Reports and Generic Inquires

I am trying to figure out why the ‘Outstanding balance’ line is printing rather than =$InvcAmt00 and =$Balance00. this has not been altered since we adopted ACU so I am unsure why it is behaving strangely with a specific check. does anyone have some information on what it is looking at for that visibility expression line in the title?

Hello,Long story short, I have certain items that have zero quantity, but are still showing a cost both on our inventory reports, and the GL.  This is from the Historical Inventory Valuation report - in aggregate, it balances to the GL.  There aren’t any other issues with Warehouse/Branch/etc - it all relates to the costs not clearing properly.Here we can see where it starts.  We receive 7 of this particular item for $85.11, but when it’s sold, it’s relieved from inventory for $81.81, leaving the $3.30 with 0 qty.The next month we can see that $3.30 carries through. Looking at the Inventory Transaction Details, the purchase in August matches the Inventory report, but it shows an ending unit cost of $8.31, vs the $8.86 (53.16/6) unit cost on the reportThis is just a single example that’s easy to see on an item that goes to 0 and up again, but it’s pervasive across our inventory IDs.Certainly not impressed that our inventory reports aren’t reliable and the system is messing around with o

Hi, All I am trying to trigger event that is to send email when ever udf is updated with new value. The UDF is in the Customer screen as shown below. I have already created a business event and email notifications and I tried adding UDF with API but still no emails. Is this generic Inquiry Relation issue or something else?   

Is there a way to use the shortened month name in a GI? I’ve tried using =MONTHNAME([ARInvoice.DocDate]) which gives me the full month name. I’ve tried using =MONTHNAME(‘mmm’,[ARInvoice.DocDate]) and that gives me an error stating invalid token at position 12 (or whatever the number is). 

Hi everyone,I’m hoping this is a relatively simple question. I’m working on a Project GI and trying to set a condition that only includes projects with a booked sales amount greater than $1,000. We store the booked sales amount in a User Defined Field.The issue is that this field is a Text field, which causes problems when applying conditions. I’ve created a calculated field in the Results Grid that converts the text to a decimal (DEC) format, and I use this field for calculations and filtering in reports and dashboards.What I’m looking for is a way to handle this conversion at the Conditions level, so I don’t have to apply filters manually to every report and dashboard going forward.Thanks,Chris Lower

Hello all,I am attempting to utilize the Assign function in Report Designer to sort a series of variables.The basic concept is:=iif($Thing1<$Thing2,Assign( '$temp', $Thing1 ),'')=iif($Thing1<$Thing2,Assign( '$Thing1', $Thing2 ),'')=IIf($Thing1=$Thing2, Assign( '$Thing2', $temp ),'') While this works if Thing 1 is indeed less than Thing 2, as soon as Thing 1 is greater than Thing 2 it fails.I have been trying to trace the problem, and it seems that the Assign function is being triggered even if the first part of this IF statement is false. It is populating the $temp variable with a new number, when it should just do nothing.=iif($Thing1<$Thing2,Assign( '$temp', $Thing1 ),'')I have each section of the If statements above in a new group header, because I cannot utilize an assigned variable within the same section.I have double checked the values after each step to pinpoint the problem  I’ve tried placing something in the third section of the IF statement (just adding the word fai

Hi, I have a customize report, in which I am using two parameters one is order type and second is order number. In the second parameter field we want to show only those order which are approved currently system is fetching all the orders. attached screenshot for reference.    

As an exercise to learn Report Designer more, im trying to make a simple report from scratch. I’ve done some googling and reading here, but can’t seem to find the answer.The report is a BackOrder report i want to send to certain customers using Business Events. I have the GI Made and is working great. My report is coming along, Im running into a snag where its not showing all line items for the “Order Nbr.” but Im unsure howto get it to display correctly. My assumption is its the way I’ve formatted the expression editor for this value? My next problem is i can’t quite get the lines to group together cleanly, there is always a gap. Any help here would be greatly appreciated. 

Hello,I need to find the total number of calls performed by person by week in GI. I have added the following fields in grouping. Is Count the right function to be using?  

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?

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: 

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’. 

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

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?

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.   

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.

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!

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 

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.

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. 

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! 

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. 

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.   

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

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