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Reports and Generic Inquires

Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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coleenmcnally22Jr Varsity II

asked in Reports and Generic Inquires

Adding Vendor Class ID to AP Register Report (AP621500) as parameter

Hi!I am trying to add the Vendor Class ID as a parameter on the AP Register Report - AP621500, the Vendor Table is not on the report. I am not sure what relationships I need to create when I add the vendor table. Any help would be appreciated. Thanks,Coleen

1 year ago

donnadeskins55Varsity I

asked in Reports and Generic Inquires

Limit parameter list on a Generic Inquity

Hello,I have a generic inquiry of SO Shipment Lines and I’ve added a condition that limits the Inventory Ids to only those that start with “GENPSY”.I’ve also added a parameter for the Inventory Id to allow users to select a specific item.My issue is that I would like for the lookup for the parameter to also only show items that start with “GENPSY”, so that users don’t have to look through the entire stock item list.Is it possible to filter a parameter? This is my parameter: These are my conditions: On the results screen, I would like for the parameter lookup to only show items that start with “GENPSY”:

1 year ago

jessicaASAVarsity I

asked in Reports and Generic Inquires

AR Balance by GL Report - errors in GL reporting

Our system use two GL accounts for incoming payments: 120-Accounts Receivable and 260-Customer Deposits. When I run the AR Balance by GL Account report, some prepayments are reported under the 260 account even though they have posted to our ledger under 120. That means the report doesn’t match our trial balance. Has anyone else experienced this? Is there a cause and is there a correction? Thank you.An example follows.The AR Balance by GL Account report, showing the prepayment listed under GL 260: The AR Register for the highlighted transaction, showing the transaction posted to GL 120:

1 year ago

dilysJr Varsity II

asked in Reports and Generic Inquires

How to show receiptNbr and transferNbr in one generic inquiry?

Hi there,My purpose is know in the end of period how many good in transit I have so I have already created a new GI to show quantity in transit but the system does not understand which transfer has received but only understands which receipt has the transfer.Example here I dont want to show transferNbr 1037 which have receipt. Pls advice me if you have any idea.Thanks in advanced.

1 year ago

mna10Jr Varsity III

asked in Reports and Generic Inquires

adding SO to account details screen

Hi,Would anyone be able to give some guidance on if it’s possible to add the SO # to the account details screen. I noticed there is an account details GI (see screenshot). I know if you click the reference # for the IN module, it brings you to the Issues screen where you can see the SO number. I can’t figure out how to link those two tables (if that is even possible).Any guidance would be greatly appreciated.

1 year ago

fdomingo

asked in Reports and Generic Inquires

debit and credit is not match

how can I match debit and Credit in APV thanks a lot.

1 year ago

paula012Semi-Pro II

asked in Reports and Generic Inquires

Parameter does not show

Hello community,Does anybody know why all parameters would not show? Visible option is ticked.Thanks!

1 year ago

jwarrenVarsity II

asked in Reports and Generic Inquires

SOShipLine.TranDesc - Field not showing accurate value on Pick List (Report Designer)

On certain items we ship out and include on a Pick List, our teams will modify the description on the Shipments screen.We want this modified description to appear on the Pick List. I am bringing in the SOShipLine.TranDesc but it still shows the InventoryItem.Descr instead? In example below, we have modified the description on the Shipment screen (image A). We then Print Pick List, however the description shown remains the original description associated with the inventory item (image B) - not the description per inventory item on the Shipment. I have modified the Pick List in Report Designer so it displays SOShipLine.TranDesc (image C) - but it still doesn’t show the correct description. Image A Image B Image C

1 year ago

swartzfegerFreshman II

asked in Reports and Generic Inquires

Modifying report date range parameters

All, I have a report where we are reporting on a four year range. So something like this: Date A from: → Date A to:Date B from: → Date B to:Date C from: → Date C to:Date D from: → Date D to: I need to have the 3 previous years/parameters setup like “@Today-1Y” “@Today-2Y” etc.In Report Designer, I’m unsure how to modify the expression to display the previous 3 years in the dropdown menus. Here are the screenshots from Build Schema:

1 year ago

jwarrenVarsity II

asked in Reports and Generic Inquires

Is there a way to use only business days when calculating a field in GI?

In our production process, we have the following dates (simplified view):Production Start Date: Feb. 3 Build Date: Feb. 10 Production End Date: Feb.20 The build date is always 5 business days after production start date. I’m trying to build a GI that will list out these dates but I don’t seem able to create a formula that does AmProdItem.StartDate + 5 Working Days. I can do AmProdItem.StarDate + 5,but it will include weekends. Is there anyway to do this but exclude weekends? Or anyway to incorporate one of the work calendars into this calculation?

1 year ago

xkylewrightxSemi-Pro I

asked in Reports and Generic Inquires

Customer Statement default report not sorting properly

Hello,Ever since the new year (2023) has started, the default Customer Statement report (AR641500) is not sorting the results properly. There is an issue where it is not understanding where to put documents with a DocDate of 2023. Here is a screenshot of the report schema (default), and an example of the bad sorting:

1 year ago

Pinny

asked in Reports and Generic Inquires

Item Class Attributes

Hi! I have 20 item classes to classify my different types of items, to each item class I have 1-3 attributes which are different factors and values for each class according to the item type, the attributes values are only appropriate to the item class they’re assigned to but not to the others.when creating a GI for all my items and I need to add my attributes to each item, it prompts me to add a separate column for each attribute, which gets me to a total of 20 columns, while each column is only relevant to its unique assigned item class but for all other items it’ll just be empty, the same thing happens when trying to add a parameter on top to be able to filter on the attribute values it prompts me to create a unique filter for each column with his own values.I’m wondering is there is a better way of doing this, for example if I can have one column to show different attributes on each line according to that specific item, so I can minimize my GI with just adding 3 columns for attribut

1 year ago

khowe86Freshman I

asked in Reports and Generic Inquires

Approval Widget

Hi guys!I tried to add an approval widget - both for AP invoices and Expense Claims. But, no data is showing up in the table (screen shot of emptiness below). lol. Do any of you know how to get this to work? I just want something simple to know who has what to approve. Thanks!!Best,Kay Howe@tgillum29

1 year ago

tgillum29Freshman I

asked in Reports and Generic Inquires

Add Tax ID to Bills & Adjustments Generic Inquiry

Hello everyone,I would like to add the Vendor tax registration ID to the Bills and Adjustments generic inquiry. I’ve attempted to do this by adding PX.Objects.CR.Location to the tables and adding the location object and TaxRegistrationID to the data field in the results grid. When viewing the inquiry, the tax ID is there, however, it creates many lines of the same invoices. Any ideas on how to clean up this report customization? Thank you!@tgillum29 & @khowe86

1 year ago

paula012Semi-Pro II

asked in Reports and Generic Inquires

Create dashboard

Hi all,I want to make a dashboard that displays the top 10 customers. What Inquiry should I use? Thanks!

1 year ago

garcimig09Freshman I

asked in Reports and Generic Inquires

How can I add Attributes and the Item specific location to Production Order Ticket print form with report designer?

his is my first time using the report designer tool and I want to know how to set up my pick ticket.

1 year ago

Ana

asked in Reports and Generic Inquires

Automatic Printing of Shipment Confirmation

Is there a way to have the shipment confirmation print automatically after confirm shipment has been clicked? Shipment is confirmed through mobile app and I want shipment confirmation to print as soon as that has been done.

1 year ago

nathantrauschtSemi-Pro II

asked in Reports and Generic Inquires

Add Attribute(s) to SOLine

I am attempting to add InventoryItem attribute(s) to SOLineThe report I am editing is SO641010.rpx I have added the table InventoryItem with the following join:SOLine - Left - InventoryItemSOLine.InventoryID - Equal - InventoryItem.InventoryIDI think this is correct, but have not been able to test it yet. I would like to add the attribute to SOLine, but do not understand the syntax.=IIf([SOLine.InventoryID]<>Null, Format( '{0}: {1}', [SOLine.InventoryID],[SOLine.TranDesc]),[SOLine.TranDesc]) How can I properly add attribute(s) with a line break {br} to this syntax?I found the attribute ID after adding the table and making the relations [InventoryItem.BRAND_Attributes], but not sure how to correctly add it to: =IIf([SOLine.InventoryID]<>Null, Format( '{0}: {1}', [SOLine.InventoryID],[SOLine.TranDesc]),[SOLine.TranDesc]) Thank you for your help

1 year ago

tahirsiddiqui190Freshman I

asked in Reports and Generic Inquires

Report Designer - Parameter not working

Dear fellows am new in Acumatica Report designerthere is report Purchase receipt with bardcodei will add 2 more paramete 1 - i want that user select 2 ya more receipt manually2 - i want date ranagei will add date range paramter but it not work any one help me screen shortswhen i enter receipt # its work but when i jxt enter date range its not showing datareceipt parameter data range filter

1 year ago

aaghaeiCaptain II

asked in Reports and Generic Inquires

Using Parameter in GI Grouping

Hello everyone, Has anyone tried to use a Parameter in GI Grouping? I want to do something very simple. Using a Boolean Parameter I would like to add a grouping. To do so:I have created a <checkbox> parameter called “GroupByTask” allowing users to check/uncheck on GI as a parameter. I have added a grouping as “=IIf([GroupByTask]=True, [PMTask.TaskCD], '')”, In the result grid I have the exact formula as a column.When I run the inquiry I get an error saying “Must declare the scalar variable "@P0".” When I trace the query in SQL Profiler I see Acumatica generates a query that in Group By section has “CASE WHEN @P0 = 1 THEN [PMTask].[TaskCD] ELSE '' END” but the platform doesn’t declare any parameter and pass to the query for it. Any idea how I can make this work?@Gabriel MichaudNot sure if is going to be of any use but below I have copied the query that platform generates.SELECT SUM( [InnerQuery].[PMCostProjectionLine_usrHCLBudgetOriginalQty]) AS [PMCostProjectionLine_usrHCLBudgetO

11 months ago

mna10Jr Varsity III

posted in Reports and Generic Inquires

showing AR credits and AP debits as negative numbers in GI by default.

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future?

1 year ago

garcimig09Freshman I

asked in Reports and Generic Inquires

How can I add Attributes and Item locations to Production Order Tickets?

This is my first time using the report designer tool and I want to know how to set up my pick ticket.

1 year ago

GideonMFreshman I

asked in Reports and Generic Inquires

Trying to sort by grouping Customer Locations

I’m currently trying to set up a generic inquiry which lists me all shipments for which a confirmation or pick list haven’t been printed yet.The hard part is that I want to keep all customer locations grouped together, while sorting by the weight of the shipment.That means that the two shipments at the end of the inquiry are supposed to be right after the first shipment with the location description “100”.In general all shipments of a location are supposed to stay “together”, but the location with the highest weight should be the top of the list. Is there any way to do this in a list like that? I attached my xml as a reference.

1 year ago

rebeckamckinney53Freshman II

asked in Reports and Generic Inquires

Add user-defined fields or bank information per branch

Is there any way that we could create user-defined fields for a branch or somewhere we can add bank information per branch? We are wanting to pull bank information for each brank onto the ar invoices.

1 year ago

TharidhiPVarsity III

asked in Reports and Generic Inquires

Extract Opening Inventory for Date Range in Customized Report

Hi, we are customizing the AR674000.rpx report and in this report we need to display opening inventory and close inventory for the given date range. How can we achieve this, we are currently trying to get this value from this form given below (field values are: Beginning Qty. and Ending Qty.)

1 year ago

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