Reports, GIs, Dashboards, Pivots
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Hi all,how can I solve root element missing in report designer? Thanks
Hi all, fairly new to Acumatica -- is there a way to set the default origin of a dropdown menu? We always want our FOB point to select a default instead of manually setting it. Please see screenshot. Thanks!
Issue: I need a formula to work one way when its to account 0500 and another way when it isn't. I tried: 0500 ‘0500’ and “0500”, and the formula is only returning values for the false. How to I format the expression to return the result for when its True. = IIf( [GLTran.AccountID]= '0500', ( ([GLTran.CreditAmt] *.5) - ([GLTran.DebitAmt] ) *.5) , ([GLTran.CreditAmt] *.75) - ([GLTran.DebitAmt] ) *.75 )
We’ve recently started creating a number of reports to use for product and carton labeling. We have not found any documentation around the Barcode Settings. Can someone point us to the reference material for the Report Designer Barcode Settings? BarWidth, WidthRation, etc. don’t always respond in the way we would imagine.
I added a side panel to the stock items GI to show all open SO for an item, however I would like to see the open orders separately per each warehouse, I tried using the advanced filters but they doesn't work on side panels.any other solution how this can be accomplished?
HiWe have a Payment Voucher Report in Quick Checks Form that can be print when the Status is equal to PrintedStatus is Equal to Printedthe Payment Voucher Report But we want to print this Payment Voucher Report when the status is equal to Pending Print.When Status is Pending PrintReport is not showing correct values when the status is Pending Print.Does anyone know how to solve this issue?Thank you.
Hi All, I have created a GI and when I try to view the generic inquiry it keeps on loading. Do you have any idea why this happens? Attached is the GI for your reference. Appreciate any help on this. Thank you very much.
Hi, I have added a condition under row style to highlight records based on the profit margin. However, I have noticed that this condition is not working for those lines where revenue budget exists, but it is working fine if revenue budget doesn't exist under the project's Revenue Budget. For instance, in the below attached screenshot, you can see that the revenue to date is 0 for project P10221, and the cost to date is 487.50 which is highter than revenue to date. However, it is not highlighting this record based on the row style condition set under the GI. attached GI for your reference.
I have created one report and it has one parameter but it does not show when i am going to its screen. Not sure what is the issue here. Visible option is also selected. My report screen looks like this. I want my text-box field there for input to run my report. Thanks.
I don’t know what I did or how I ended up with this happening but when I try to edit any generic inquiry from the Customization menu (at the top when viewing the GI results) it shows the correct configuration but the name of another GI. Always the same GI: pp-oils to convert to template.The URL at the top shows the correct Name so if I refresh the page it shows the correct details which is a workaround but as it stands if I edit it and just hit save it will overwrite that GI and not save to the one I really want to save to.I am stumped as to why this is happening. It happened after I manually added some site map entries but I’m not sure how or why.If anyone has any ideas of how to troubleshoot this I would be very grateful, Phil
I’m trying to generate a GI connecting the InventoryItem table to the POVendor table. I want to limit the results to only show the default vendor and vendor inventory ID assigned to each item. However, if an item has multiple vendors assigned the results will display multiple lines for that item.This “IsDefault” field does not appear to exist as a field by which I can filter the results: Does anyone know of another way to go about this?
Hi,Would anyone be able to give some guidance on if it’s possible to add the SO # to the account details screen. I noticed there is an account details GI (see screenshot). I know if you click the reference # for the IN module, it brings you to the Issues screen where you can see the SO number. I can’t figure out how to link those two tables (if that is even possible).Any guidance would be greatly appreciated.
I would like to add the Lot/Serial Number to AR Invoice AR641000 using an IIF()Reason for using the IIF() is because I want to add a line break and ‘Serial Number: ‘ only if the the line item has a Lot/Serial Number. But it’s showing the (False) value regardless of if the item has a serial number allocated or not.iif([ARTran.LotSerialNbr]=null, '', '{br}' + 'Serial Number: '+[ARTran.LotSerialNbr]) I’m not sure what is the problem. It’s like it thinks the line has a serial number even when it does not.I am pretty sure the [ARTran.LotSerialNbr] is correct because when testing it added the correct serial number. Any ideas?
We want to set up an audit of Vendor record changes and have Acumatica notify admins if there was an address change or some remittance info update. Has anyone created a business event of a widget to track the changes? It looks like there is a limitation on creating a GI Thanks!
Hi All, We shipped the wrong quantity and the invoice is higher than it should be. Correcting an invoice only allows me to correct the price but not the quantity invoiced. I want to return the excess items and have the correct qty on the invoice. Is it better to cancel or correct the invoice.
