Reports and Generic Inquires

I want to have a generic inquiry form with 3 columns : Inventory ID, receipt number, quantity on hand.Does anyone knows how can I get these data from database?I can see this form on Adjustments screen. but can not see the details from here. 

Unlike most of the other tables, Account Details doesn’t have the tab to say what the Generic Inquiry Table for the report is. It doesn’t seem to be API-AccountDetails, as that Inquiry is missing both the beginning and ending balance. What would be the source for the Account Details data?

I am trying to create a GI that pulls the sales orders as well as the PO orders tied to them to the same GI but I am having trouble figuring out how to properly link these two tables in relations to get the data to pull properly. 

I’m creating doing label print for a shipments and I have an issue with margins. Please refer the design below:Report Page Settings:Label design:What you see when we print:Do you guys have any ideas to get ride of these margins?Thanks in advance.

I have a user who needs to log in and view only two specific dashboards, both of which are powered by a single generic inquiry (GI). While everything is functioning correctly in terms of dashboard access, the user is also able to access the GI directly, which I would like to prevent. Is there a way to allow the user access to the data from the GI without displaying the GI itself on their screen or allowing them to click into it? I tried unpublishing the GI from the UI, but this removed my ability to manage access permissions.

Hi Everyone, I am trying to create a GI for YTD Sales vs PY YTD Sales and need the tax value in another column. I found out that ARTaxTran would be the right table to use but I am not able to join it with the ARInvoice. Any help on how to add a relation between these two would be appreciated. Thank you!

Hi,We are starting to use Landed costs. I would like to make a GI that will show all inventory availability and the total cost (purchase receipt and landed cost (if there is a landed cost for the purchase receipt).Similar to how the inventory lot/serial history works. it will show receipt cost, then if you check the box it will so the cost with landed cost included. I would like that cost with landed cost included.Does anyone know the best way to get that total cost?   

We just upgraded to 2024r1 and now that I can use GIs as tables to look up against within GIs, I was trying to build some more complex reports set up that my sales team requested.They want to view, by customer, the Count of Invoices, Sum of Units Sold, and Sum of Dollar Sales for Last Year’s Month to Date, side by side with This Year’s Month to Date.I can get this information for one time period in a GI pretty easily.  So I set up two GIs for the two different time periods, and then built a 3rd GI to combine the data from both GIs by linking them to the customer table.  Everything seems to work correctly except that the Count of Invoices is coming up blank on the combined GI.  They show up on the “child” GIs properly.  Anyone have a solution to getting the count data to show up?Image of Child GI Results, Count circled:Image of the combined GI, Count Fields coming up blank: Image of the combined GI.  Note: I’ve tried Aggregating by Count, Sum, Max, <Blank>, and tried different Sch

Above you can see that each line item is showing 5 in the qty and in qty shipped. These are individual items with the same sku and should be listed as one.We have dug though the report builder and can get the qty right in the line details but when we try with the shipped it will display the correct amount if the skus are all the same but when adding multiple skus it zeros out. Any ideas?  

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. 

Hello,I’ve configured a Generic Inquiry for invoices and memos screen and a push notification of type of webhook to receive data change events to my external system . Acumatica is Sending the evnet data but the notification data is having multiple elements (lines) in the inserted and deleted arrays. I would like to limit the number of elements (lines) to be send via push notification since I’m facing push notification  failures due to data size. Kindly request to assist me on fixing this issue.Example push notification data:{  “Inserted”: [    {“ReferenceNbr”: “AR0001”},{“ReferenceNbr”: “AR0002”}  ],  “Deleted”: [],  “query”: “Generic inquiry name”}

I am looking at adding a GI for customer Service Order lookups, that will allow me to issue user credentials to a few customers.  From there they can look up basic information on all their current Service Orders.  Unfortunately it does not appear that the Self Service Portal is capable of Service Orders, only cases.  (Hopefully they will add this natively soon).I was hoping to create a Dashboard that would show the relevant information but that was tied directly to a login.  It doesn’t look like you can create an Attribute directly for the User but you can for the employee.  I was thinking about creating an Attribute at the Employee Class level “Customers”, that allowed for me to enter the customer number assigned to the login.  What I don’t know how to do, is to associate the GI with the current person logged in and place a condition in the GI that looks at the Attribute (Customer) and filters the customer based on that info.  Any thoughts, or potentially better avenues to go about th

I am trying to create a GI that shows all Employees who have clocked into jobs, but have not yet clocked out. I have 2 GIs set up that combined seems to get what I want. I am getting all entries where StartTime is NOT empty and where EndTime IS empty. I am doing this on the AMClockTran and AMClock Item tables.Is there a way to get all employees that are currently clocked in on one report?What is the difference in these 2 tables?

Customer is printing large number of custom labels (5000) and finding only half will print and then stopThe print preview has all the labelsWould their be some restriction on this ?Would their be something different in 24R1 vs 23R1 ? 

We finally have been able to print our UPS shipping labels but now have ran into another issue. The report generated label itself, it is printing as a SAMPLE label and they are not including the UPS information (Tracking number, routing code, etc.)How do we get these items to print, and the label to not say “Sample” and also all the UPS information (Tracking number, routing code, etc.).Acumatica Cloud ERP 2023 R2Build 23.212.0024 +Did I miss any settings or parameters while configuring? 

Hello,I’m trying to edit the default Landed Cost GI (PO3030PL) to also include just two more columns on the results grid – the Purchase Receipt Nbr and the Purchase Order Nbr. This will help our accounting and logistics teams more easily match landed cost to invoices and reconsiliations since the invoices are always by PO or PR. I found the correct tables to add and can grab the field on the results grid, but the column(s) can’t pull data since it’s flagging the relations tab not joining the tables correctly. However, I’ve tried adding the new table as both inner, right, and left join but none of those work. Can someone let me know what the ‘relations’ tab should look like in order to make this work? (Add X as a left join… etc) Screencap below is what relations tab looks like without me adding anything.   

Hi community members! I am looking to build a GI that lists all Vendors and the Date the Last PO was placed with them. It would be nice if the last PO number also was returned. I have left joined the Vendors to the PO’s and have the dates and fields mentioned above but, of course, the vendor repeats with each different date. I tried to use a Max formula on the PODate field to get the most recent but, no luck. I also tried grouping but the date returned is not always the Last PO Date in the system. Any ideas on how to accomplish this? 

We have a few of our generic inquires that have disappeared on our favorites screen and we are now unable to even search for them. We now have to go to generic inquires, type in the inquiry title, and view the inquiry to get the needed information pulled up. Any advise on how to fix this or how this may have happen to begin with?

Hi All,Please be aware that I need a comprehensive access report from Acumatica. Currently, there are no reports available that provide field-level access rights; the only existing report covers screen-level updates.Thanks 

We have a report that prints the pack list along with Lot Serial Nbr. Currently the items on a shipment are repeating multiple times because the items are located on multiple locations.   Current OutputHow can we display items along with lot serial number, total shipped qty but not have it split these lines based on location? We currently have it grouped by Sales Order Nbr and Order type.    I have also attached the rps file of the report for reference. Thank you for the help in advance! 

When printing a Sales order (particularly large orders) we have a sub report that summarises by Item, Colour and Size. This was made up of a sub report within a sub report which was then added to the sales order form as a footer section. The issue is that for large orders, there is no page break in the summary section and the remaining information is not printed. When changed to a header section, the system is printing a line of the detail section, followed by the summary table and continues that way for the entire report. How can I get the summary information to print on multiple pages and then print the normal sales order lines. I have attached the forms and sub reports being used.

I would like to get some help with a conversion issue in the Results Grid. I have a Generic Inquiry that I was able to successfully pull in the customer name as the parent name if that field is empty (parent and child are the same company in some cases). I attempted to do something similar with the parent account number using the customer number in place but we have several parent accounts that are not “standard” numerics such as ‘AAMBER’, ‘INTMISC’, ‘C000012’, ‘C000013’, with several others similar to those few. My logic for the parent name substitution is: =ISNULL([BAccountR.ParentBAccountID_description], [BAccountR.AcctName], [BAccountR.ParentBAccountID_description]), the the logic for the Parent Account number is: =ISNULL([Customer.ParentBAccountID], [BAccountR.AcctCD], [Customer.ParentBAccountID]). A conversion error is popping up which I do understand why, but if there is a workaround I would appreciate any help. 

Does anyone have a recommendation for how to make a list of what Generic Inquires use a specific table or specific field?  This would be useful when Acumatica makes a change to a table (INSiteStatus) or field (AMReplenishmentSource) so we can quickly edit our GIs that would be affected.  I know I can have a GI list all of our GIs, but not sure how to look deeper into them to get this information.  Possible?

I am currently customizing the check remittance report and I’m trying to get it to total up the dollar value of the invoices before the cash discount is taken. I can get it to work unless the amount of invoices exceeds the number of lines on the remittance, in which case it only totals those currently contained in the report with the following expression =SUM([APPrintCheckDetailWithAdjdDoc.AdjdInvtMult]*[APPrintCheckDetailWithAdjdDoc.AdjdCuryOrigDocAmt]). How can I get it to sum all of them?  the APPayment DAC doesn’t appear to contain that amount anywhere so the report needs to add it up somehow.  Any help is much appreciated.

I am trying to make a copy of the Sales Orders GI that is in Acumatica but I want the GI to display the Inventory ID of the items in the Sales order, I tried adding the SOLine table to the GI and relating it to the SOOrder table but the Inventory ID result tab just shows up as blank for all sales orders despite having multiple Inventory items and Inventory ID codes in each SO. has anyone else ever done this before and could show me what I need to do to get those ID codes to display in the GI?