Reports and Generic Inquires

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. 

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!