Reports and Generic Inquires

I would like the “Service Orders” tab to be shown in the “Payments and Applications screen in “Receivables” as it does from the “Prepayment” tab in appointments. As you can see in both images, it says “Payments and Applications” but one screen does not have the “Service Order” tab.I would like this option when coming from the “Receivables” module so the Accounts department does not have to open an actual service order to apply a prepayment so prepayments are properly recognized from a Job and Accounting view point. Any thoughts? Screen from “Receivables”Screen from “Prepayments” tab form an Appointment in a Service Order 

We had a Project Inventory Location GI we had created in 2022R2 we use heavily.  Now that we are upgrading to 2023R2, the GI has to be re-written because of the PMLocationStatus and PMLotSerialStatus tables having been removed in 2023R1.  I’ve been trying to get the GI modified using the table references in the Release Notes for 2023R1.  I am apparently missing something.  I would appreciate help reviewing our original GI (titled Project_Inventory_Location.xml attached here) against the version I am working to modify in our SANDBOX for our upgrade to 2023R2 titled MR_050724_Project Inventory Location.xml attached here.  The modified GI is creating duplicate rows.  I’ve reviewed the GI and am not seeing the reason for the duplicate rows being returned.  Thanks for looking and any help you might offer in advance.

The refresh in Power BI on all reports running form Acumatica GI’s are being blocked after upgradeing to 2023R2 (build 23.211.0017 ).For each refresh the following error occurs:‘The field ‘BegPeriod’ already exisits in the record’This message shows up for all reports where different GI’s are used with different tables. 

Does anyone know how I can get the calculation in a generic inquiry for a fixed asset? Currently, the calculation is only shown in the asset depreciation history, which you must look at each individual asset. 

I have a GI titled New Accounts. Sales reps get either a $500.00 bonus if their first initial order with a new customer is >= $5,000.00 - $9999.99, and $1,000.00 if the initial order is > $10,000.00. My IIF statement is as follows:=IIF([ARTran.TranAmt] >= 5000.00, (IIF([ARTran.TranAmt] < 10000.00, 500.00,IIF([ARTran.TranAmt] >= 10000.00), 1000.00))). The Inquiry errors out when being run. I’ve tried using SWITCH also to no avail. Maybe my syntax is not correct? It does Validate with no errors. 

Hi All, Is there a way to format the quantity to exclude the decimal point in the email template?for example instead of 1.00 should be presented as 1.  Appreciate any help on this. Thank you. 

Hello all,Is it possible to display the data separated into different weeks. So if I select a financial period, the report should segregate & display the data based on weekly format.

We have 9 fields in a tab under contacts in Acumatica and in order to get credit for it our sales representatives must have at least 3 of these fields filled out with some form of information, my manager has asked me to figure out a method of filtering down the list of Contacts to just those that have a minimum of 3 of these fields that are not Null in value. how might I go about doing this?Attached are 2 images, one of the fields as they look under the Contact Profile and the other is how they are in the results tab of the Generic Inquiry (GI) editor.

Hello,I'm seeking a method to determine the remaining balance of an invoice as of a specific date in a generic inquiry. Consider the following scenario:Initial Invoice Amount (01/01/2024): $1,000.00 Payment Made (02/01/2024): $400.00 Payment Made (04/01/2024): $200.00 Payment Made (05/01/2024): $300.00 Current Balance: $100.00My goal is to find the balance of the invoice on a past date, such as $400.00 on (04/25/2024).While I can join the ARInvoice with the ARAdjust table and filter by the ARAdjust entries made before my specified date (04/25/2024) to calculate the total amount paid, this does not provide me with the balance. Unfortunately, the ARAdjust table lacks a field that reflects the document balance after each transaction. Thank you for your help!

I am attaching the basic GI I am trying to create which all it is doing is displaying the PMActivity information and then simply converting the PMActivity.TimeSpent from Minutes to Hours by dividing the minutes by 60.  HOWEVER, Acumatica is NOT calculating this correctly, as you can see from the screen shot below.  One of the returned rows calculates 28800 / 60 correctly to 480 hours. But the OTHER two returned rows are NOT calculating correctly at all.  Not even close.  29070 / 60 should = 485.5 hours.  And 31920 / 60 should = 532.  NEITHER of those are even close to Acumatica calculating them to be 421 and 439 hours respectively. Is this a major Acumatica bug?  Or is this simply something that Acumatica cannot do, and is there some way to simply have it perform this automatically?Here is the equation from the attached GI  

I’ve run into an issue where particular inventory records are being ommited from the GI results when I turn on group by ARTran.InventoryID:   Ungrouped: Grouped on ARTran.InventoryID I’ve attached a copy of the GI.

I’m wondering how to create a GI that will list all warehouse locations that are empty so we know where to put away newly received goods. 

I have a bit of a complex task given to me that I suspect is reliant on Parameters but I have no idea on how to go about having multiple date parameters existing at the same time without causing conflicts or maybe I am going about this wrong.So in the report as it currently exist there is only a start date and end date Parameter, what I need to do is get another field within the report that pulls the net sales for a month prior to the selected start date/end date and then the net sales from the previous fiscal year.the Net sales is pulled from ARTran.NetSale like this =sum([ARTran.NetSalesAmount]) 

On the system monitor screen,In the “Running Processes” tab we see reports, but not GIs that are launched.In “Requests in progress” tab we see GI queries, but there is no button/action to abort the query, That is taking longer time to execute .  

I’ve created a report that groups Inventory Items so that I can sum Qty Produced for each item over a given time frame. The goal is to have a column for Inventory ID/Description, a Qty Produced Goal Column, and an Over and Under Column for the sum/difference where an item was over or underproduced where even if the item has not been produced, it would still show on the report. For instance, no CHOC400 had been produced, it would still appear on the report, where:Goal = 700Qty Produced = 0 Under: -2060Instead the report is only showing if the item has been produced. So, for example, an inventory ID, CHOC400 which has not been produced this month, isn’t showing at all. How can I fix this? I’ve attached a copy of the .rpx version of the report that’s saved as .doc so I could upload it.  

We are having a problem trying to use Create Transfer Orders, in that when we try to process we get an error that CS cannot generate the next number.   This causes two problems.  We have to create the transfer manually,  and the prepare replenshment report wont reccomend a quantity because there is a value “in replanned” Does anyone have ideas on the cause of the errorAlso, does anyone have ideas on how to clear those items “in replanned” Much appreciate any feedback  

Hello everyone,I have a question regarding report designer.I would like to display in the report a file name that exists in a SharePoint directory and not the entire link.Is it possible to do this? Thank you in advance.

Hello,I want to email customers their invoice with both PDF and Excel attachments of their invoice. At present only the PDF invoice is attached. I thought I would be able to add the Excel invoice through Email Templates > InvoiceNotification template and going to Attached Reports however this is not working to attach the Excel invoice file to the invoice email as well. Screenshot is following showing how I have set this up. I have tried this with and without linking to a source table and I’ve also tried different combinations for the Paramater Values i.e. ARInvoice.DocType, SOInvoice.DocType etc.Any suggestions are appreciated.Thanks,Grant 

All, my Test tenant is purple, my Live tenant is blue.As you can see in the screenshots below, in the Test tenant, when a user clicks into a Stock Item, the detail screen shows the item description at the top. Also, the word ‘Stock Items’ is blue/hyperlinked so the user can click it to go back to the primary listing. Also, there is a black/left UI icon for the user to click as well.My Live tenant Stock Items detail page is seriously messed up. There is no item description; the Stock Items link isn’t blue but it *IS* clickable, but all it does is refresh the item details page, it doesn’t go back to the PL; and there is no black/left UI to discard changes and cancel.There’s something wrong with my Live Stock Items, and I think there are multiple things going on. Probably with the Entry Point/Entry Screen, Navigation and maybe the site map too.Help! :D 

Is there any way I can use data from a Nonexistent table into my GI? for example In the Inventory Allocation Details screen there is a field called Reference Nbr. which is the document number of the source for this allocation.how can I get the data within this field into my own made GI?

I have come across an issue with a published report in Acumatica.There are many versions of the report and somehow the xml of the active version has reverted back to the first version of the report. A new version of the report was not published.I’ve used the DAC schema browser to view the UserReport table and I can see that the active version was updated by admin and the last modified screen is ‘00.00.00.00’. The xml field has been updated and is equal to the xml in the first version of the report.Has anyone come across this problem before?Acumatica Version: 23.103.0013

Please help how to show in the generic inquiry of Invoices and Memos the Inventory ID.

Hi all,I would like to clarify if watermark can be conditional upon release?  Let’s say, on a Purchase Receipt document, can we have a "Draft" watermark display if it is printed prior to having the status changed to Released? If possible, how do we execute it on the Report Designer?Thanks.

Hi all, I’m creating something in Report Designer and I need to turn on the visibility of a text field based on Inventory ID. I have something like this: IIf(InStr([AMProdItem.InventoryID], '-C') > 0, True, False) So that visibility expression is saying ‘if the ID contains “-C” then display the text box’The issue is that the -C we want to check for is at the end of the InventoryID -- but we will many time have a multi-hyphenated Inventory ID where “-C” exists in the middle of the ID. We don’t want to check for -C > 0, we want to only check for -C at the end of the string.How do I do this? I’m assuming I have to use some sort of Index but unsure how to do it. Thank you!

Our vendors want to know our inventory quantity on hand. I do not think that will be an issue for our inventory stock items. Where I see it being a possible issue is we have a lot of non-stock items. Many of our non-stock items are kits so our vendors will want to know the quantity on hand of those non-stock kits. Acumatica is capable of telling us how many kits it can make of a particular non-stock item (see example attached), but what I want to know is when our EDI is connected, will it be reading the stock items as well as the non-stock items they order from us?  The document for EDI is an 846 inventory advice.Is there a report in Acumatica that I can run that shows me quantity on hand for stock items as well as non stock?