Reports and Generic Inquires

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 Wondering if the course is out of date?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:  

Each time I try to open or create new generic inquiries, I get the message:Value cannot be null.Parameter name: PXCacheNameAttribute Any ideas on how to fix this? 

I have a GI which I would like to show a column with not only the date, but also show two columns with the Year and Month part of the date. I have tried using =CSTR(Year([ARTran.Date]), =CSTR(Month([ARTran.Date]), =Year([ARTran.Date]) (using the formula editor for the last one), but the column, sadly remains empty. I am not using it as a filter, just need the two added columns.

Hello,Created a GI and added all of our data fields.  Inquiry loads perfectly fine.  However, we can’t search the data field “InventoryCD_Description”.  When I try to check the box that says Use in Quick Search, it doesn’t let me.  Any idea why?    

Hello community,Where can I see monthly gross profits for projects? If we dont have any data views created for this, then which fields shall I consider to check the numbers?Thanks.

Hi all,Why can I see the Contact table in the Schema Builder but not in Expression Editor.   I am using the statement notification email template and there are a specific email setup on the customer contact and set in mailing & printing tab So I am trying to send the customer statement to the mail address that I setup on the customer mailing and Printing.  Thank you in advance.Dries  

I want to add a filter to the report in the report designer. The filter is based on the LastModifiedDate of the AMMTran object. So far, I have tried=DateAdd(Today(),'d',-1) and Today(), but both these filters are not fetching the data correctlyHow do I get the date filter to work?Thank You.

So the request was to add the Recurring Unit Price to the Generic Inquiry for Service Contracts [ScreenID: FS3057PL].   However, when I add the item to the results grid after joining the FSContractPeriodDet Table to the Parent Table: FSServiceContract, I get duplicate line entries on the GI.  I have tried a few things to remedy this and can’t seem to figure it out.  I tried grouping by the Service Contract ID, but it totals the amounts of the lines and that is not correct.  There should only be one line per Service Contract.Here is the GI: Here are the results:  

Hello,We have a GI that shows our Purchasing Dept. what needs to be re-ordered for items.  I’ve been able to create the whole thing and use the Row Style to highlight High Priority items in ‘red’.  They have asked if I could instead just make the color of the values ‘red’ instead of the entire row.  Specifically the Qty. On Hand column.  Picture below. 

Hi, We are trying to print a PDF document, a 2 page Terms & Conditions, after the Order form prints. I have been able to convert the PDF to jpg & embed the jpg in the form. But the T&C prints condensed & does not fil out the page. I am wondering if there is a way to designate a PDF to print or if there is a better way of accomplishing this. Should we store the Doc in the Database rather than the form? Any other ideas? This is a cloud environment (AWS) .Thank you, Bill 

How can a GS1 code be mapped withe the report designer?Do you have any ideas or solutions? Thank you.

Hello all,I have been creating a GI and I am looking to display the below highlighted value out of the other multiple attribute values: Employee Payroll Settings formI have created a join as below: But it displays the value in some other alpha-numeric format: How can I display the correct values?Thanks in advance.