Reports and Generic Inquires

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. 

I’m trying to automate some reports to run weekly, however, these reports are not appearing within the drop down list, even if I search for them. Is there some setting I need to check on reports in order for them to appear within the Automation Schedule Tab?

Hi all, I’m trying to summarize two columns from two different tables, but the GI is counting summing by the total number of rows in each of my many side tables. Is this something doable in a GI or should this be more of a report? Thanks in advanced!  

Hello all,i have been trying to create a join between PMProject & PMRevenueBudget tables but not able to do so. Can anyone guide me out in establishing join between these 2 tables? Tried it via PMProjectRevenueTotal, PMTask but didn’t get the required results.

Hello,I am trying to pull the “CuryRevisedAmount” field into the PM632000 report. I added the PMRevenueBudget table in Schema Builder and now it duplicates lines. I cannot confirm this, but it appears that when the billing rule is TE, it duplicates the task and adds the “CuryRevisedAmount” data from the Cost Budget on one line, and from the Revenue Budget on the duplicate line. I am only after the revenue side. Any ideas? Thanks!

Sanity check post.Going through all my options within Acumatica I have found it lacks the support around bulk updating customers and the salespersons linked to it. My first attempt was building a GI or using the Customers GI and enabling mass update. This did not work as Salesperson was not an available field.Next step was I saw a couple post on using an import scenario that could update the salesperson and use of the " <Line Number> = -2 " to delete the existing salesperson. That would of gotten me close but still felt that was not very easy to accomplish for most with the system.The solution I landed on was developing code to call the Customers Endpoint and expand to include Salespersons.https://YOURURL.acumatica.com/entity/Default/22.200.001/Customer?$expand=Salespersons&$filter=CustomerClass eq 'YOURCUSTOMERCLASS'I added a filter to give me all customers within a certain class as we have our salespersons aligned to customer classes. From there I looped through each custom

Hello, I’m creating a new payment plugin to do integration with cybersource,I created the payment plugin and added the payment processor succssfully but the problem is that I can’t add a payment method linked to this new payment processor, please see attached imagesUnder the processing center payment method tab, there is no payment methods when I go to fininace → payment methods and then add a new payment method I can’t find the new processing center under the payment method idnot sure what is missing? the acumatica docs are not helpful so I’m not sure why it doesn’t show any payment methods availabe, is there anything I miss to add to the payment plugin, thanks in advance

i want to display the attributes on my report i cant find his relationship to the customer 😅  

Hi,Selectors for which, the ‘Filterable’ property has been set to ‘true’ on a PXSelector, allow users to define their own filters in selectors when using Acumatica.  For example, this is the case for the selector that allow to enter/select a purchase order number (see below).However, this does not seems to apply on GI, when the same field is used as a paramater on a GI.Does someone ever notice this behavior ?  Any idea on how to fix this ?Best regards,Yoland

Hello guys, I am having an issue with a report I am modifying in preparation for a new process improvement project we are undertaking.The report in question is our manufacturing call off report with then redirects to our label report to print the labels for the item to be manufactured.When I click the redirect:It takes me to the report desired however, it is blank:However, if I go into the parameters, leave them as is, and press run report, the report prints as expected, with the parameters set from the redirect in the call off reportHere are my Params:Call off ParamsLabel Params 

Dear All,            Upgrade 2023 R2 Version I getting this error while run report, anyone can help to solve this issue 

Does anyone know if there is a way to create a calculated field in a pivot table GI within Acumatica? Am trying to sum totals sales / costs / margin and margin % by various objects.  My GI has each of these at the row level, but when summing in a pivot table, margin % is obviously not correct.  Pivot function seems to support % of row / column, but not % of a specific column (ideally would just sum margin / price for %margin). Any suggestions, greatly appreciated.Thanks,Dave

We have a generic inquiry that lists blanket purchase orders information. Unlike Blanket SOs, Blanket POs do not have a Child Orders tab- making it tricky to track child POs tied to them.  SOOrder table has QtyOnOrders field, however POOrder table does not. How can I calculate Qty on Child POs and have it display on the GI?The GI is not line specific it is only header specific. When I added POLine table, it replicates all the information which is not required.The below snapshot is one from Blanket SO Gi, we would like to display something similar for the POs. How can we achieve this?@lauraj46 - any ideas from you would be helpful as well! Thank you in advance! 

Hello,       Still in 2021R2, I don’t know if latest version still having this issue.The datatime manipulating functions like DateDiff( 'd', [DateFrom],[DateTo]) can work perfectly when put in data field like below. But when you put it in styles, it would run with error “mismatch type”       It probably due to Acumatica did not handle it in style columns.Luckily, we can handle this ourself.  Like below:(DateDiff( 'd', CDate( Replace( [DateFrom],' 12:00:00 AM', '') ),CDate( Replace( [DateTo],' 12:00:00 AM', '') ))     Firstly, you have to replace the ' 12:00:00 AM' with empty, note, a space is in front of 12:00:00    Secondly, you use Cdate to forcely convert the type.Then, you can use Datediff function as usual, no errors anymore.

You may already be aware that when trying to style a GI column that contains a formula, you need to use an ugly version of the field name (something like this: INSiteStatus_FormulaB77428C87C3A4F5D9777A8999A0D8E43) that can be found in a variety of confusing ways. You may also need this ugly name if you are basing an Import / Export Scenario on a GI provider.I devised an easier way of finding this name by building a GI of GIs 😎Just choose your GI with the parameter and you’ll get a list of all the field’s ugly names: You are welcome to use it as well!

I need to display the dollar amount of Debit Adjustment(s) applied to a payment on the Check Remittance.  How would I do that or is there an existing report that shows this information that can be sent to a vendor.  This data is needed to inform the vendor why the payment is less than the invoice.

The quick question: Is there a list of the Transaction Type 3-character codes for inventory transactions (INTranDetail DAC) or, more generally, a way to view a field’s value before it is translated to the display version? As part of a larger Generic Inquiry that brings together a variety of inventory-related statistics, I am attempting to create a ‘Most Recent X Date’ column for several of the different transaction types, such as Most Recent Receipt Date and Most Recent Transfer Date. However, I am unable to filter to the desired transaction type in a formula without knowing the codes. [INTransfer.TranType] = 'Transfer' Doesn’t work, as the DAC Schema shows that the field is only 3 characters, but gives no list of what those codes are. I had to do something similar with Cross Reference codes and thankfully another post exposed a list of constants for those. I am also curious about how these smaller, stored values are transformed into the displayed values. It feels like I’m missing or f

I am trying to add report to the Acumaca customer portal and having error as follows. Any help appreciated Server Error in '/AcumaticaERPPortal' Application.Error: You don't have enough rights on 'CR632072.rpx'.Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: PX.Data.PXException: Error: You don't have enough rights on 'CR632072.rpx'.Source Error:  Line 317: }Line 318:Line 319: var pars = PXReportRedirectParameters.UnwrapParameters(passed);Line 320: passed = PXReportRedirectParameters.UnwrapSet(passed);Line 321: Source File: C:\Program Files\Acumatica ERP\AcumaticaERPPortal\Frames\ReportLauncher.aspx.cs    Line: 319Stack Trace:  [PXException: Error: You don't have enough rights on 'CR632072.rpx'.] Pages_ReportLauncher.viewer_ReportLoaded(Object sender, EventArgs e) in C:\Program Files\Acumatica ERP\Acu

Would anyone know why a GI would not allow the ability to use a Sum function on a specific line for the Total Aggregate? Every other line has the ability to select a dropdown and choose a function - this is the only line which does not.   

We just started using the CRM functionality in Acumatica. We were previously on a much older, on premise CRM. I have a high level sales manager who wants a GI that would allow them to search both leads and contacts at the same time. I showed them the global search but they felt it returned too much data from all aspects of the system to be useful.What I would like is to create a GI that did a Union or something like it on the Contact and Lead tables that would allow a simple search by Display Name (Contact table) / Lead ID (Lead table). If anyone has any insight on how this might be accomplished or if there is some other approach that will allow for simultaneous searching of Leads and Contact I would greatly appreciate it.