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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,542 Topics
  • 10,200 Replies
2542 Topics
M
MDexter
asked in Reports and Generic Inquires
Tasks Dashboard Widget

Has anyone created a dashboard widget that displays the number of current open tasks for the dashboard owner? I’m picturing a tile that displays the # of open tasks the dashboard owner has that changes color based on current, due or past due (or based on the # of days past due if that is easier) that you can click to drill down to the actual tasks. I’m new to Dashboards and am not sure where to start! 

1721
kevinpopeck
Jr Varsity II
I
Freshman I
ifelixFreshman I
asked in Reports and Generic Inquires
Space between the rows in generated excel

When i generate my report as excel i get these spaces between rows. How can i fix this. In some sections of the report there isn’t any space. but in the last section of the report i get these spaces.  Here are the joins used. Date of payment and bank belongs to subreport 4 and the other details belongs to subreport 2sub report 4sub report 4sub report 2sub report 2 

664
Chris Hackett
Community Manager
kevinpopeck
Jr Varsity II
kevinpopeckJr Varsity II
asked in Reports and Generic Inquires
Issue sorting by month number in a simple YTD dashboard chart

I’m trying to create a simple Year-to-date chart on a dashboard to compare 2 different series of data and am experiencing an issue when sorting on month number.I would like the data to display in correct month order (i.e. 1,2,3,4,5,6…) and instead it seems to be sorting differently (i.e. 1,10,11,12,2,3,4,5...). I’ve tried multiple Sort By options on the chart settings and nothing seems to change. Is the sorting issue because I don’t have a full year’s worth of data in both series? Are my sort settings wrong? Am I representing the month number in the GI the correct way? Any help would be appreciated. Thanks!GI DatafieldGI DataChart SettingsResults 

1412
kevinpopeck
Jr Varsity II
J
Freshman II
jorgep17Freshman II
asked in Reports and Generic Inquires
We show duplicate Vendors in the Vendors' Generic Inquiry

Hello Community,I was hoping you can shed some light on this issue…We show duplicate Vendors in the Vendors' Generic Inquiry.    This is how the table relationship is set, I believe is probably incorrect because of this.   Please help me set the relationship correctly. Thank you

11412
J
Freshman II
K
Jr Varsity III
kanupindiJr Varsity III
asked in Reports and Generic Inquires
How to add multi select functionality on report designer

We have a custom report that will display list of stock items with their age and the customer that is associated to those items. However, one stock item can have multiple customers linked and this is causing the items to not appear on the list.Is it possible to add multi select functionality on the report designer? I am also attaching the report file below. thank you for the help in advance!

3519
lauraj46
Captain II
K
Jr Varsity III
kanupindiJr Varsity III
asked in Reports and Generic Inquires
Recipient on "To" list on a Email Notification not receiving emails

We have a business event that notifies the salesperson every time they are added as a salesperson to a customer. This business event is sending an email notification to the salesperson with the customer that has been assigned to them. The salesperson is currently on the “To” list on the email template, however, they are not receiving the email. Below is an email that was processed: The person on copy is only receiving emails. We are using Users table to pull the salesperson’s email addressNot sure what is causing this to appear blank. I have attached the xml file of the GI, BE to this thread. Please advise, what am I missing here. Appreciate your help in advance. thank you.

21513
Chris Hackett
Community Manager
arlinewelty93
Jr Varsity III
arlinewelty93Jr Varsity III
asked in Reports and Generic Inquires
Find the generic inquiry behind the 'Account Summary' Screen

Hello all,Just curious how we could find the generic inquiry behind any screen. For example, the 'Account Summary' Screen: ScreenId=GL401000.I ask, because the mission is to create a dashboard tile showing the ending balance for a certain GL Account where the record period = the current period.I’d like to understand where I can copy/edit/manipulate the data I see on the Account Summary screen. I tried:Navigating to the screen Customization button (looking for ‘Edit Generic Inquiry’)But ‘Edit Generic Inquiry’ is not an option.What is an efficient way to get the info in the grid below, assuming I can create the parameters for Ledger & Period?Thank you for any input. 

17868
Gabriel Michaud
Captain II
J
Varsity I
justen0351Varsity I
asked in Reports and Generic Inquires
Reference custom field with formula in GI condition

Is it possible to reference a custom field derived from a formula in the conditions of a Generic Inquiry? i have the below formula that will tell me if a sales order is within our capacity or if the order is more than we can handle. How do i reference this in conditions so that the generic inquiry will only show me ones that are over capacity. i can do it with a filter, but i dont know how to have the filter show up when i put the GI on the side bar. We want the GI in the side bar to be empty unless it says “OverCapacity” in the field circled in red when looking at sales orders.=Switch([EAU.Value]=Null, Null,DateDiff( 'W',[SOOrder.CreatedDateTime],[SOLine.ShipDate])=0,'Due Date is equal to the Creation Date',([SOLine.OrderQty])/DateDiff( 'W',[SOOrder.CreatedDateTime],[SOLine.ShipDate])>([EAU.Value]/50),'OverCapacity', 'Good')

3519
J
Varsity I
H
Varsity I
harshita53Varsity I
asked in Reports and Generic Inquires
Printing record numbers on the basis of splitting condition in a report

Hello Community,i have been trying to get the results on the basis of the following scenario:I have an SO with Item 1A, Item 2A, Item 3A,  Item 4A (all of these of 200 in qty each) under Item Class A and Item 1B, Item 2B, Item 3B, Item 4B (all of these of 40 qty each) under Item Class B.I have the requirement to print 1 label per every 200 qty for the items of class A & print 1 label for every 20 qty of items of class B.So the label shall display as: 1 of 4, 2 of 4,...4 of 4 for Items under Class A and 1 of 8, 2 of 8,...8 of 8 for items of class B.I have been able to display by putting the below conditions in the report designer:  And have put up the grouping condition for Item Class.But not able to display the requirement as highlighted in the below screenshot:  How can I put up the condition to display the above requirement

504
Chris Hackett
Community Manager
W
Varsity III
wmatthews1877Varsity III
asked in Reports and Generic Inquires
Bulk flagging of Generic Inquiry for Odata

Is there a faster way to flag needed Generic Inquiries for Odata rather than going through each and every one by one and flagging the ones desired?

291
miguel80
Semi-Pro III
M
Varsity I
mcraig95Varsity I
asked in Reports and Generic Inquires
When you log onto a tenant with two localizations. English/Chinese. Once logged in how do you determine which language is active?

I am working on a report, and this customer has two language localizations. Chinese/English. Once the user has selected the localization, and logged in.  I am looking for a field/variable that will tell me what language the user is currently using and conditionally display some information. I am using the customer.localname and vendor.localname.  But want to know what language, the forms are currently being displayed in, so I can conditionally, replace some data in some fields. In this example, there is no default language selected, or alternate language.This means that the optional language specific fields like descriptions are not in play.   

520
M
Varsity I
R
rockocwmii
asked in Reports and Generic Inquires
Exportable Vendor Forecas

Does anyone have a custom gui or report devloped to provide something similiar to:  

170
R
L
Freshman II
lewisadFreshman II
asked in Reports and Generic Inquires
Displaying a field from the profitability tab on the service order list screen

I would like to display the Profit Magin % on the page that list all the service orders. I tried adding the FS.FSProfitability table and pulling the field to appear on the results grid in the Service Order GI. Since these fields are listed as “not in the database”, I get an error. Can anyone provide some guidance?

593
R
Freshman II
J
Freshman I
jennifer39Freshman I
asked in Reports and Generic Inquires
GI for Self Service Portal

Hello,I have created a GI which I mapped in Portal, now how can I restrict that only Portal customer see their data ? Now it is visible for all. Please advise.Thank youJennifer 

3977
szur
Freshman I
N
Varsity I
NovstatVarsity I
asked in Reports and Generic Inquires
How to Hide Canceled Purchase Order Lines on the Printed Report Form?

Hi everyone. I would like to know how to hide the canceled PO lines on the printed report form. Thank you.

14611
Robert Sternberg
Captain II
C
Freshman I
claudiomartin58Freshman I
asked in Reports and Generic Inquires
Reports Reference

Hello Everyone and Happy New Year!A client of us, just found this Reference Report guide from 2018 😔Is there anything like it available now for 23R1 or R2? https://s3.amazonaws.com/acumatica-builds/builds/2018R1/PDF/AcumaticaERP_Reports.pdfThank you,Claudio 

705
C
Freshman I
B
Freshman I
BORUCHFreshman I
asked in Reports and Generic Inquires
minimum pricing

hiquestion  is there a way in acumatica to set minmum  pricing (or even max pricing ) per unit of measure meaning you cannot go lower then the speicfied minimum price fo that particular unit of measure just to be clear the min max price im asking is not a price that would be given to any customer automaticly it would just be an option that if the salesperson wants to give a special price they would be limited till the min price 

1251
Robert Sternberg
Captain II
B
Freshman I
brandonmFreshman I
asked in Reports and Generic Inquires
Sales Tax Troubleshooting: 1099 Year Details (AP654500) report

Hello,My company and I are having trouble pulling in the sales tax at the document level for the 1099 Year Details (AP654500) report in the Payables Module. Would anyone have any ideas how to pull not only the bill detail amount, but the bill total including tax total. We have tried enabling the pay by line feature on the vendor and vendor class, but that didn’t solve our issue. Thank you, and I would appreciate any insight into this!Example: 

511
Laura02
Captain II
dsimmerly
Pro I
dsimmerlyPro I
asked in Reports and Generic Inquires
Sales Analysis with millions of records

How do you handle Sales Analysis when there are millions of records to query?Can you build summary data in the Acumatica database on a weekly basis ?Or are there Data Warehouse options for Acumatica ? 

190
dsimmerly
Pro I
C
Varsity I
charithalakshan49Varsity I
asked in Reports and Generic Inquires
Custom Weeks Can not be Generated For New Year

Hi All, I was trying to generate Custom Weeks for 2024 Year using the Time and Expenses Preferences Screen.  But when I save the above records, the below error is occurring. After investigating the issue, I found that there are already few records containing weekIDs of 2024 in the database(EPCustomWeek table) for previous year as below.   I suspect that this should be the reason for above mentioned error message. Any idea on this? How can I solve this issue? Thanks

2975
C
Varsity I
H
Semi-Pro II
HarrySemi-Pro II
asked in Reports and Generic Inquires
Custom report Conditions not getting applied

Hello All,I have a condition where I have been looking to customize a report related to production order.The scenario is there is an stock termed as “Item FG” which is required to be produced. The materials required to produce this are “Item A1”, “item A2” & “Item A3” and so on.Item FG has 2 attributes namely:Target Weight that has an integer value mentioned as 5 andDesired Mass per Run has an integer value mentioned as 12500 Similarly,Item A1, A2 & A3 have attributes namely:Additional Run that has an integer value mentioned as 1 (for Item A1), null (for Item A2), 3 (Item A3) respectively. Now I would like to customize a report where I would like to calculate & display one of the value under Item A1 as:if Additional Run of Item A1 is not null then it should calculate the formula as:(Quantity of A1/Production qty of Item FG to produce/value of Desired Mass per Run attribute of Item FG/value of Target Weight attribute of Item FG)*Additional Run attribute of raw material Item

200
H
Semi-Pro II
J
Freshman II
jorgep17Freshman II
asked in Reports and Generic Inquires
These sales reports do not match...please help.

Hello guys,We are running these 2 reports, and they don’t match by cost, sales, or margins for the same periods.          1-  WHS Cost Sales Summary by Customer          2-  Sales by Product Class Is there anyone that can assist?  

170
J
Freshman II
A
Captain II
aiwanCaptain II
asked in Reports and Generic Inquires
Business Event Triggered by Population of GI

Afternoon guys, Hope you’re all amazing! I am attempting to automate our ‘Add Order’ to shipment. I have got the Import Scenario and GI working but can’t seem to figure how I can get a business event to trigger when the GI is populated. The GI works by detecting items which have been manufactured (moved) and are allocated to a sales order.Below is the BE:BE history below too:If anyone has any suggestions, they are greatly appreciated and welcomed! Thanks in advance! Aleks

909
Chris Hackett
Community Manager
L
Freshman I
lukef55Freshman I
asked in Reports and Generic Inquires
Labor Transaction Start Tiime/End Time

I am attempting to create a Generic Inquiry using the Start Time and End Time fields of the AMMTran DAC for Labor Transactions.  In the Labor screen, these fields have values, but when added to a Generic Inquiry or viewed in the DAC data preview, the values are blank.Has anyone else experienced this and have a solution?Th​anks!​​​​​​Luke

370
L
Freshman I
V
venkatnarasimhan62
asked in Reports and Generic Inquires
Invoice & Memo Report Displaying Second Page (No Details)

Hi, Could someone please tell me how to get rid of the Second Page (No Details) that shouldn't be there? 

531
lauraj46
Captain II

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