Reports and Generic Inquires

I’ve been asked to provide a sidepanel on a few screens that will display the Remit To address of the vendor on the current screen.  That part is pretty easy and I’ve already provided that to the users.But the sidepanel is displaying the results of a GI (the Sidepanel technically points to a Dashboard that has a Data Table widget on it that displays the GI results).  The results are displayed horizontally, and since it’s displaying 5 fields, the results are kinda squished.  I’d love to display the results vertically, like:Addr 1: 123 Main StreetAddr 2: Box 17City:  AnytownState: PAPostal Code: 12345I’ve tried a pivot table but that’s not really what pivot tables are designed for.The only solution I can think of is developing a custom form screen and tying the sidepanel to that.  That kind of form screen is pretty simple...but I feel like I’m going down a rabbit hole for something that doesn’t justify that much work.

On the customer statement you see the invoices, and a total, and if a payment was applied the total is decreased, but the payment is not listed.  Is there a way to expose/show/display the payments that took place in the statement period? 

All, we have an email going out to a dead address -- the employee at the Vendor we’re sending a PO notification to has left the company months ago.“dead@address.com” isn’t listed in the vendor card anywhere.“dead@address.com” isn’t in Contacts.I can’t find “dead@address.com” anywhere in Acumatica.Firing up Report Designer is where I found the field =[RemitContact.EMail]Does anyone have an idea of where [RemitContact.EMail] is stored? 

I'm using a Master report to display two sub reports side by side.(see attached)I know I can use Excel-Manual mode to set the column width for each report, which works fine when applied to a single report. However, once I switch the master report's export mode from excel-auto to excel-manual, the two sub reports, which previously displayed correctly in Excel, become misaligned. Like belowrow 1 sub report1 c1, sub report1 c2row n............................................................... sub report2 c1, sub report2 c2It's as if sub report1 finishes printing completely before sub report2 starts printing on the next line.They display correctly, line by line, in PDF.If I switch back to excel auto, they display correctly in Excel on the same line, like this:row1 :sub report1 c1, sub report1 c2, sub report2 c1, sub report2 c2However, in auto mode, the columns are too wide, and the user doesn't want to manually adjust them every time. What should I do?

Hey, Gang - I’m trying to create a custom report for a client who wants to display all the lines associated with a selected task for any given Project Quote. Any assistance would be helpful here. In a perfect world, the task would be retrieved from whatever line is selected on the Estimation tab. For example, using the screenshot below, the report would display ONLY the two lines associated with task 040 since that’s the task of the selected line. This would be awesome, but right now I just need to get it to recognize the tasks used in a given Quote. However, I can’t seem to get the system to recognize the task list for the selected Quote. Here are the corresponding schema items  

HI, I have created a business event that I want to archive every BOM but the latest one. Can any one give insight as to what the trigger conditions should be? My GI work fine and so does the import scenario, the Business Event is not firing. I also do not want it to archive the newest BOM such as A.  

Hi, I am getting duplicates when printing a credit memo. What’s weird is it not happening to all credit memos and invoices. Only happens to some of them. I’ve attached the report file. Thanks for your help!  

Hey, gang - I’ve reviewed a number of posts related to this issue, but wanted to get the team’s thoughts on my specific case.  I’ve got a client who wants to see total INTran Issue Quantities over the past 12 months, by month, as well as On Hand, Available, and a few other metrics related to the individual Stock Items, all in a single GI they can manipulate by date.  We usually get the System was not able to get record count warning, and I’m wondering if the community has some insight that’s tailored to this GI.  I’ve attached it for reference, too.  FWIW Somtimes, if I remove the grouping and re-add it, or if I change the date parameters, the warning goes away. This GI is really two parts - the first is the month-to-month data from INTran, conditioned by financial period.  Here, I aliased the MasterFinPeriod DAC 12 separate times using the DateAdd formula to reflect the month via the Joins.  The DateAdd formula is using a parameter, so all the months can change based on the selected [

 Hi Everyone,I'm facing an issue with barcode scanning in Acumatica 2026 R1 and would appreciate any guidance.I have created a report that prints a Code128 barcode using the standard PictureBox barcode control.Current barcode settings:Source: Barcode Barcode Type: Code128 Value: =Trim([INLocation.LocationCD]) (also tested with LocationID) BarHeight: 1000 BarWidth: 10 WidthRatio: 3The barcode prints correctly and the human-readable text is displayed below it.However, when I try to scan the printed barcode using the Acumatica Mobile App, nothing happens—the app does not detect the barcode at all.To isolate the issue, I generated the same barcode using the TEC-IT online barcode generator with the same value (e.g., PACKING-AR), and the Acumatica Mobile App scans it successfully. This suggests the mobile app is working correctly and the issue is related to the barcode generated by the report.Has anyone experienced a similar issue?

I'm building a Project Margin Summary Report in Acumatica 2026 R1.I have a Generic Inquiry that returns project task detail with estimated/actual labor, cost, revenue, profit, and margin.The remaining requirement is to reproduce our legacy management summary with these rows:Total Project  Process  Shop  Controls  Controls Labor  Controls Material The challenge is that a single task intentionally contributes to multiple rollups. For example:Task 815 contributes to:  Total Project  Controls  Controls Labor  Can this type of overlapping rollup be implemented entirely within a Generic Inquiry, or would Blytheco recommend another supported approach (such as Report Designer, an SQL view, a DAC projection, or another reporting method)?Our goal is to stay within supported Acumatica functionality and minimize future maintenance.

Hi, I created 2 sales orders for the same customer and created 1 shipment and added those 2 SOs. Now, the shipment contains 2 different SO numbers (SO0001 and SO0002). It splits the items up between the 2 orders but fails to reference which items belongs to the SO.I’ve added a group called groupOrderNbr to show the SO number and customer order number above the detail section. However, I am a bit stuck on making it only visible if there are different SOs in 1 shipment.I can easily add a column to add the Customer Order No and SO number in the details section, but it looks ugly showing those information on each line item. Do you have any other suggestions or maybe adding the correct visible expression? I’ve attached the rpx. Feel free to modify and play around it.

Hello, I checked, on Account receivable preferences , customer classes , customer it self, all mailing setting on invoice is using AR641000When  I print the invoice on Print/Email AR documents, ScreenId=AR508000, it is fine.But when I try to email the invoice on this same screen, it is attached PDF generated from SO643000 instead.The reason I can tell the difference is I made a little trick, on SO643000  the price won’t show this customer,on AR64100 it will always show price.My need describes here:Print and Send Email in Different Invoice Formats (Price Hidden)? | CommunityMy rpx is attached, please help. I need to email in format of AR641000

I ran into a scenario today where an SO was created after I had created a PO.  When the SO was linked the PO, the SO it showed all of that particular line item was allocated to that SO even though the amount on the SO was less than the amount on the PO.  That in turn makes it look like that item is in need of ordering again when it is not.Is there a fix for this or a setting that we might not have thought of?

Hi,I’m trying to hide zero values in report through condition but there is a value difference when I run the report.Could you please me to hide values through visbile expression. I tried some condition but it is showing true or false.Please below image and RPX file  

Hi, In GST Pending Recognition report below, there is an Unrecognized Tax Total. This is a standard report in Acumatica.How do I get the 2 headers  (Taxable Amt and Tax Amt) total just like how Unrecognized Tax Total is? Based on the screenshot below, it totals per Tax ID (i.e., G1SALESINCGST).I’ve tried using formulas such as =Sum(Max([SVATConversionHistExt.TaxAmt])) but that doesn’t work. It gives me wrong totals. I’ve tried variables too - doesn’t work either.  

Please confirm - when using a Trigger by Schedule you can NOT select screen by shared filter as you can By Record Change ???   

In Report Designer or Generic Inquiries, we can specify which values to include or exclude. Is there a similar feature available in Report Definitions? For example, I'd like to include accounts 100 and 500 while excluding account 200. 

We have a weekly report of order cancellations/adjustments which we send out to customers. I have been able to set up a Generic Inquiry to identify the Customers who need notifying with a scheduled Business Event to send an Email Notification with a report attached to those customers. However, we have a customer that would like that report sent to multiple email addresses each week. I have set up the email template as a Mailing in the Account Receivable Preferences, added it to their Customer Class, and added the additional Recipients on the Mailing & Printing tab of that Customer record. Yet, when I generate the email via the business event, those additional recipients are not added to the email. Am I missing something in the setup, or is this functionality just not compatible with a custom GI/report like this? Is there a different way the Email Template has to be set up so it can have those additional recipients added, like a special placeholder or something? Testing Event Setup

 In December, I identified discrepancies in my historical inventory valuation report. I was able to isolate the specific transactions causing the issue; however, I require guidance on how to properly resolve it.The issue appears to have originated from the following sequence of events:A purchase order was created, and the items were subsequently received into inventory in November. Upon receipt, the Inventory account was debited and the Inventory Purchase Accrual account was credited. The customer was then billed in December, resulting in a debit to Accounts Receivable and a credit to Revenue. After billing, the inventory was allocated to the job, at which point Inventory was credited and Cost of Sales was debited.For this particular item, the historical inventory valuation report reflects a beginning cost, which is the correct value, followed by a sale amount that is double the beginning value, ultimately resulting in a negative inventory balance.  I don’t understand why the sale colu

Hi all,I know there is an existing discussion regarding adding @FinPeriodID as the default value for Period schema fields in Generic Inquiries:Add @FinPeriodID as Default Value for Period schema fields in Generic Inquiry | Community   However, I haven't been able to find the workaround that others have used. Would anyone be able to share some insight?My goal is to have the Generic Inquiry default to the current financial period, as it currently loads all periods by default, resulting in performance issues and, in some cases, errors. Thanks for your time.   

I am developing a GI where I need to change pricing of items on sales orders based on customer price classes. For example: If a customer has a customer price class of CUSTOMER, I need to reference the price of an item associated with COMPCUSTOMER. COMPCUSTOMER will never be a customer price class that we actually designated to a customer, but it’s more of a reference.  I’ve been trying to create a reference GI for my main GI to use but because you can’t use formula fields as relation link I’m a little stuck. 

I’m trying to update the Days Sales Outstanding to accurately reflect how our accounting team calculates DSO. I’m able to get monthly sales and current AR, however, I can’t get prior AR. For example, for March, 12th of 2026, I would want to pull open AR for March 12, 2025, December 12th 2025, and September 12th, 2025. Is there a way to pull that information into this table, and if so, how? 

I am looking for a solution to find a way to edit my generic inquiry to highlight the names or descriptions in Appointments screen.I have configured my GI; the last thing I am trying to do is to find a way to see the duplicate names in Yellow.The result is  Could you please advise me on a way to highlight duplicate names in yellow?I tried using formulas in the Style and Grouping Tab sections, but I couldn't find a way to highlight duplicate values.

We have a production report that has a default date established in its parameters (@YearStart, @WeekEnd-1, etc.)  After the upgrade to 25R2 and Modern UI, these parameters no longer return results. Some AI searching mentions that the way relative parameters are evaluated has changed with Modern UI, and using relative parameters like @YearStart returns a NULL.Wondering if anyone has figured out the work around for this in Modern UI?

Hey there! I notice that when I edit a generic inquiry that is a data source for another GI, depending on the number of edits/saves I need to do sometimes the final GI starts to malfunction. Are there “best practices” for when editing a generic inquiry that is a data source for another generic inquiry?