Reports and Generic Inquires

Hi ALL,With Report Definitions.  How can the account description only display 1 line?Even though I checked the "Suppress Line" in Column Sets, Accounts with descriptions that are too long still have their lines dropped.   Best Regards,NNT

Hello Comminuty,I would like to know how can we create variables in Acumatica Report Designer? Specially if a new datetime field is added on the screen and the user wanted to see the full format as 20 October 2023.  

I am trying to create a very simple custom report, i based it on a GI that works just fine. The goal is to first put in a customer, then to select one of the customers locations. (all based on the SOOrder table)However, in the report i cant get a simple Parameter dependency to function even after following several online threads on how to update the report from the GI.I added the “,CustName” reference to the end of the GetFieldSchema, just as suggested in topics and as I saw it done on some stock reports, but the field never populates no matter what customer is selected.I have this sneaky feeling that i’m missing something obvious/simple and I hope some fresh eyes will be able to point out what I missed.Edit: The CustName parameter works fine, it filters the report as intended.

I’ve done this but there is one problem.  This is in reference to a custom PRO/Invoice report (PM641000).BACKGROUNDProject Transactions are being used to record time expenses from another software - no GL, just charging the project.  There are three custom columns on the Project Transactionsone for the Retail/Rack Rate of the time being spent one column for the rate that the customer will be charged for the time one column for the BTA ID (block time agreement ID). The Block Time Agreement lowers the Rack Rate to the Customer Rate.Data in all three of those columns is to show on the PRO/Invoice. The custom columns are not pushed to the invoice. The Customer Rate is being used in the T&M Billing Rule. That’s working nicely.The T&M Billing Rule has two steps that use the same Income Account Group.  The first step charges the Customer Rate and produces a positive row on the invoice. The second time it is used, the T&M Billing Rule checks to see if a BTAID exists on the PMTran a

Hello,I am attempting to create a GI that will tell me how many quotes have been generated from opportunities and what was the dollar amount of each of those quotes.When we quote from opportunities, we are often bidding. As such, our first quote isn’t always accepted, but the door is still open if we gain approval to drop the price.When this happens we generate another quote tied to the opportunity and mark that quote as the primary, so to maintain the full history of the opportunity.However, on my GI, I only want to count the primary quotes. When I attempt to do this in conditions, I can not filter the CRQuote.IsPrimary data field. So, my GI is essntially totaling the dollar amount of all quotes instead of the primary.I feel that this is surely possible, so I must be missing something? Any help would be greatly appreciated.This is the quotes tab under the opportunityThis is my GI. Skips orginal quote nbr. Sums total under most recent quote nbr. 

I am trying to solve this below problem on the Project quote form and seemed to be going in circles for some time now hence posting this.I am trying to Print a project quote and group this based item classes. This is grouping correctly, however the issue I am having is to print the description of the parent item class description in the group header. This is currently printing child item class description.Because the way the lines are being sorted the child item class is picked based on the line sequence.The outcome I am expecting on this is the first image the item class should be Video conference equipment, second image should be source equipment.Any suggestion would be appreciated. Following things I have tried are as below (Images as below)Different sorting used to sort based on Qty and Total amount. change groupings   Grouping and sorting as below.   

I want to split the description as below.“Video Conference-Non stock” item.I am not sure as to how do I split this or get data to the left of ‘-’I did try using the Instr and Strrev function to no avail.Can I please receive some suggestions on this.  

Hi!I need a function than calculates the difference between two dates (in hours or days) taking into account the hours and work days, and exeptions (holidays) established on the calendar screen. Does anyone have something like this?I don’t want to make an overkill if someone already has it, if not, I’m planning on creating a function (code) that does that and can be used in the attributes of a custom field (self calculating), I will then use that custom field in my generic inquiry, the main issue is that I have to create a new field for every DateDiff that want to calculate…Would anyone find this useful?Thanks!

Can anybody help me create a GI that will list Sales Order Numbers in the first column, then all related shipments in the second column, preferably in a comma separated list and hyperlinked back to the shipment.  I have seen this done in the MRP Screen Under Related Documents.  I will try to upload an example.  Sales Order Number Shipments SO00001 SH0002, SH0003, SH0004 SO00002 SH0005, SH0006, SH0007 SO00003 SH0008, SH0009  

Hello everyone,I'm working on a tool to convert GIs to SQL Queries for an external tool, and when debugging the generated Acumatica SQL query for one of my Generic Inquiry I see that it has a LEFT JOIN to the ARPayment table, but I can't find any reference to ARPayment in the GI's editor, or in the GI's exported XML file. The ARPayment is neither a BaseType DAC for any of the DACs used in the GI. These are the tables in the GI:And all relations: The generated query used to retrieve the GI data has this LEFT JOIN: There is no reference to the ARPayment in the selected fields also. Does someone have any clue as to why this join is being added? Thanks!Ricardo.

Hello everyone,I am currently working on implementing automatic printing using Acumatica Device Hub. My goal is to print a report when the user clicks the print action in the form.I have been exploring the options but haven’t been able to figure out how to accomplish this. Could someone guide me through the steps or provide a solution to achieve this?Any detailed instructions, tips, or code snippets would be greatly appreciated!Thank you!

hello all,I have been working on creation of a GI to display the emails associated with the sales orders. So I am looking to display the list of the SO along with the mails associated. Below attached is the XML file for the same.Thanks in advance. 

Hello,I am working on creating a home page for all employees, I would like the dashboard parameter to default value to equal the user ID. is this possible?Thank you,KT Screenshot 1: Dashboard Parameter Screenshot 2: Dashboard Screen 

Greetings all,I’m trying to mass update the value of a Business Account attribute, ideally through a Generic Inquiry. I’ve got the inquiry written, and it joins multiple tables including Contact (the ‘parent’ table) and Business Account. (I want to update the Business Account attribute values based on values at the Contact level.)But when I search the ‘Mas Update’ field list, I’m only seeing fields from the Contact table.Must I write a new inquiry with Business Account as the ‘parent’ table in order to see Business Account attribute fields show up in the ‘mass update’ area?I’m confused, because since my Inquiry returns Business Account attributes I assumed I’d be able to update them.Props to Sergey Marenich for writing this article https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html

Hi ALL,With Analytical Reports. Which paper kind should I choose to be able to print on full A3 paper size with Portrait layout?  There is blank space that does not display data even though there are subsequent pages. Best Regards,NNT 

Hi,I need to retrieve the FinYtdBalance field value from the GLHistory table for specific AccountIDs (e.g., 10000 and 10001) and display these values in separate columns but in a same row within a report. Additionally, I want to calculate and display the difference between these values in another column in the same row.I have attempted to achieve this using variables, but it didn't work as the report designer processes line by line. When the report processes the values for AccountID 10001, it doesn't have the values for AccountID 10000, making it difficult to calculate the difference. I also tried using sub-reports to retrieve these values, but this approach was unsuccessful.Is there an effective method to accomplish this in Acumatica Report Designer? Any guidance or detailed steps on how to implement this would be greatly appreciated.Thank you!

How can I use the most recent currency rate for a calculation in a GI. The currency rates are constantly being updates so when the field is pulled in a GI it is pulling all the effective rates instead of just the most recent one. Has anyone had experience with this/been able to use just the most recent currency exchange rate? 

How to get OData in Client Timezone through Generic Inquiry??In a databse it is store in UTC

I want to Show Date in GI as it is show in Production order detail1. Production Order Detail  In DAC i will use   But in GI it is showing  which is show in GI so i will solve it and show 2:30 which is correct But in Postman it is showing wrong  

Currently we are experiencing an issue in Acumatica - Power BI Integration for a Single tenant of a multi tenant instance. The issue is as follows. Please check the below screenshot.There are 2 tenants in this instance as  Test and Company. The connection for both tenants worked fine until recently. Now only for the Company tenant this above error is getting appeared. I examined all the GIs that have exposed via OData. In every GI there was no any field named DateCreated. There are no any significant difference in between these two tenants.  So can i know what's wrong with this Company tenant that cause this error.    

Hi, As per the screenshot I need to change the sales value to the number value. It should be all numbers instead of 512.43K.Ex : 512.43K = 512,430        5.33 M =  53,300,000   

hi, I am working on a report. I have passed Parameter name “Items” which is attach with inventoryitems. When I am selecting Items in parameter and running reports its duplicating the grids two time (as shown in picture below) .In the QTY column i want user to select the QTY from parameter. that must be from 1-100. Is there any way to do that? If yes please guide me on this.  I wa unable to see my tables after creating relation between customer and address so I make relation of these tables like this as shown in picture is this causing the issue? I dont want to join Inventory table with any other. but without relation it was added but not shown.     

Hello,Does anyone know if it is possible to set the scale of a Acumatica widget chart? For example want the Y axis scale to be 0-100.  Thank you,Kage

Following a recent upgrade into V2023R2, it has been reported to me that the Tree Control available at the top of the Report Viewer form, for those reports created with the Acumatica Report Designer, no longer navigates to the first report page associated with a grouped entry selected from within the Tree, instead simply refreshing the display of the report and repositioning its currently displayed page back to page #1. After researching this further, it appears as though this is a consistent behavior across all of the Report Designer based reports within a given V2023R2 instance, and has continued to behave in this manner for those reports being ran within V2024R1 instances as well, including brand new “clean” installs.Has anyone else experienced this behavior with the Report Viewer Tree control after completing an upgrade into V2023R2 / V2024R1, or after having performed a brand new “clean” install using any of the builds available for this pair of major versions? Thanks in advance f