Reports and Generic Inquires

Per our internal Acumatica help wiki, I should be able to download the Acumatica Report Designer from http://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/<buildNumber>, but upon searching for my build number, I encounter a directory with no items.Has the Builds URL changed and is there an alternate URL to download this directly from Acumatica?

Is there a way to add report logic to pull the vendor type alternate ID based on the vendor on the purchase order? We have items with multiple alternate ID types, and in several cases there are multiple vendor numbers listed. I need some sort of logic to specify the alternate type, then match the Vendor ID with the vendor on the PO.Thanks in advanced!

I’m struggling to get the sales person Id to the the page. All I get is numbers and not an actual name.Can someone help me figure out what I did wrong?  

Example: Total value is 30, Sales is 7. so when i check percentage calculation, Percentage  = (sales/total)*100. but output shown is 0. how to check percentage?

Hello - I am trying to get a prior period depreciation amount added to the FA Balance Projection by Class report but can’t seem to get it to work. Any ideas on how to work this in report designer? 

Is there a way - either as a parameter or GI filter - to filter the view of a generic inquiry by item workgroup that I am a member of?  We are not looking to set up restrictions, just filter a list of items on a few GIs. We’ve setup each item with a workgroup and can assign employees to one or more workgroup. We’d want to then add a filter or T/F parameter to view only items in “MyWorkGroup” in the same way you can on other process screens like Prepare Replenishment or similar to how @me can be used   

All, I’m having trouble validating the syntax of this visible expression… I’ve looked at it so many times now I think I’m going blind. =iif(([AMProdOper.Descr]='Stage 2' and (Right([AMProdItem.InventoryID],4)='-PGC', True, False))) So I want the text box to display if:the production stage description is ‘Stage 2’ andIf the InventoryID ends in ‘-PGC’I’m not sure if it’s the closing parens or if my expression to pull the correct Inventory IDs is at fault… thanks!

Hi, can someone please explain to me why, in a generic inquiry, sometimes reference number or document number shows up as blue and I can drill down to the document, but sometimes I can’t drill down?For example: I can drill into the payment reference number here but nothing gets pulled up when I try to drill into the invoice reference number. And sometimes when I create a GI, the reference number would not even show up as a link.Can anyone explain why this would be?Thanks!!

Is there a way to use a condition in a Generic Inquiry to bring up the records associated with one specific customer name or their account ID? The data will be used in an Excel worksheet and emailed out to the sales rep and the customer in question. I have tried using Customer.ParentID = 123456 BAccountR.ParentBAccountID_description = Disney World Travel in the conditions tab but the GI still brings over everything including customers and accounts numbes not needed. 

How can i create a GI which can display month wise Forecast just as same as Inventory Analysis report.  

Hello,We have added Latitude and Longitude data to our Customers (Customer Master screen, Shipping), and when I add the field to our Customers GI, both columns are blank even though there is data.  Not sure what I am doing wrong here.    I have attached the GI to this post.

Hello Community.I have 15 sales staff.When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed. should be @me for login and salesperson

Hello! Is there a way to create a GI that shows all the workspaces, categories, and the links to the screens?I was able to create one that shows the workspaces and categories, and with these DAC I couldn’t find a field that is for screen titles. Right now the GI is duplicating categories for however many screens are listed under that category. Am I missing data sources? is this information possible to pull in Acumatica?  Thank you!!

The goal is to create a report and/or GI that shows overall items produced each day.I also need to report this for each employee and each machine.There are 2 tables I have identified as possible sources.-    AMMTRAN (This does not have the machine which I need)This has InventoryID, QTY, Employee IDIt has 2 dates that seem valid.  CreatedDateTime and TranDate  (which date would be appropriate to use?  What is the difference between the 2 dates?)-    AMProdItem (This does not have the machine nor the employee which I need)This has InventoryID, QTY, It has 2 dates that seem valid.  CreatedDateTime and TranDate  (which date would be appropriate to use?  What is the difference between the 2 dates?)Have I identified the correct tables?How would I be able to get the QTY produced by machine? Thanks!!!

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!