Reports and Generic Inquires

I have an AP employee who is trying to use the Additional Remittance Form and it seems regardless of Cash account, Payment method of other fields entered it always prints out a blank page when the report is run. I have not been able to get it to print anything but the AP employee says that it prints out what they want at least 50% of the time. does anyone have experience with this issue or know what might be causing the problem?

We have a report where we concatenate the InventoryID and the Description fields.Is there a way to bold the InventoryID while leaving the Description portion of the string normal/Thank you!

Hello,Can someone please help me with a null formula in my GI. If my customer reference number field is NOT blank, I would like it to have Blue or Blue Font. Here is what I came up with: =IIf( [SOOrder.CustomerRefNbr] <>' ' , 'blue40', default) The result is everything is blue.  

We have few attributes with multi-select control type.AttributeHowever, when multiple values are selected, the values are concatenated in the database. Below is a database snapshot: Db snapshotWe have a GI that is using this attribute as a parameter. We would like to filter based on individual attribute and not look for a specific combination. It doesn’t work right now as it keeps looking for a specific combination of attributes  Is there a way to store this differently in the database or a way to separate them?

In the Invoices Form, Tax Details tab there can be instances where 2 taxes are applied as below.We need to get both these tax values to the report. I have used this join for that purpose.But this join takes only one tax ID to the report and the detail lines end up getting duplicated. How can I avoid this issue?

I need to limit Requests view so employees can see their own Requests or those of employees in their department (field on Request). I can easily limit users to their own requests using RQRequests.CreatedByID = @Me in the GI condition. But I need the equivalent of “Or RQRequests.DepartmentID = @Me” . Problem is, @Me doesn’t work for DepartmentID field. Does anyone know how I can accomplish this?

Hi~I am tiring to customized Account Summary GL4010000 to excluded Branch information.My final purpose is grouping Account in that screen to see totals include every branch.Is it possible to realize it by my customization? or how can I change the hierarchy for Company/Branch into Company and Branch in the filter?Thanks!!!!

can we generate a GI that includes all transactions with reason codes? We need to see all inventory adjustments and their associated reason codes, as well as write-offs and the reason codes used for them. Thank you!

Customer is on 2023R1Created a new Business Event Based on status chnage on a new Sales order GI Business Event did not trigger as expectedCopied the GI and BE to Sales Demo instance and trigger worked as expectedwhat could the issue be on the customer instance to cause the BE not to trigger ?

We are creating a report in Report Designer where one description field needs to be set to Can Grow. The user would like the detail section to be maintained at a minimum height, but would like the Detail Section to grow when the description field grows in height. Currently, the Detail Section height remains constant and when the Description field grows in height, it is cut off at the bottom. Is there an easy way to cause the Description section height to grow when the field grows?

I have a Generic Inquiry for tracking Blanket sales orders but I need to add a function to it that allows me to track schedule compliance for the contracts in the GI. we have the start and expiration dates that I need to draw from as well as the order quantity plus unshipped order quantity. what I need is the Unshipped order quantity to be tracked in relation to the remaining months in the order.so for example in an order of 11,200 units over the course of 12 months needs to show that a minimum of 933.33 units are being shipped per month, if you get to 2 months and the total shipped is not equal to or greater than the order quantity total divided by the number of months between start and expiration date it should show it as being out of compliance.now I know this is very complicated and I am unsure if it is even possible to track this data using a GI and/or dashboard.I attached the XML of the report as well. 

Why does display error in my report =ReportUDF.AmountToWords(CStr(IIf([ARPayment.CuryOrigDocAmt] <> 0,[ARPayment.CuryOrigDocAmt], '')), '')error says Invalid field name ReportUDF has been specified.other solution to convert amount to words? 

Hi Experts,Need your solution/advice on how to build a GI’s formula in Acumatica 23R1 to get base currency amount on Request’s field ([RQRequestLine.CuryEstExtCost]) or Requisition’s field ([RQRequisitionLine.CuryEstExtCost]) since the tables did not connect directly to CurrencyInfo and the transaction already closed.Relations schemaYour input are highly appreciated. Best Regards,Iko 

I added the SOShippingAddress table with the Inner join type to the SOOrder parent table. this was done as I am making a copy of the report but one that tracks ship to address data for country, city and state. after doing so the report goes from loading in seconds to taking a minute or longer to load.is there a better way to do this join so it doesn’t take so long to run and parse data?  

Hello! I have an attribute field for call activities that is called the “CALLDURATION.” This field is alphanumeric, so I have a formula that converts it to integer when using aggregate functions. I need to calculate the total call duration of multiple call activities performed by each person and have it display in the result next to OwnerID, is there a way to calculate that in GI and what function/formula should I use?  This is the formula I use to convert the alphanumeric value to just calculate the number part.  In the Total Time Spent Column, I need a formula that would return the value of total call duration for each owner. ex: first row has made four calls, so Total Time Spent column should display the sum of all four calls made by first row owner.  

How are you all doing version control on your report designer files.  I also am trying to solution a change log.  I was thinking Github may be a candidate for this.

Hello,We are trying to identify stock items where the QTY available has changed since xx/xx/xxxx date.  This would be run periodically to support something they are attempting to do.  I thought InSiteStatus was the ticket, but they did an inventory receipt (it was released) and the date indicated did not change.  Any suggestions on how I can get the date the available QTY of a stock item has changed.   

Hey Crew, have been working on this or a bit but running into a snag.I have a nice little GI for backorders linking the promised date at the POline level to the item on backorder. For 95% of the time this works fine. But if i have multiple PO’s open with the same SKU the GI/Report will duplicate the SKU. This 5% is actually for the customers i want to automate a weekly report.It doesn’t seem likely that i can change the PO structure. One supplier requires a yearly standing order, other suppliers wont always fill a PO completely whilst another PO is already generated in the meantime for more stock. For both scenarios these are where suppliers are over seas and there is huge delays with sea freight and production. PO creation to completion can easily by 4 - 6 months whilst also adding new PO’s with similar products. Has anyone got a creative way around this? GI lined below.I believe the culprit is this relation 

Does anyone have a way to sort the Substantiated Billing - Consolidated Report by cost code? 

Is there a way to only update the metrics in the Dashboard manually? I want the data to remain the same until I refresh it again at the end of the week, but the once a week refresh isn’t working, (set it to refresh once a week last Friday and it has already refreshed twice today.)

I’m trying to setup a GI that would allow me to update an inventory item’s Default Vendor through mass actions - however, because this is set at the Vendor ID/Location level, I believe I’m having trouble.Neither the Stock Items screen and Vendor Inventory screen allow me to  Is there an entry screen where I can assign the PreferredVendorID & PreferredVendorLocationID as the item default?  If not, is there another way to update an already assigned vendor on the stock item as the default vendor?  

I’m in the Report Designer. I have a barcode. How do I integrate the value of the barcode into the barcode as shown below. It doesn’t have to be nested into the code as shown below, underneath is fine too.My issue is that barcodes are variable in length and they completely ignore text alignment, so I can’t center the Item Number (my value) under the barcode. The barcode is always left justified making for some very ugly labels. Thanks!

I’m trying to get all inventory movements through a purchases accrual account in an inquiry. I can get the APTran joined nicely. I have about HALF of my INTran records showing as expected.The issue I have is that I “think” I need to use Line Number, but the Line Number on INTran is 1, but in the GLTran it’s 2 for a record (Purchases Accrual comes in as the 2nd line, the 1st line is the offsetting account). Without the Line Number, I’m concernced that a transaction could have two rows with the same Item and Account ID, thus creating duplicate entries. The DAC Browser doesn’t have anything regarding these two tables that I can find (hopefully those get more flushed out as we go along). Joins between GLTran and INTranThanks for looking/helping everyone!

I’m trying to prepare GI similar to the AP Register Detailed report. I tried copying the same relations as defined in the report designer for the GI but the results are not as expected. the date filter does not work well. I would really appreciate help on this one.

I’m working on a Report to pull in AR invoices for a specific G/L code, but I am getting double results.  I think it is do to SO-Invoice and AR-Invoices sharing the same ARTran record.  What is a good way to limit this.  In the report I want to see each line for the invoice where that G/L account is used, so I know I can’t group by the AR number.