset with fully depreciation status, we cannot trigger Calculate Depreciation process.  Thank you,Nas 

How can I retrieve the date when the status of a sales order changes from 'Open' to 'Completed' using a Generic Inquiry.