Reports and Generic Inquires

Hello all,I have been looking how can I calculate the number of payments done by the customer in a GI?

We have a report that we want to highlight the last billed date if it is six months or older, but I’m having trouble getting the correct coding to make it happen. I know that I’ll have to have two overlapping fields, one visible for the highlighted dates, and one visible for the non-highlighted dates. For the highlighted dates, everything I’ve read has lead me to believe that =[ContractBillingSchedule.LastDate]>=Today(),'m',-6 should work, but it doesn’t. I’ve tried adding additional parenthesis, apostrophes, etc., but always get the same error: Syntax error in the expression. Context: TextBox 'textBox53' property 'VisibleExpr'  Any ideas? I’m sure it’s probably something simple that I’m missing. 

After the upgrade to Acumatica ERP 2023 R1, I cannot open or print a custom Check Form with Remittance (AP641000) form due to the “The report cannot be opened because it includes a table (ROUTINGNBR) or a field (AccountID) that does not exist” error message as shown in the following screenshot. 

I have added the header Notes to the body of our Project Invoices and that works fine.  However when the doc type is Credit Memo, the Notes get duplicated in the body of the printed form.  How do I fix this?  

All,I’m seeing the following error on our transaction labor report. The Opr Nbr field is throwing an Invalid field error:I checked in the Report Designer schema and everything appears to be linked/associated ok. Is there something obvious I’m missing? 

Hello all,I have been trying to add a parameter of the line level Note Text in a report. i would like to filter and display the results in the report based on the term entered in the Note Text field. So till now I have tried to add as follows:  So as an example: if any of the records has a note text entered as “record is accepted”So if I type “accepted” in the report parameter then the system should only display the records that have the text “accepted” entered.So as a result the report should display my record as “record is accepted” since it contains “accepted” in the string.Also to mention the parameter that I am trying to add is not getting displayed on the scr

How can I display all the Line details in a report? I tried to following syntax, but it only displays the first line : Thanks in advance.Also I am looking to apply the PXFiltered Condition, so it is like if the line detail → Account column contains the word/number “200” then only it should display the line detail.

Hello! I’ve created a business event to send out an email with an attached form (AP payment remittance) whenever it is triggered (or payment is issued). I’ve created this same exact event and form in another tenant and it works perfectly! However for some reason in this one, it will send the email and form, but the fields appears blank. I’ve tried recreating the event and form several times and nothing seems to be working. Does anyone have any idea how to fix this?  

Is there a way for Report Designer do a proper validation for sub report variables?The Expression Editor always returns this error when validating a Sub report variable, even when the syntax is correct:The variable returns the expected value without any issues when you run the report.Knowing that this is a false check, we are just very careful with the variable syntax in both the main report and the sub-report.Thanks   

Hello team,I would like to know if it's possible to set a default value for a Generic Inquiry Parameter. Specifically, I want the parameter to pull financial periods from the prior period.For instance, if I am logged in with a System Login Date of 1/9/2024, the Period parameter currently defaults to 01-2024 when I open the inquiry. However, I would like it to default to 12-2023 (December 2023)Regards,Sagar

Hello, I have a report created to track changes made to vendor profiles. Then I’ve also setup an automation schedule, business event trigger, and email template that will send out an email once a day with all changes to vendor profiles from the previous day. The email gets sent out only when changes were actually made the previous day, which is fine. However, the issue I’m still facing is that when using the HTML embedded format for the email, it only shows the top 3 lines from the report. I’ll share the schedule and business event here. The report also is created from the following generic inquiry.  Does anyone know why it won’t show all the record changes?  Thanks!

HI, I added a parameter to a GI. I want to use that parameter in the filters that create a tab via the funnel. I do not see how to do that. The case is that we have a GI to show SO type transfers. The parameter is for warehouse. The condition uses the parameter to display the order if either the Destination Site ID or the Default Site ID. I want to create tabs for the To warehouse & the From warehouse. Thanks in Advance.

Hey Community!I would like to make a GI available to our portal users, as the standard screens offer hardly any possibilities for dashboards and these queries should serve as a basis for KPIs.For example, I would like to build a GI for the cases. However, all tickets of all users are always provided there. However, the users should of course see the data records that affect ther Business Account.In the conditions, I have tried different variants, for example with Contact.BAccountID and CRCase.CustomerID. However, without success. Do you have any tips?Thank you very much!

Sales Order Quote Report  Print-Quote-Form: Screen ID SO641000

Hello guys, Main question is:Can you go back and recalculate a Stock Item Unit Conversion Factor that we just changed on previous orders so it can show the correct sold amount of Gallons? Problem:We found the Gallons for product  7352 - Pool Acid, and 4980 - Muriatic Acid   were not being added and calculated properly.In the reports they showed as 1 gallon each, when they are sold as 1 pack = 168 Gallons each.  Change/TestingWe then made a change to the Stock Item Conversion Factor as you can see below.  “1 Unit = 168”We tested by adding the product to a Sales Order, completing it, and then running the report and it showed the 168 Gallons being added. Result/ProblemOur whole report doesn’t show the correct Gallons for these in last years’ sales.  Is there a way to go back and recalculate these usi

Hello everyone, I understander GI and GN line type in ARTran table. But what is DS and MI line type? I can’t find any information about this. 

I read somewhere that with 2021 R2 it should be possible to make URLs clickable in a Generic Inquiry.  Does anyone know if it’s possible and if so how do you do it? 

Community,I’m looking for a way to be able to export a GI that has the total aggregate function set up.  The report that I have has multiple items that have the SUM aggregate function set up, but when we export that to excel, that information does not export. Is there a way to get this to export?Bottom of the GI report Thank you!Trisha 

Age analysis with ODATA report – how do I create generic inquiry that includes ageing buckets with comments from system

HelloI have a number in Acumatica Report which is calculated from following expression:How to display this result from Decimal in words?I found  a few articles but it isn’t what I need: https://www.acumatica.dev/admin/decimal-amount-into-text-words/ but it converts a value of field to words https://acumatica12.rssing.com/chan-6994821/article91.html build very long formula so it isn’t suitable for my case with Trillion number

In our previous version of ACM (2022R2) i had made a generic inquiry that was a central place to see all items that are backordered. I am currently testing in the 23R2 sandbox and that inquiry will not work. Here is what it looks like in our current LIVE 22R2 version. I am not sure how to fix it in the new version.. it looks like they changed some DAC’s.. Can anyone help? Thank you! :)  

Good day,I am trying to do nest IF Statement for the style based on the results.  I have a syntax issue which I can seem to resolve.  Any assistance would be greatly appreciated.  I have work on a couple of hours now. Thank you.=IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=0,'Green60'), IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=1,'yellow60'),IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])='-1','yellow60'),IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=>2,'red60'),IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=>-2,'red60')

How to Hide Zero from a report.Highlighted fields should be hide?  

Hi,In the case we have a multi select combo box attribute like this :Attribute I want to isolate a specific value of the combo box like the last one (ValueID=Complété).For this, i put a formula in the GI and I get this error message(Picture Below).=IIF(INSTR([FSServiceOrder.DOCUMENTS_Attributes],'Complété')=1,True,False) I putted a Schema Field “FSAppointment.Completed” GIDo you have an idea how to resolve this?Thanks!

We’ve run into an issue where the Submittal GI is showing different results depending on the computer it is being viewed on. On my computer I see everything correctly, whether I’m logged in as myself or one of the users who see different results on their computer. It also doesn’t matter what browser I have Acumatica open in, I still see the correct results. Everyone who has the same computer as I do, also see the correct results. For the others seeing varying results, some of the submittal records are showing twice, and some aren’t showing at all. I’ve noticed this seems to happen with records that are at or near the end of the page. On some computers, you’ll see the records on one page and then the same record shows again at the top or near the top of the next page. These should be completely different records. Each time one of the records “duplicates” it causes the real record that should be on that row to not show in the results. If a search is done the record will pull up