Reports and Generic Inquires

Hello all,I have been trying to build out a report and i have the User ID set as parameter . So if any user ID is selected under this parameter and the report is run, the full name of the selected User ID isn’t getting displayed. Kindly let me know what is it that i am doing incorrect.    Thanks in advance.

Hello TeamWe have a requirement like get the next thursday date based on the current Date in GI. Tried in the SQL like below and it is working fine, Can you please provide Equivalent syntax in GI.DECLARE in SQL @GivenDate DATE = '2024-05-15';  SELECT DATEADD(DAY, (4 - DATEPART(WEEKDAY, @GivenDate) + 7) % 7, @GivenDate) AS NextThursday;Could someone please help on this.Thank you.  

When the report executes, I want to get the Current Available Credit value of the Customer to the Customer Statement MC report. Please check the below screenshot. But when inspecting the relevant DAC(CustomerBalanceSummary) shown in the above, it is Non-existent in the DB. Please check the below screenshot. So can i know how to get this detail to the Customer Statement MC report? Thank you.

We have created a generic inquiry which calculates the difference between the last user password change date and today() to get a number. This works.We now want to use that number to filter the records.e.g daysSincePWChange is greater than 0. The filter works if we use EQUAL or STARTS WITH and a given number, which means the result is being treated as a string. What can we do to ensure the calculated results are treated as numbers? Regards 

Hello everyone,I'm working on a report in Acumatica Report Designer and have encountered a challenge. My report includes multiple records grouped by a specific field, and I need to display only the first record of each group.I’ve been exploring the options in Acumatica Report Designer, but I haven’t been able to figure out how to accomplish this. Could someone guide me through the steps or provide a solution to achieve this?Any detailed instructions, tips, or code snippets would be greatly appreciated! Thank you!

Trying to get the time difference from when a sales order was created and when it was shipped. The only function I could get was DateDiff. Is it possible to get the time in the format of “HOUR:MINUTE”? =DateDiff( 'MINUTE',[SOShipment.ConfirmedDateTime],[SOOrder.CreatedDateTime])*-1   

I would highly appreciate if someone can please share Generic Inquiry or show me DAC and its relationships of Purchase Order inquiry with approver information (that are in tab Approval Details). Particularly I need to show Assigned To field into the inquiry.Thanks.

I am trying to create a GI to compare a customer sales order totals to the open order value from the Customer Financial Tab.  Is it possible to use the DAC CustomerBalanceSummary in a GI linked to Customer ID in Sale Orders? 

How can I include the Service Contract Billing Period on a report/GI? 

I am working on a box label when I noticed something odd and can’t seem to figure it out. Within our database our shipment packages might have many lines.   However, when I go to pull that field =[SOPackageDetail.LineNbr] on the Box Label I only get 1 line showing everytime. However, you can see the details below pull different information, specifically the weight. I am joining two tables SOShipment and SOPackageDetail. For whatever reason I can get the weight to pull correctly, and even the BoxID if I try. But the LineNbr always shows one.  

Hello Everyone,We have created a Generic Inquiry screen and it is taking 2 minutes in production (where as I have 1256007 records) and this GI is loading very fast in my local machine as I have less number of records.Attached this GI for your reference, can anyone help me to optimize the performance with this GI, when we have huge data.  

All, I have a pretty rudimentary GI. I need to filter values with a check box. So I created a parameter and then a condition. Essentially, if the check box is checked I need this to be true:[SOLine.ReasonCode]<>'PENDING'If the SOLine.ReasonCode = ‘PENDING’, then do not display those pending orders in the results.This is what I have. When I click the No Pending check box, all records disappear. I’m not sure where to include the [SOLine.ReasonCode]<>'PENDING' 

How is Device Hub supposed to work?  I’m very confused with the community posts and help files.Scenario:I have a custom form.  I have set the form to print to my device hub printer in user profile.  When I run the report to preview and then click Print, should the form automatically print to the device hub printer?  

Trying to make a GI that has a Condition to only show results is a specific Warehouse Item detail exists, and if that Warehouse Item detail has the Override Replenishment check box checked.  This is what I have currently:But my results do not filter out just the check boxed items.  And I triggering the validation of a check box incorrectly?

Hi,Does anyone know how to resolve this error? I am unable to access report IN615000 Inventory Balance Report.Thanks for any help.  

Hello all, I’m fairly new to Acumatica, and wanted to know how all of you have installed databases, i.e. Microsfot SQL Server or MySQL.  The Aumatica instance is in the cloud but the database would be on prem.  I supposed there could be a way to move it.  My goal is to write SQL to query the database using DAC’s, but visualizing those DAC’s in the database so that I can see the schema.Does anyone have a set of instructions?  Protocols needed, etc? Thanks!

I’m attempting to create a Generic Inquiry based on the INLotSerialStatus DAC.However, it only shows me some of the records that are present in the database.If I use the DAC schema browser and look at the DAC source data, I see about 2,100 fewer records than what are in the database table. I’ve compared a number of db records and have been unable to find a commonality between records that don’t show in the DAC.Is this a bug, or is there logic that filters INLotSerialStatus records and is intended to hide them from the DAC based on certain criteria?As far as I can tell, all the records that don’t show in the DAC, are records that have production orders that haven't been completed yet. However, there are plenty of records for items that are in various stages of production, that do show in the DAC.

Is there a way to “filter” out alphanumeric characters from an INT field? Somehow, our Parent.BAccountID field has aat least four customer numbers, such as AAMISC, C000001, INTMISC, and KCTEST which, when I do a GI linking Parent accounts with Child accounts it continually throws an error message:I’ve tried filtering out the “bad” customer numbers in various ways without any success. For example and I am only using two of the four for now:Any help, if it is possible, would be appreciated. I suspect that these were imported into the system because I didn’t think it was possible to do this as a manual entry.

A client, in Canada, needs to have some TaxIds grouped together on the printed AR InvoiceI created a subreport to do the calculations & return the calculated total. This is what the calculation is: =$GST + IIF ( [ARTaxTran.TaxID]='FREIGHT13' OR [ARTaxTran.TaxID]='FREIGHT15' OR [ARTaxTran.TaxID]= 'FREIGHT5' OR [ARTaxTran.TaxID]='GST' OR [ARTaxTran.TaxID]='GSTNOPST' OR [ARTaxTran.TaxID]='HST13' OR [ARTaxTran.TaxID]='HST15', [ARTaxTran.TaxAmt] , 0)This works perfectly for Invoices. When a Credit Memo is printed the result returns zero. I set the subreport up in the site map & ran it & the totals appeared as expected. I have no idea why the Credit Memo is not returning the results. Any assistance would be great!The 2 reports are attached.  

Scenario:  I am working on a Invoice Report, and need to make some changes to how the report calculates discounts.  While in report designer, when I click on Preview, the verison of the report is one that doesn’t reflect what I am trying to work on.  Meaning the Invoice in quesiton does not have any discounts to update, so I cannot see if my changes are working as expected.  I have just been saving to the server, and checking there.  But is there a way to tell Report Designer what data I want it to pull?

I want to populate  [AMBatch.BatNbr] as the report parameter. I have added the parameter in the schema but nothing is showing up on the report screen. Report Designer Setup for the ParameterThis is how I see this empty selector.  Report screenAny leads will appriciated.Thanks​​​​​​​

I’m not really sure of how this is going to play out, but I am trying to generate a Generic Inquiry invoice whereby the parent is the bill_to_name with the child customer no and ship_to_name associated with the child account. At one point I did manage to get both but in most case, the child account was duplicated multiple times including the invoice number and total sales. I did try it by using one instance of customer as a parent, and a right join on another instance of customer as a child, and it worked until I startted putting the bill_to_city, bill_to_state and the child ship_to_city, ship_to_state. It really got convoluted. If anyone has anything that they’ve done in the past along these lines, please share. I’ve tried using some of the Out-of-the-box GI’s and modify them but so far no joy.

 In the report designer, I need to print a Quote Order report including SOLine InventoryIDs and other details, along with Sales Order Estimate Tab’s InventoryIDs and other details, including taxType. How can I do this? When I try to print the SOLine InventoryIDs, duplicates occur.

Hi Everyone,Good Morning,I have added a multiple filters in Report Designer. But, all are working fine expect Location lookup data not populated. Here is my setup… So please help me out, How to fix this? Thanks,Nageswararao A.

We would like to add a row style to a Generic Inquiry where if the SOOrder.OrderDate within 3 days of shipping AND SOShipment.ShipDate <= 3 days from the SOOrderDate show the row as ‘green40’ else show as ‘red40’. Unfortunately using Is Between can’t be used for the row style.