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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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alleyahFreshman I

asked in Reports and Generic Inquires

How to set up a push notification for salespeople with they get a new lead assigned to them as the owner?

I am setting up push notifications for our salespeople who want to get notified when they have a new lead that is assigned to them as the “owner” of the lead How do I go about making the push notification and genric inquiry?

293

1 month ago

sagarb13

asked in Reports and Generic Inquires

Inconsistent Font displays in Report PDF Export

Hi Team,We made some changes to the customized report. The report displays correctly when previewed in Acumatica (see Screenshot 1); however, when exported to PDF, the bold font does not appear as expected (see Screenshot 2). Despite setting the same font size for the fields such as 'Services,' 'Bill To,' and 'Bank Details,' there is a noticeable difference in appearance. Specifically, 'Services' appears darker, while 'Bill To' and 'Bank Details' appear slightly lighter in the downloaded PDF.Could you please review this and suggest a solutionThank youScreenshot1: Screenshot2: Screenshot3:Screenshot4:

912

1 month ago

wmatthews1877Varsity I

asked in Reports and Generic Inquires

Using an IIF to change a value

We have a GI called AR-Daily Sales History. We would like to, by using an IIF in the following manner. =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF([ARInvoice.OrigDocAmt] < 0.00, 'CRM'))) If the RefNbr starts with an INV then its a US invoice, if INT then International. That part is covered. The issue starts when we get to the Credits. There are some credits that the RefNbr starts with an INV which makes it US but then the DocType is a Credit Memo but because of the INV it still comes across as US. Using the last line in its present form, I get an error message: “Index was outside the bounds of the array”. I’ve also attempted this coding: =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF(LEFT([ARInvoice.RefNbr],2) = 'CM', 'CRM',IIF(LEFT([ARInvoice.RefNbr],3) = 'INV' AND LEFT([ARInvoice.DocType],5) = 'Credit', 'CRM', 'CRM')))) which still comes up as ‘US’.

383

1 month ago

ac3jordan

posted in Reports and Generic Inquires

What are the most common issues you've encountered with tabular reports or tabular subreports?

This one is pretty open ended, so please feel free to share. No issue is too small.

271

1 month ago

kkrausFreshman I

asked in Reports and Generic Inquires

Can you use a subreport that is completely unrelated to a main report?

We are trying to make a weekly report containing multiple unrelated data. Currently, we want to bring in cases as a subreport to a inventory report. Is this even possible? It seems like subreports need to connect via a related table. Is it possible to bring in a subreport completely unrelated to the main file?

12915

1 month ago

asullivanNAWFreshman I

asked in Reports and Generic Inquires

Process Order 'WhilePrint' on Detail Section in Report Designer

I have been asked to produce a form that prints the total of a collection variable on page 1 of the form, page 1 of the form will print detail lines 1 - 10, then text boxes for collection variable total, form verbiage and signature boxes. Page 2, 3 … will print detail lines of the SOShipLine with the collection variable calculated with each line. I thought this could be accomplished with the WhileRead on the collection variable and WhilePrint on the detail sections. I have placed a visibility expression on the detail section to print the required text boxes at bottom of page one, but this section prints for every detail line. It appears the visibility expression isn’t working. I haven’t been successful finding online documentation that guides the usage of ProcessOrder WhilePrint for detail sections.

982

1 month ago

wmatthews1877Varsity I

asked in Reports and Generic Inquires

Joining two different GI's together

We have two different GI’s, one called AR-OE Export which is legacy data from an old ERP, and the other one called Ar-Invoice History. Both of the GI’s have been set up the same way as far as naming the fields are concerned. What we would like to do is combine both GI’s to form one dataset and have parameters to choose year and month and turn the results into a pivot table. We’ve looked at the WYATT.ERP method and it doesn’t seem feasible in our case to pursue that line of thinking.

1467

1 month ago

annaxborisovaFreshman II

asked in Reports and Generic Inquires

GI with all Customers with Mailing Setting = STATEMENT

We want to list all customers with Mailing ID “STATEMENT” and associated report ID. However, the GI only shows about 35% of the customers.How can we ensure it includes ALL our customers with the “STATEMENT” mailing setting?Here is a screenshot of my current GI setup.Thanks for your help!

352

1 month ago

nasirh85Freshman II

asked in Reports and Generic Inquires

Backlog Report - Formula is not working

Scenario:I have created a report based on Backlog report - Named as Backlog report by subaccount.For one customer or subaccount data is not showing in the report.But it should show in the report because the report is capable to display the december record as well.For ex:- I have created a SO with commit date 31st december it is not showing the Backlog report by subaccount.But when i change the SO commit date as 30th december it is getting reflected but with other amount it should display proper data. Screenshots:When the Commit date change to 30th DecemberIt is showing some other data when select commit date as 30th December instead of that it should display 525,000Inside this column the formula added but it is not working

261

1 month ago

nathantrauschtSemi-Pro II

asked in Reports and Generic Inquires

Parameter Lookup OperationCD - GetFieldSchema

Added Production Order Operation CD as a parameter/filter for AM625010 to print on necessary operation materials and barcodes. It works, but I am struggling to make the Operation CD a lookup so the user does not need to reference production details to find the right Operation CD. I have tried =Report.GetFieldSchema('AMProdOper.OperationCD,ProdOrdID') but that did not work. I’m not familiar with how the GetFieldSchema works, but I assumed it had to do with the parent table. Any help is appreciated rpx zip file attached.

774

1 month ago

oshadhat83Freshman I

asked in Reports and Generic Inquires

Shipment "Print Label" doesn't do anything

Currently I’m facing issue in “Print Labels”. Please refer the image below:When I click on the “Print Label” button. It gives me a message “The operation has completed” ,but I can see this is getting printed. I mean not even in print jobs either. I think I’m missing something here.Can anyone help me here?Thank you.

756

1 month ago

HarrySemi-Pro II

asked in Reports and Generic Inquires

Error: Multi part identifier could not be bound

Hello all,I have been working on a GI where I am referencing a sub-GI. But whenever I apply any filter it throws me the following error: How to resolve this?

1326

1 month ago

jdunmireFreshman II

asked in Reports and Generic Inquires

Sorting AR Aging / AR Aged Period-Sensitive Report by Customer Name

Hi everyone! My AR Aging and AR Aged Period Sensitive reports do not sort in alphabetical order by customer name but rather by the Customer ID in chronological order and it drives our accounting team crazy. We have a bunch of customer names that are everywhere on the report instead of them being laid out in a concise manner. Tried to reach out and have this fixed but I am having no luck. Can someone advise on this please? Thank you!

473

1 month ago

swartzfegerFreshman II

asked in Reports and Generic Inquires

date range parameter not displaying values

Hi all,I crafted a comparative sales report to show sales for a period of [@MonthStart] to [@Today] for a 5-year span, ie, with today being September 9, the report would show:Range A: 09/01/2020 - 09/09/2020Range B: 09/01/2021 - 09/09/2021Range C: 09/01/2022 - 09/09/2022Range D: 09/01/2023 - 09/09/2023Range E: 09/01/2024 - 09/09/2024(note: these are the default date ranges I’ve set, as that’s what our sales team wants, but the user can input any 5 date ranges they want)The report shows sales for Ranges A, B, C, D just fine, but unfortunately Range E always shows $0.So to get all 5 periods, you have to run 2020-2023 in the first report run, then plug 2024 period into a separate report run.Can someone look at the .rps/.rpx to eyeball this? It’s driving me crazy and I think I’ve missed something simple like an open or close (), but I’ve double checked the parameters and filters and everything looks ok.Thanks!

526

1 month ago

wmatthews1877Varsity I

asked in Reports and Generic Inquires

Using an IIF or Switch to change the value of a field based on the value of another field

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this is =IIF(LEFT([ARInvoice.DocType], 6) = 'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token.

425

1 month ago

kemeryFreshman I

asked in Reports and Generic Inquires

Supplier Payment Instructions on Report

Hi all, I am wanting to add suppliers bank details onto the remittance from but am unable to extract the data from the grid. I have added the PaymentMethodDetail table to the report but it doesn’t report on the actual information in the grid and just gives me either the headers or other values.

271

1 month ago

raphrfSemi-Pro III

asked in Reports and Generic Inquires

Chart in dashboard

I have a need that I think is quite simple but I can't figure out how to do it.I want to have a line chart that shows the total count of open cases(CR3060PL) over a period (eg: the last 30 days).So X = dates and Y = total count of open case at the given dateI want to be able to see if there is a trend.Can someone show me how to do it?Thanks

546

1 month ago

AfiqAdnanFreshman I

asked in Reports and Generic Inquires

Diplaying Information Report Configured via Report Writer in Generic Inquiry

How to create Generic Inquiry to display information from report generated using Report Writer?

304

1 month ago

tmjsmithFreshman I

asked in Reports and Generic Inquires

Formula to work out daily margin in general inquiry

I am trying to build a GI that has an actual percentage margin (Sales-Costs/Sales), instead of an average. This report needs to be aggregated by day (to show the actual margin on a dashboard that is updated every time the page is refreshed)What the query does is if the AR transaction is not released, it will pull in the costs from the SO table to work out the margin.The GI currently looks at the ARTran and SOLine tables I can easily get the net sales and the costs , and can work out a margin based on actual costs from the ARtran table, however I cannot seem to get this to work with unreleased AR transactions that need to pull in costs from the SO table. Any ideas?I have tried this formula =(IIF([ARTran.TranAmt] > abs([ARTran.Cost]), ([ARTran.TranAmt]) * IIf( [ARTran.DrCr]='D', -1, 1 ) - (IIf( [ARInvoice.Released]=True, [ARTran.Cost], IIf( [ARTran.DrCr]='D', -1, 1 )*[SOLine.ExtCost])),(([ARTran.TranAmt]) * IIf( [ARTran.DrCr]='D', -1, 1 ) - (IIf( [ARInvoice.Released]=True, [ARTran.C

422

1 month ago

hrossommeFreshman I

asked in Reports and Generic Inquires

Sales Order Details by Customer: "Exception has been thrown by the target of an invocation"

When running the Sales Order Details by Customer report, we receive the following error:Does anyone have any ideas on what the problem may be and how we can fix it? Thank you!

573

1 month ago

kkrausFreshman I

asked in Reports and Generic Inquires

Filtering by dates within an equation in Report Designer

I’m trying to create a report designer that contains data for specific measurements from multiple different periods, (such as monthly, quarterly and annually.) Is there a way to filter for these time periods within a equation since the overall worksheet seems to be going off of one time period?

261

1 month ago

wfilipiak67Captain II

asked in Reports and Generic Inquires

Sorting by a Date Attribute in Report Designer

Hi, We created an attribute as a DateTime control type. This is attached as a user defined field to the PO Receipt. I am trying to print a report that is sorted by Item & then by the PO Receipt attribute. This is not working. If I sort by the PO Receipt Date, the sort does work. I saw an AUG forum post about using the CSAnswers table.but the data is not in that table. Is there a different table we should be linking to? Can a DateTime attribute be used to do the sorting?

8311

1 month ago

wmatthews1877Varsity I

asked in Reports and Generic Inquires

Listing the sales amount in different columns based on either U.S. or INT sales

We would like to be able to have two additional columns in a Daily Sales GI. This GI will eventually become a pivot table. One column will have the sales in the US column if the ARInvoice RefNbr starts with an INV, the other will be an INT if the RefNbr starts with INT. My initial thinking for the formula is:=IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', ([ARInvoice.OrigDocAmt] - [ARInvoice.FreightTot] - [ARInvoice.TaxTotal])) for the U.S. and =IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', ([ARInvoice.OrigDocAmt] - [ARInvoice.FreightTot] - [ARInvoice.TaxTotal])). Both of these formulas would be in their own columns which I have as U.S. in one caption, and INT in the other caption.Date U.S. INT Total09/01/24 $12,345.00 $460.00 $12,805.00etc.The pivot portion shouldn’t be that difficult, just the part separating the U.S. from the INT.

152

1 month ago

pkohler91Freshman II

asked in Reports and Generic Inquires

How to pass a dashboard parameter to a generic inquiry parameter

I would like to pass the value in a dashboard parameter to a generic Inquiry parameter using the Link Widget.Can this be done? If so, what is the proper syntax?I have tried the following:GIParameter = DashboardParameter results in the GI parameter populated with the string DashboardParameter not the value of the DashboardParameter.GIParameter = [DashboardParameter] results in the GI parameter populated with the string [DashboardParameter] not the value of the DashboardParameter.GIParameter = @DashboardParameter results in the GI parameter populated with the string @DashboardParameter not the value of the DashboardParameter.

5886

1 month ago

RHarrisonFreshman I

asked in Reports and Generic Inquires

Date formats for periodID fields

I’m working on a report based entirely off of PMTRAN (with PMCOSTCODE linked in to give me access to CostCodeCD). I’m starting with parameters for project, startperiod & endperiod. I’m then trying to filter so that I only select records from PMTRANS where PMTRAN.ProjectID = @project and where PMTRAN.FINPERIODID is between @startperiod and @endperiod.I can’t seem to get my date parameters into a format that is consistent with PMTRAN.FINERIODID. I’ve triedcreating the parameters as ‘string’, ‘date’, and ‘integers’. creating a variable based on the parameters to put them in yyyymm format. creating variables to put all of the dates into yyyymm format.nothing seems to work.This is how I’m defining the parametersview name=Report.GetFieldSchema('OrganizationBranchReportParameters.FinPeriodID')default value=Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')But I’ve also triedview name=Report.GetFieldSchema('PMTran.FinPeriodID')default value=Report.GetDefExt('Organization

393

1 month ago

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