Introducing Acumatica Cloud ERP: 2026R1
Reports, GIs, Dashboards, Pivots
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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
Hi All, I am trying to create a bill of lading. So I have created a report in which I have passed one parameter of customer_id which will be selected by user before running report. and i want that selected customer to be printed in report under shipment heading. But it’s not printing the complete address not even the name of the customer. Can anyone please guide me or help me I am new to Acumatica Report Designer ? I have attach screen shots and RPX file. I have created the relation of customer with address dac but its shows me error
Hello all,How can I add a visible expression for localization. I have 2 images. One is in english & other in German. I am looking to add a visible expression that when the Locale = English and my first image should be display and when Locale = German then my second image should be displayed.
Hello, guys. How can I modify this report screen? For example, I want to add a button. Is this possible at all?
Hello,I have a custom report which uses the InventoryItem dac and i want to sort it by the UsrReportLine custom field which is in the InventoryItem dac and it is a nvarchar type. I have applied the sorting but the sorting doesn’t seem to be working properly.This is the report outcome. But the sorting doesn’t workRelationshipSort conditionI have also attached the rpx file below. Please if anyone could check and let me know i would greatly appreciate it! Thanks.
Hello, I would like to create an email template SM204003 with logos that link to a page. I save the logo in Haufe and then insert it via Insert -> Image.If I were to send the email now, the logo would appear in the email as it should be.However, as soon as I add a link to the logo, so that clicking on it redirects the user, the HTML code changes in such a way that when sending an email, the image is also attached as a file. HTML without linking <td style="text-align: center; padding: 18pt 0cm 18pt 15pt;"><img src="https://Kundenname.haufe-x360.app/Frames/GetFile.ashx?cache=yes&file=Benachrichtigungsvorlage (61)\Kundenname_logo_positiv.png" objtype="attached" data-convert="view" embedded="true" title="Benachrichtigungsvorlage (61)\Kundenname_logo_positiv.png" width="200" height="70"></td> HTML with linking <td width="125" valign="top" style="width: 93.75pt; border-top: none; border-bottom: none; border-left: none; border-right: 1pt solid rgb(251, 99, 3); b
How do I fix the GI for Appointments? I would like to restore this GI to it’s “out-of-the-box” configuration. Thank you!
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