Reports and Generic Inquires

Hi all, I have a question. Sorry I am new hereI tried to add Workgroup field to the dashboard, but it does not appear, please refer belowWhat I did?I add Workgroup in the GI first, and its appeared in the GI successfully I add the Workgroup field to the rows in pivot table screen From the pivot screen, i can see the workgroup appeared there But using the same pivot to the dashboard, it did not appear. I tried to look for the filter but nothing seems related. What did i miss? Thank you in advance

Is it possible to create a Widget in a dashboard that can pull from more than one GI? I have 4 GI that I want to utilize for pulling data into 3 Widgets. The main GI is an All contacts GI allowing me to pull the total number of Business accounts tied to a user and the other 3 GI count contacts which have a minimum of 3 fillable fields with some value in them (I created these GI with a custom DAC to get that filter to work through SQL).so the goal I have is to have a live view showing the percentage of owned accounts that have a contact meeting the criteria of the other 3 GI for the sake of gathering KPI statistics on our sales reps rather than needing to input the data and doing the calculation outside of Acumatica.

I’m working on a Generic Inquire to pull data from GLTran.  That table as separate fields for debits & credits.  I’d like to build a result grid field that shows the net debit/(credit).  But, when I create a result grid field as follows:=[GLTran.DebitAmt] - [GLTran.CreditAmt]the output appears to be a string.  I’ve tried all of the conversion functions and the result doesn’t change.  When I export the query to Excel, the column is all text.HELP!!!!!

Is there a formatting code that will decimal align numbers so that the decimal is aligned for both positive & negative numbers when you use brackets for negative numbers?  Acumatica does this:  1,000.00(1,000.00)instead of this 1,000.00(1,000.00)TIA

 I’m working in a Trial Version of Acumatica.  I’m working with Generic Inquiry, the SO-SalesOrder inquiry.  When I press the VIEW INQUIRY button the Sales Orders screen appears with no data.  Then this message at the top of the screen: Message after the VIEW INQUIRY action if pressed. I am logged on as Admin. This happens with other Generic Inquiry’s.  What rights are absent? Thanks,Tom

I’m currently testing some minor changes to our Invoice form. We have some cases where there is a line on the Invoice form that is not on the Sales Order form, which is fine. However, I can’t seem to get the Invoice line to print after the SO lines.I’ve messed with the group, sorting, etc. and it still didn’t adjust. Even in the ARTran table the line on the invoice is the last record entry. How can I get the report to sort in the “proper” order. Thanks! 

Hi, We are using Cooper Black and Calibri font in report, whenever we preview the report it shows up fine also the output PDF file works fine in all the browser but when we tries to open the PDF in Acrobat Reader (Adobe) it throws an error “Can not find or create font ‘ACUMAT+Cooper Black’. Some characters may not display or printed correctly” with inappropriate output (Attached screenshot for reference).However we tried opening other file having same font and it works fine, it also works with other report output.Kindly help to rectify this issue..

When the values are greater than Zero the sub report works well but not when its Zero.When its Zero I want to show $0.00, but its showing blank. Is there anyway to show this report as $0.00Any Suggestion would be helpful.   

I have added a ‘project completed percentage’ to a report, PMProject DAC and PMProjectRevenueTotal DAC has a relationship, But when I add that field to the report it is not display the value, other fields of this DAC also visible in the report.How can I fix that? 

Hello,        Does someone know how can I use the translation directly on report?          I mean the user does NOT have to select the run with locales,             Every time, he run the report by default, the item description will display both Chinese and English

In Acumatica 2024 R1, has the feature of using two Generic Inquries with each other been implemented? I was reading the Developer PDF for 2024 R1 and nothing was mentioned about having the ability to use two Generic Inquiries with each other.

Hi Community,here I have a requirement to add a external link to the email template. for an example, i need to add a link where customers can view the quotation and approve it or reject it. is it possible to do with the system. is there any feature for such requirement. refer attached email template sample.     

I acumatica how to get Bussiness date with time in our graph on button click  

Does Acumatica save the release date of AR invoices when using the "Release" button?In Acumatica, the "Save Date of Release" button for AR invoices is a feature that allows users to record the date when an accounts receivable (AR) invoice is officially released. This date can be crucial for tracking the invoicing process and ensuring accurate financial reporting. By saving the release date, businesses can maintain a precise record of when each invoice was finalized and sent out, aiding in compliance and financial audits. This feature helps streamline the invoicing workflow and ensures that all invoices are processed and recorded in a timely manner.

Hi,I want to create a Generic Inquiry (GI) to retrieve the "External Link" associated with a file from the File Maintenance screen. I tried the "UploadFileWithIDSelector" DAC, it doesn't display the external link for the file.Ultimately, i would like to have an Active Link on my GI, allowing users to click on the External Link to view the attached file.Many Thanks   

Is there a way to add a rule that is applicable to bills for a new vendor? 

Good day,I developed a Dashboard for my Sales Director.  However, when make changes to titles, filers, etc..  He is not seeing the updates/changes on his dashboard.  He has access to the dashboard.  None are locked.What can I do to make sure that changes are sync so he see the updates and changes.  ( We I move a tile, it doesn’t change for him or update the filter.)  The plan is to set-up access for the Salespersons next.The dashboard owner is the Administrator Role.  His role is granted access.Your assistance is greatly appreciated.  Thank you@Evan G 

Hello,From the Cases screen, we added a selector-type attribute to connect to the equipment screen as a UDF.  The value shows up in a GI OK, but when I try to join on the value, it does work. The below join should be working, but it’s not. I can’t find the value in the CSAnswers table for this type of attribute. Anybody know where the selector attribute value is stored? 

Would like to print blank forms and reports to be used for ISO documentation.For instance, print a sales order confirmation form, but with no actual data on the form. I believe we’ll be printing these to PDF and blanking out the displayed values using a PDF editor. Any thoughts?

I have to build a report for our phased construction project.  We want a report that will showphase  (TaskCodeID)  Hard Cost/Soft Cost  (first two digits of CostCodeID <29=HardCosts, 30=Land, 31-98=Softcosts, 99=Contingency)    Cost Code Category (first two digits of CostCodeID)        detail lines based on CostCodeID    Cost Code Category Total  Hard Cost/Soft Cost totalPhase TotalI’ve been able to create variables in the data section of my report called $HardSoft & $CostCostCat and I can get that data to display in the details section.But, I don’t seem to be able to use the variables to control my groups.Each groups section seems to also have a VARIABLES property.  Do I have to redefine the variables in in section?As you can see all of the data for these variables is already within the CostCodeID so creating ATTRIBUTES and having to input this data on every bill seems unnecessary.Any help?

I want to link the task created from this task template to an Opportunity but ((CROpportunity.OpportunityID)) doesn’t work because the help text says to use “Attach Activity”. Does anyone know where I can find the “Attach Activity Checkbox” that is mentioned in the help text for the Link to Entity field in Task Template is?  

I am trying to create a KPI widget on a dashboard from a GI that has parameters. Everything appears to be working fine, except that the KPI widget on the dashboard shows 0.   If i click the widget to go to the underlying GI, it shows the data filtered exactly as it should be, with the sum calculating correctly for the column i am trying to aggregate on the widget.    I tried re-doing a KPI with a similar GI with no parameters (i.e. hardcoded the parameter values into the GI result grid formula), and the total shows up in the widget. Which is confusing, because based on everything i could find on dashboards, having parameters on the GI doesn’t seem to be an issue?   Acumatica 2022 R2 (Build 22.212.0046) XML of Dashboard and associated GI attached  

I have custom data fields in my results grid that categorize my AR data into different timeframes.  I want to sort my data by the “Overdue total” data field, but it does not appear as an option in the sort order dropdown. I’ve tried to copy and paste the same formula into the sort order tab, but the data does not sort correctly. I have no idea what step I’m missing. 

Good day team,I am trying to set the last period as default on a report designer report (in this case 07-2024) instead of current Period (08-2024), but i am having issues finding how to do it.The report designer has the From Period Value in the Parameters Tab of the Schema Builder the following formula: =Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')I tried several things, but still no luck. Has somebody find a solution for this?I appreciate any help in this. 

I have set up a business event to perform the following:Auto mark items on the Prod Detail as Backflush On or Backflush Off based on an Attribute at the stock item level. Triggered by a Production Attribute (Attribute ID = PURCHVER) being checked off.My issue is that the Business Event only runs when there is one single item on the Prod Detail (and on GI), for some reason the system is not recognizing the business event when there are multiple items on the GI. See below. Business Event - Triggered based on Record Inserted of GI below Generic Inquiry - List of Material on Prod Detail with Prod Attribute as TrueImport Scenario is simply set up to mark the lines as Backflush on or off which I can confirm is working fine. In the list above, AM003535 was recognized and processed without issue. But all other orders do not get recognized in Business Event History when I toggle between the attribute PURCHVER True and False. In theory, each time I mark the attribute as False it falls of the lis