Reports, GIs, Dashboards, Pivots
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Hi all,I have this Sales Invoice print preview in Acumatica.when exporting it to excel while in ‘Auto’ excel model in report designer, it looks like this. These boxed amounts should have been in the lower right corner cos there should be a long gap between.I want to set a default format when exporting Sales Invoice to excel that will place the details exactly where their position in Acumatica preview is. I know that I can set the excel mode to ‘Manual’ to specify the column, row, height and width. But when putting excel height and width, I’m getting error. What is the correct way I can get the desired result?Thank you!
I’m currently modifying this report. Regarding to this report there is a custom table called APPromaItemList in my instance which contains the sales order details along with the proforma invoice details. Bellow screenshot depicts the modifying invoice report.Modifying Invoice Report000010 is the corresponding sales order number for the above invoice report number 000004. Please check the below screenshot.By this sales order number 000010 I'm generating a sub report of this APProformaItemList table to obtain the ProForma Invoice number. But when generating this the same Proforma Invoice Number is printing 4 times as shown in the above screenshot. It is not what I expected. I need only to print it once. So to overcome this issue ,I grouped by using the Reference Number in the APProforma as shown in the below screenshot.Screenshot of group byBut it was not success. So, to overcome this issue please give me some guidance. Thank you.
Hello, I am currently putting together a GI that will provide inventory on hand values on a specific date. With this, I had added the InTran table to acquire the InTran.TranDate values for the Parameters tab. With the addition of the InTran table, I am now getting a large number of duplicate values from the GI. I assume the reason is join related, but I am having trouble getting these duplicates removed. Any assistance would be appreciated! Results Joins
Hello, does anyone have an inquiry that lists bills and the payments applied to the bills? I am having trouble with my inquiry. The joins seem find but not all results are populating.
We have a GI with a calculated date field that returns no results when we apply a quick date filter to it. Any suggestions on how to get the filter to work? Thank you!
I created a new report and added it to work space. But I can not the pass the parameter to the report. Please check the below screenshot. Can you please give me a solution to fix this issue? Thank you. Below screenshots depicts some preparation details regarding to my new custom report.My custom reportPassed parameterSet Filter
We added the trackingurl we receive from Easypost onto a shipment confirmation document. This prints as a link perfectly when we have just one box. If the shipment has two boxes, I cannot get this to print at all. I’m thinking it may be how the table joins are setup, and we’ve tried several variations with the same results.Any suggestions will be greatly apprecaited.
I have published Generic Inquiry that functions as designed. All is well except there is a request to be able to print the results. Can you make a generic inquiry printable without first exporting to EXCEL? Thanks!
Hi All,I got issues every time we publish a project on Customization Project, my customized GI will disappear from the workspace (even though I added it into Site Map & Workspace). In this case, we usually go to access right and grand permission again and then it will appear on the workspace.Like Report Designer, we lost the previous version of the report after publishing the customization project. Currently, we save the newest version in another storage and upload that version again after publishing.I guess there is something wrong with my step but don't know.Thank you for your advice in advance.
I have a dashboard with a scorecard tile that gives an invoice total for the current year. It is set up with parameters for date so that if the user onlys want to see the invoices for February, they can choose the appropriate dates on the dashboard. Then there is another scorecard that gives the invoice total for the previous year to date. It also has parameters so that the user can choose the dates and compare invoice total to to the same month last year for example. I have added a trend tile and it updates based on the salesperson selected, but does not update based on the dates selected, so that if the dashboard user selects February of 2022 and February of 2023, the trend tile still displays the trend for all of 2022 to all of 2023. Is there a way to configure the trend tile to also consider the dates selected by the user of the dashboard and give a trend for February 2022 to February 2023 if that is what the user has selected? I have selected last year as the period to compare.
Hi all,I have already added parameter filter date but it does not work. I filter the creation date of that GL based on field Batch.CreateDateTime as below.Pls advise me if I misunderstand sth.Thanks in advanced.
I am trying to build a GI using the INItemSite table to display the InventoryID and the MinQty designated for each warehouse. I’m trying to use the following formula to limit to the MinQty from a specific warehouse and will duplicate several times for each warehouse (grouping the results by InventoryID):=IIf([INItemSite.SiteID]='Warehouse-01',[INItemSite.MinQty],0)However, when I try to view the results I receive the following error message:Conversion failed when converting the varchar value 'Warehouse-01' to data type int. Anyone have any suggestions around this? I would imagine this error means the INItemSite.SiteID field does not actually contain the text data but is actually a numeric value assigned to that SiteID, but I can’t figure out how to fix this GI. Seems fairly straightforward.
Hi,Is there anyway on this screen to not make lot/serial nbr mandatory? we like all the information on this inquiry but would like to see all items and make it so the cost can include landed cost. or does anyone know of a GI similar to this that can show that information?
Hi I'm trying to print a report where the main report has a sub report , which might have a single page or multiple pages I want to print each page separately. but the report is continuing or mixing with the previous page.I tried adding in details section but it is not working. it repeating every page twice.this is the first page this is page 1the 2nd page needs to come in new page this is the sub report and it’s behavior
Hi, A client is using the Production Edition. The Sales Order lines can be tied to different production orders. We are trying to get the earliest start date of the production tickets and print it in the header of the Sales Order. I created a subreport that prints the Min ( AMProdItem.StartDate) correctly. I even have it set as a variable that prints $EDate = Min ( AMProdItem.StartDate). These are both printing correctly in the subreport. My question is how do I / or can I get the $EDate to be returned? When I set the Value as =$subReport1_EDate, I get a zero that prints. Or is there a better way to get the earliest start date from multiple production to print on the Sales Order.Thank you, Bill
I have a GI that shows Serial #s for a particular Inventory ID that have a QtyAvail greater than zero. I am using the INLotSerialStatus table. In v2021R1, whenever I allocated a serial # for this Inventory ID on a Sales Order, it would update QtyAvail from one to zero, hence making that Serial # disappear from my GI result. After upgrading to 2022R2, the QtyAvail field in the INLotSerialStatus table is no longer updated upon SO Allocation. I cannot figure out which table gets updated upon SO Allocation for a Serial #.
HiAny idea why my report designer is giving an error after power outage, does not download any report from acumatica and when try to open from server or save to server this is the errorThanksVivian
Hi there,My purpose is know in the end of period how many good in transit I have so I have already created a new GI to show quantity in transit but the system does not understand which transfer has received but only understands which receipt has the transfer.Example here I dont want to show transferNbr 1037 which have receipt. Pls advice me if you have any idea.Thanks in advanced.
