Reports and Generic Inquires

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

Hi there, we got duplicate Vendor appeared in Vendor list. Not sure which generic inquiry duplicates in the relationship tab. I have exported AP vendor in xml. Could you please review and advise? Thank you.  

Does anyone know how to show the GP % total as a % for a group of records by date periods?The individual lines work across Sales/Profit/GP% but we need a total of the %. We tried AVG (in screenshot below) but it doesn’t work.  

I asked my Acumatca team how to customize reports and I was advised to watch course S150. But it has me downloading a file that I don’t have a program for. Wondering if the course is out of date? I tried searching in Acumatica ERP for report designer but nothing popped up. Thanks!

Hello.  Are there any Canadian users that are generating the CPA Standard 005 AFT file out of Acumatica WITHOUT the Canadian Localization package? We already set up our sales taxes and don’t need anything else in the Localization package. If you are using the Canadian Localization package, have you had any issues in your non-Canadian branches after applying the package?Thank you in advance. 

Hello,I have a customer who would like a generic inquiry that presents the list of kit components like a BOM (i.e. a column for the parent id and a column with all of the components of that parent). The problem is that stock and nonstock components are in separate tables.Has anyone been successful with this?

Budgets for Revenue A/C (40000) and Sub A/C combination by Period

All,I have a GI row style for customers that works well. If a customer’s status is “One-Time”, the row is highlighted red:  =Iif ([Customer.Status] = 'T','red20', 'default')But, when selecting customers from a Dialog -- let’s say we’re entering a Sales Order -- we want a One-Time customer to also be highlighted red. As an example, the rows I highlighted should be formatted differently so our Customer Service agents can more quickly identify One-Time customers.Do I need to modify the Dialog: Specify New IDIn a customization project to achieve this?Thanks for any suggestions/pointers, this is all new to me! :D

  Hi ALL,For example we have Account (16400): Accumulated Depreciation: Land and BuildingsOn the Row Sets of the "Profit & Loss" report > Net Income (Loss) line > we want to add the value of the Account (16400) I have tried as shown in the screenshots below but have not been successful.  Please guide how to do it ! Best Regards,NNT

Does anyone know why the same report would squash “one cell” text when moved from Sandbox Report Designer to Production? Settings are the same in both --> we can't seem to find line height, that is our only idea where this might be a solution.I was able to edit all other text fields to single lines as it happened in every combined text field. But I don't want to adjust the "bill to" and "ship to" fields because they're formulas. Same goes for the "Description".

Can someone help me with the joinin to get the Approved Employee from this screen ?I want to get the approved employee related to this Refnbr. I tried so many ways but none of it is working.This is the joinin that im currently using in my report schema builder.Also the dac mentioned in the inspect element of the approved employee is hidden. Therefore i am trying to get it through its base dac which is EPEmployee. Also once the record is approved the name and id goes to EPApproval dac. How can i navigate from APPayment to EPEmployee/EPApproval in order to get the approved employee name ? Please help!

Hello, Working on report designer SO643000.rpxI have been looking through a few solutions on the discussion boards about adding the Shipped Qty as well as the Open Order Qty onto the Invoice without duplicating lines or having the whole report error out. None of these solutions have worked for me so far. I have tried the following connections:ARTran-SOOrder  & ARTran-SOLine \\\\SOOrder-SOLine \\\\ARInvoice-SOOrderShipment & SOOrderShipment-SOOrderLine None of these three solutions has worked out. I either get duplicated values or the whole report errors out. Does anyone have more suggestions? Thanks,Megan

but I cannot filter it. I use this : =Report.GetFieldSchema('Contact.ContactID,CustomerID')

I need to load Invoice numbers related to a specific customer. How can i achieve this? I am passing ‘ARInvoice.RefNbr.CustomerID’ in the report designer parameters but no invoice numbers are displayed. Please help!Report Parameters 

Is it possible to put in a condition to not display a text field in the page header section if the results is in the detail section?I have tried different conditions but it only seems to work when I put the condition in the details section, but this results in the text field being added per line. So when I run the report and there are no lines to display currently the heading still displays:  here is an example of when there are lines to display: