Reports and Generic Inquires

Hi, there is a standard ‘Production Ticket’ printed form and I want to modify the layout.Here is my current design:And below is how it shows. However, it only printed the first operation and first Work Centre in the BOMBelow is how I want it to look like. It should include all Operations and Work Centres in the BOM and so as the green boxes and lines should be printed based on how many operations and work centres there are. How can I achieve that? 

Am I correct in understanding that the Inventory Transaction History screen (IN405000) does not include any history related to drop shipments? From what I can tell Invoices (from sales orders) and Receipts from drop ship POs are not showing up on this screen. Aren’t those part of the transaction history of those inventory items?

Good day,I have business event that updates the SO Line as Mark for PO.  It works fine.  However, we have come across an issue with it updating the SO Line when the Order has the same inventory ID.  The Business Event update only one line correct and leaves the rest.  The trigger conditions are below.Has anyone run into this situation?  My thoughts are it is due to with Raise Event selection. Thank you.  

Hello, My company has multiple cross references for each product. One is global, one is an ISBN, and another is a Customer/Vendor part number. On my SO report and Invoice report, I need to include the ISBN. I am having trouble writing the logic necessary to say that if the alternate type is GTIN/EAN/UPC/ISBN then pull the alternate ID. If null, nothing. Thanks​​​

Hello, I am looking to create a GI that shows dead stock but includes production orders. If this is not possible, I would like to create one for production usage only. Any tips would be helpful. Thank you. 

I am reviewing a customized GI that my colleagues built that is now throwing errors on a specific field in a client site. We are receiving a “Divide by Zero error Encountered” when sorting or filtering this column It is likely this issue started after upgrade, as this client was just recently upgraded and this GI was built a year agoAny advice would be welcomed :) (the goal of the field is to show the % billed for projects)   

Hi Community,I am looking for a way to allow our approvers to track their own approval history across multiple modules. Currently, we are using Expense Claims (EP), Expense Advances, Purchase Requests (RQ), and Requisitions.In Approvals (EP503000) screen, once an approver approves a document (EC or Request), the record immediately disappears from the list because it is no longer pending.Specifically, I want each approver to be able to see their own "Approved History" (Approved items only).

In the classic dashboards, when you click on a KPI widget it takes you to that GI with all your filters accurately displayed so you can see quickly what info makes up that KPI. In the Modern dashboard, it does not carry any of your parameters from the dashboard over to the GI. You would have to refilter from there. This seems like a regression in Dashboards. It was much easier to view what the KPI was made of before switching over. Has anyone else experienced this? Is there a solution in the works to use the behavior of the classic dashboards since that was easier to navigate and get information fast?

Recently updated to 2025R2 and using Modern UI, the column configuration is not saving, even when changed on the column configuration button (now gear) and saving it.  Any ideas on how to make the new configuration stick?  

Looking to see if anyone else has come across this error in business events:This is the first time I’ve run across it, and it shows up when I click on an existing business event, or when I try to select the screen in creating a new business event. Our current business events seem to be running without issue I just can’t access to make changes or create a new one. Our partner is opening a case with Acumatica, but I thought I’d reach out to the community as well for answers/suggestions. We’re in 24R2 with a few weeks to go before we are ready to upgrade. On a side note, the error does not occur in our 25R2 sandbox. Thanks! 

We’ve been working with a few manufacturing shops on Acumatica and keep seeing the same pattern:Dashboards take weeks to stand up — mostly because everything runs through Generic Inquiries. Not hard, just time + iteration.Meanwhile the shop floor is asking pretty simple questions:who actually clocked in and is working right now are we going to miss shipments this week what material is supposed to arrive next weekSo there’s this gap between what’s technically possible and what’s actually usable day to day.Curious how others are handling this:Are you building GIs internally or relying on your VAR? How long does it usually take to get something usable? Any shortcuts you’ve found to speed this up?We ended up building a few simple dashboards outside that answer these directly, and they get used daily — happy to share if useful.— Alex

Hi, I'm having trouble in the report designer, maybe someone can help me ? I have created an SQL view in the database and tried to display it in the report, but only 1 data appears in the report, even though when I query select in the database there is a lot of data that appears.  

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Hi,I created a Power BI paginated report and embedded it in Acumatica. I’m able to view the report without any issues, but another user is unable to access the report screen within Acumatica.The same user can successfully open and view the report directly in Power BI Service, so it doesn’t appear to be a permissions or licensing issue on the Power BI side. I also contacted Microsoft Power BI support, and they confirmed there is no issue with Power BI.This issue occurs only when accessing the report through Acumatica.Has anyone encountered a similar issue or can provide guidance on what might be causing this? Any leads would be greatly appreciated.

I have a client that has an Acutal and a Cash Basis ledger. Is there a way to include the ledger selected in the column header to prevent confusion for the user?

I would like to create a generic inquiry to use in a Pivot Table, to display the GL transactions linked to active projects.I am really struggling to link the GLTran.ProjectID to the PMProject table, I’m getting errors with both the ContractID and the ContractCD field.  Any suggestions?  

Hello! I am having an issue with two embedded widgets that I placed next to each other on a dashboard. These are views into two different manufacturing schedules that we have going in the system and we need to use the embedded webpage instead of tables. For some reason, it often loads with this big white space that covers half of the screen. It happens on most browsers and only loads properly if I get lucky (seemingly). Does anyone else face this issue and know how to get around it? For instance, here are some pictures of the dashboard (one of which is zoomed out to the most allowable value):Typical Dashboard View w/ Issue:  Zoomed out Picture:  Thank you!

Have a scenario where a business event hasn’t fired off since the patch to 25R2.  The end user is in the process of changing VARs so I can’t open a ticket yet.  Has anyone come across business events not working after an upgrade/patch? We tried clicking Track all fields and that didn’t work.  We have looked at the joins on the GI and it seems to be something else. Remittance is showing up blank. 

Each of my report pages is based on a single record. I’ve heard it rumored that there’s a possibility of making a variable at execution time which would record the value I’m looking for ([PMQuote.CuryAmount]) and return 1 or 0 (or True or False, etc.) when [PMQuote.CuryAmount] > 3000, and then I could use that variable (somehow? Not sure) to control whether or not my background image prints on a page.I’m new to Acumatica, so I don’t know where to start with this. Can anyone please advise me as to how I might go about doing it?

I am having trouble moving GI Condition rows using the “Move Row Up” and “Move Row Down” buttons. When I select a row and click the “Move Row Up” button nothing happens. In my screenshot below, the only way I can “move” the row at the bottom up to the second row is to delete all 17 intervening rows and then manually add them all back below the new row. I don't have an option to import criteria either, which would be useful here.Is this really the only way to “insert” a GI condition somewhere other than the bottom row?Can’t Edit GI Criteria Row Order Thank you!

We redesigned the PO641000 form and are able to print from Printed forms, but not from the actual Purchase Order on Screen PO301000.  We are using 2025 R1 which has still the classic UI.  Just went down an AI wormhole and still could not get a solution. All tips greatly appreciated.  

Hi All,I am trying to get OpenOrderQty to show on a GI that is based on Purchase Receipts screen. I have linked POReceipt to POReceiptLine as per DAC Table, however the value for OpenOrder QTY does not show up.If someone can let me know what is missing in order to make this work, it would be wonderful.Kind regards,Calvin Law

Hey Guys,I need a little help, i have a back order report im pretty sure i found on here. ive made some changes, but i’d really like to show the expected dates for the items. Im having trouble relating tables todo so. Is it as simple as adding PO.POrder to the table then adding a relation? the relations confuse me.