Reports and Generic Inquires

Hello,Running into a strange issue and wondering if anyone else has seen it. One of my users, when he types content into the pop-up Email window, if he moves that window around afterward, the text will be cleared entirely. This behavior is new and only occurs for one user. He is on Windows 11 and using the latest release of Google Chrome. Thank you

How can i add a value for Specific warehouse Qty in report?For Ex:- There is one customized Report for which client needs to display warehouse , Location Qty but when i go to Inventory summary that location is coming for specific Item number not for every Stock Item.So for ex there is one Stock Item which display the Value for Location A - 550 Stocks and Location B - i need to show which displays as - 330 as QuarantineSo i need to display the 330 Value which displayed for Quarantine only.  

We recently upgraded the version to 2023 R2 and when running a report we get the following error:has anyone had something similar happen to them?

Is there A report or DAC that can show a detailed transactional cost analysis of an item? it should show the unit cost per piece, by PO receipt, including and excluding landed costs.Please let me know. 

I’ve tried joining on Shipment and its line split, as well as via INTran and INTranSplit.I wrote a query to pull some relevant data. It is later filtered from ARTran details in SO643000.trans    ARDocType    ARRefNbr    POReceiptNbr    RefNbr    SOOrderNbr    SOShipmentNbr    Split    LotSerialNbrINTran    INV    AR012036    PR002026    005940    SO007464    PR002026    INTranSplit    INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    SRF000005INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    SRF000006INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    20230307 The top one is what I have in the ARTran. The bottom three are what actually have the serials for the invoice in question. It doesn’t have serials, and I can’t find a single ID in common.The test case I have is here. It has serialized items on the invoice, but getting them is the problem. Any help is appreciated.

There is a customized field named "New Discount Code" in the Details section of the invoice. There is a requirement to get the summation of this new "New Discount Code" discount amount with the Discount amount in the Discount tab to the Invoice report. Please check the attachments. Can I know if is it possible?Discounts in details sectionDiscounts in discounts tabI have tried some ways by creating a sub-report. But the expected outcome was not coming. I joined the two tables as follows. Please check the below attachment.Table Joining in report designerAnd grouped by the [ARInvoiceDiscountDetail.DiscountID]. The output of the sub report as follows.Sub report outputLeft side of the report shows the discounts in the details section and right side shows the discounts in the discounts tab. But the discount named “SPRING” is missing in the above report. So can I know if is there another way to get the summation of these discounts into the report discount code vise separately?

in a report when I do few calculations always, I got incorrect values, I have posted another question in the community. Link is below. Error in Calculations of simple formular in ReportsI guess this occurred due to the variable is not reset correctly. So how to use this reset option, please provide few examples. 

I create a Report related to Project transactions; Following is a dummy implementation of that. I create two separate reports to calculate Income and Expenses, then embedded two reports in main report and calculated difference between income and expense. when i print the Income value and Expense value in the main report it printed some value. but when i calculate the difference using same variables it gives unexpected values.ResultReport design: Report designFormular: = $MonthlyExpenseRp_totalExpenses - $MonthlyIncomeRp_totalIncomei tried different formulars like,= CInt($MonthlyExpenseRp_totalExpenses) - CInt($MonthlyIncomeRp_totalIncome)but any of them did not works

In this report if i select the document type as “Credit Memo” and a Ref Nbr related to that and run this report, I want to output a different report(Credit Note Report) that has the same parameters as this. If i select “Invoice” doc type then i want this report(Sales Invoice Report) it self to output. Is that possible to do ? If so then how ?Thank you in advance! 

Hello Acumatica Team,I am wondering how we can attach emails sent from the system to a purchase order as an activity. In the notification template, there is an "Attach as activity" checkbox, but it doesn't seem to add the sent email to the purchase order. How can we achieve this?This email is supposed to get sent once a purchase order needs approval from another person, so it is not connected to a report.Greetings

Hello Acumatica Community,We occasionally encounter an issue where a line break causes the text in the second line to start indented, with the first letter beginning further to the right. Is there a formula or method to prevent this from happening, as the break seems to be made before a space? See Line 2 

Is it possible to display the discounts created by line level discounts from the sales order on either of the invoice printed documents?

Hello all,Trying to build something based on a concept from a great session at Summit 2024 - open to any ideas on this.Goal: Capture the value(s) from fields presented in a workflow dialog box and present them in a generic inquiry.I created the dialog box within a custom Case workflow in Acumatica CRM. The dialog box has 3 different prompts, all of which I would like to capture.The mission is to join that dialog box info with the PX.Objects.CR.CRCase DAC. I believe this is possible based on @Doug Johnson ‘s session :) but I can’t seem to find details on how to configure this when I check the documentation, but I might be looking in the wrong spots. Investigation so far:If I try to inspect the element (1) upon launching the dialog box I see that the business logic is part of CRCaseMaint. But if I attempt to (2) View Data Access Class Source ….   I get crickets:  So, if they’re not here, where can I find them, and then join them to the Case in a Generic Inquiry?Thank you for any input.Ar

Hello - Does anyone know how I can get this field to show up on a GI? It is on the Customer screen under the Billing tab. It seems when the “Override” box is checked, that it will not appear. However if there is a value there and the box is not checked, it will. I am not sure why some are checked and some aren’t either? Maybe an update changed this? Note - this information does typically come from an API connection to a separate system.. not sure if that plays a part.. any help would be appreciated!  

Hi,We are attempting to expose customer specific files on an Acumatica portal via a Generic Inquiry. We already have one that exposes common files associated with the customer using the @me condition which works file.  These files are associated with a property and have the “Is Public” option checked in the file Maintenance screen. We are linking the usual suspects: Contact → Customer → NoteDoc → UploadFile → UploadFileRevision We are adding the files on the customer screen.  When the GI runs in Acumatica, and the @me disabled, we can see the files. In the portal, with and without the @me enabled, we cannot see any files.  We also checked and unchecked the “Is Public” checkbox, without success.  We also attempted to add the files to the customers associated business account, replacing in the GI the customer table with the Business Account table, also with no successes. What are we missing?   

I have a customer that has multiple tenants, and I wrote a SQL view to view all of the users across all of those tenants for administrative purposes.I would like to add a Navigation to pull up the full screen User (SM201010), as a Side Panel link.  However, two things are stopping me. I can setup a relation to pull these data and display it by linking in the PX.SM.Users to a Key in the SQL View. However, I can only pull the users data from the “active browser tenant”. In the SQL view I do store the CompanyID for all the users over all of the tenants, but I do not know of any way to pass that value to the Navigation link so that I can pull any user information from across all of the tenants, unless I have changed the browser into that tenant as a session.Is there any way to pass the CompanyID over to that navigation link?(and I can accept the answer of “NO”. LOL)

Like the title says, I am trying to create a GI that shows all late shipments, whos orders didnt contain any shipments prior. This may be too much to ask for. I am new to GI’s and am trying to figure this all out. Any direction towards if statements within GI’s would be helpful and any help on this particular question would also be appreciated. Thank you! Attached is the GI I have been working with.

Hi Good Friday! I am trying to pull the UNIT of measure conversion details into GI. I am able to generate the GI as needed however I identified every stock item showing false even SKU does not have unit of conversion.For example Below SKU has no Unit of conversion  Another SKU has conversionsit shows two time in GI  During my Observation every SKU has one record saving in DB, How can get the exact records with out showing dummy information

Hello all,I have the below Po order details & the result in PO Order report:The Inventory IDs are same for all, but have modifications made in the Line description column PO Order report PO641000When we compare the above screenshots we see that the Line description are not on the same line number as in the PO screen (PO301000). So I am looking to print the descriptions & details in the same way as they are entered in Line level in PO Order.How can I achieve this?I tried the below in report designer, but still no changes, Thanks. 

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.