Reports and Generic Inquires

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

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.