Reports and Generic Inquires

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? 

Hi, We are building a complicated GI scenario related to a custom margin calculation and looking for some help. Here’s the scenario: We sell item A (stock item) and upgrades associated with item A (non-stock item we will call item B). We have a pricing tool that provides a suggested price (we call this MSRP) - on the Sales Order we have created a UDF that our team enters the MSRP. We are looking to measure our Sales team performance by calculating the % difference between the unit price on item A and item B against MSRP. Here is a simple example:SO0000012 MSRP (suggested price) of $5000 Unit Price Item A $4500 Unit Price Item B $1500 In this scenario, the math would be as follows:((Total Price of A + B)/(MSRP)-1) x 100((4500+1500)/5000)-1)x10020% - This would be a favorable margin by the sales rep. I am building out a GI to perform this calculation and I am very close but hitting a roadblock. Here is what I have done so far:We have mapped the UDF - MSRP field on the Sales Order to the

Hello Community,I have a graph that I need to create that will show 6 or so months at a time of inventory value.  I attempted to create a GI similar to the Historical Inventory Valuation and it is not working how I had hoped.  My GI seems to be working for the most part, but the ending balances do not match those on that report writer form.  Which has a few formulas mixed with different aliases to create the ending balance.  Any suggestions of a report that I could use to create this graph with?  Thank you,Trisha

Hi All,How can I remove the repeating sub-headings on this report when I export it to excel, please? The report is “Historical Inventory Balance” 

Hi,Does anyone know how to reset line number to 1 in PO641000? The number in my report is starting with number 5 because the previous records were deleted. How do I reset it to 1?The report is currently starting from 5In the system, the previous records before 5 were deleted. 

I am looking for an Acumatica out of the box Inventory Usage report that will allow our organization to understand our usage of inventory to help us update our min., max, and safety stock levels. I saw Acumatica has a future consideration that was proposed for this but I don’t see any update on the item. We are on 2023 R2, and I have to think there is functionality to review, analysis, and update the min., max, safety stock levels, etc. based on usage. Can anyone help me out with this?

I’ve encountered a weird formatting issue with Report Designer. Preview looks fine, but after printing to PDF, all I’s, some lowercase L’s, and periods appear bold and strangely formatted. Sample below:   If I switch report from HTML to PDF default, the problem disappears. But, the logo looks terrible, so I need a solution that allows printing from the default HTML view. Anyone have an idea? Thanks

I am trying to bring over the Customer from the Sales Order through the Purchase Order Details by Inventory Item Report. I can see that the SO Demand section is pulling the Data through on the SOLineSplit3 table and I have attempted to join the tables together with the settings shown in the picture but it just prints out blank. does anyone know how I should be Joining these two tables together to get that Customer ID as a Field I can add?

I want VAT No and SVAT No records with the same Ref No are printed on the same line, avoiding duplication  

Hi, I've created a business event from a generic inquiry that triggers based on a schedule and generates an email within the system to notify a person.I need to add a list of all the records to the email template.For example, I want to include the following list of records in a single email when the business event triggers and generates the email within the system.How can I accomplish this? I’ve found below Acumatica blog and tried using foreach loop, but it didn’t work. http://asiablog.acumatica.com/2018/07/loops-in-notification-templates.html   Thanks .

Hello all,I would like to know if we are able to create an export scenario using Biz Event using GI. If not then how can we run an export scenario using GI. Thanks.

I would like to run a report with the data in the APTranPostBal “table”; however, it is hidden in the DAC. Has anyone used a variation of this in a GI (preferably)?  

Hi All,The issue pertains to version 2021 R2 Build 21.212.0039.that we are using currently (planning to switch to version 2023 R2 Build 23.207.0025 next month)After completing a GI, we are facing the same issue of the Screen ID reverting back to 00000000 and disappearing from the saved list in their respective workspace (ReferNot only that, even the Save button for creating Filters is disabled. Because of the Screen ID reverting to 00000000, the GI is not available in the Access Rights screen. The error message reads "Sequence contains no elements”Does this issue persist in version 2023 R2 Build 23.207.0025?Any help/suggestion please? Manish

The report header section is displaying below the page header.Any ideas on how to correct this?It looks fine in the report designer window.  But when I actually run it they are in the wrong order. 

Hi, I am trying to create a customized GI so I can filter by Project Task ID, Subaccount, SubAccount Description, and actual line item total for Project Task ID. Part of this should pull from the revenue budget. I would also like to add the expense project task id, total and margins for both revenue/expense project task ID. I started for the revenue part. See screenshot. However, I am having issues with the total not pulling for each Project Task ID. What I am missing from my GI setup? I have attached my actual GI. Any assistance would be great.  Thanks,Frances  

We just upgraded from 2021 R2 to 2023 R2 and I noticed a generic inquiry that was throwing an error of: “Operand type clash: datetime2 is incompatible with int” I looked at the DB on both 2021 and 2023 and the field “RequestDate” seems to be datetime2 in both versions. Does anybody know why this statement below would no longer work? If I swap these fields to add a +1 on the “ConfirmedDateTime” it works correctly by adding a day to the date.I have a workaround but I was just curious why this is no longer working or a way to get it to work correctly. =IIf(([SOShipment.ConfirmedDateTime]<=([SOLine.RequestDate] + 1)), 1, 0) Thanks

Good Afternoon,On the image below...I thought making new tabs to accommodate my monthly reports with different column orders would be a simple way to refresh each monthly (copy / paste) and update my excel files, but noticed when I make a change on one, each tab changes as well. Is there a solution for this not to happen? Do I have to make separate data views (multiples) so I do not have to keep changing my reports? Any help is appreciated/   

Hello,      I get a lot of help from other community users. Now,  I have found a trick to fulfill 1 requirement, and I think this trick might help others someday. So I’d like to share it out.      Note:  if someone has a better way to do it, please let us know.The requirement is:          To display the historic Inventory balance of a given period, could be a week, half-month, or any date frame.Solution：      Acutally，Acumatica has recorded the beg and end balance of each item on its transaction day.But only the first line’s begin qty and last line’s end qty are need to be displayed according to my requirement.          I have used report designer to fulfill it. below are the steps 1, Create a rpx file, and create 3 variables in detail section.The key here is assign the begin qty only when the linenbr=1=IIf( $LineNbr=1, [INItemSiteHistDay.BegQty],$BegQty )And EndQty= [INItemSiteHistDay.EndQty]So it would finally get the last line’s endqty2, Make the detail section visible=falseand make