Reports and Generic Inquires

We will be creating Blanket Sales Orders, after being on Acumatica for a while.I noticed that Blanket Sales Orders show up alongside the child sales orders on the SOOrder and SOLine DACs, which causes lines to duplicate in GI’s using these tables (For each child sales order line, a blanket order shows).My current plan is to filter each GI (we have hundreds affected) where the order type’s SOOrderType.Behavior = “Blanket order” as a future proof if the order type id or additional blanket order types are introduced. (DAC)Is there another route that doesn’t require a change to every GI?Anything else I should be thinking through?

Does anyone know of an iquiry that can give me a list of open service orders that have items on them from a specific warehouse? For example. I would like to list open/completed service orders that have items on them frome warehouse 03 within a specific time period.

In a report I need to fetch data from GLHistory DAC, in my report table schema I have join GLAccount also. I need to get the sum of GLHistory.FinBegBalance where the Account Id is equal to 7000. for that I add variable and set its value base on a IIF condition. but it is not working.Herewith I have attached my report, inside the details section I have define the variables. currently I have changed the if condition as bellow for debugging purposes=IIf( [Account.AccountCD] = '7001',True, False) I tried different ways such as=IIf( [Account.AccountID] = 7001,True, False) =IIf( [Account.AccountCD] = 7001,True, False) etc. but nothing works

In a report I use FABookBalance.BookID field. According to its definition it is an integer type, when I print it in the report it displays the FABook.BookCode field’s value. It is string type. But FABook table did not contains in the table schema of the report. I need to add a filter based on FABookBalance.BookID. Following screenshot shows the data exist in both of tablesFollowing is FABookBalance.BookID field definition  public abstract class bookID : PX.Data.BQL.BqlInt.Field<bookID> { } protected Int32? _BookID; [PXDBInt(IsKey = true)] [PXDefault()] [PXSelector(typeof(Search2<FABook.bookID, InnerJoin<FABookSettings, On<FABookSettings.bookID, Equal<FABook.bookID>>>, Where<FABookSettings.assetID, Equal<Current<FixedAsset.classID>>>>), SubstituteKey = typeof(FABook.bookCode), DescriptionField = typeof(FABook.description), CacheGlobal = true)] [PXUIField(DisplayName = "Book")] public virtual Int32? BookID {

I have a generic inquiry that shows PMTimeActivity Data. I’ve allowed Mass Update, and want to be able to mass update Project Tasks. However, the Project Task selector has no available tasks to select. I can ensure there are tasks available for this project, but they don’t show up in this selector. I’ve also put Project Task Id in the results grid. It’s also worth noting that Project and Service Item selectors work fine. I have a bad feeling it’s because the selector doesn’t know what Project to reference, as that is a requirement of ProjectTaskID in the PMTimeActivity DAC (DAC code copied below). Any ideas or work arounds? #region ProjectTaskID public abstract class projectTaskID : PX.Data.BQL.BqlInt.Field<projectTaskID> { } [PXDefault(typeof(Search<PMTask.taskID, Where<PMTask.projectID, Equal<Current<projectID>>, And<PMTask.isDefault, Equal<True>>>>), PersistingCheck = PXPersistingCheck.Nothing)] [ProjectTask(typeof(projectID), BatchModule

I am attempting to create a dashboard widget that allows the sales reps in our company to track contacts who have a specific value set into an attribute on those contacts, in this case that value is “Garlic 2024”. when I open the all contacts GI and go to the results field for campaigns and either enter “equals Garlic 2024” or the “Is not empty” options it filters down to the campaign contacts properly but when I attempt to setup a filter in the dashboard widget using the same options it returns no results as though it is filtering out everything. is there something broken or am I doing this wrong?I included as many screenshots showing my settings as I could think of to help show what I am seeing here.

How can I add the Remit to address to a Vendors GI? The account address is already used in the GI and is from the same table and is the same data field as the Remit to Address. The address being pulled for the GI is always the account address and is unable to also pull the remit to address. Has anyone ever tried doing this before? 

      I am using a GI as data source, and trigger business event to email sales that some shipline is not shipped in full.      I will list all shortage ship lines in the email body.       It is working fine with the below method.          However, the sales are complaining it is not looked nice,        Like below        Can I make each field display in fixed length, just like what is showed in Report designer?

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