Reports and Generic Inquires

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.

Building a GI that will display Inventory items along with the data from the InUnit table (conversions).Ex. My GI keeps giving me duplicate records such as below:I’m not sure where the conversion factor of 1 is coming from in this case. Here are the joins: 

I am using SWITCH in a Generic Inquiry but the column comes up without any values. My formula is as follows: =SWITCH(([SOInvoice.DocType] = 'Credit Memo'), 'C',([SOInvoice.DocType] = 'Invoice'), 'O')So what I am attempting to do is if the DocType = ‘Credit Memo’, change the field to a ‘C’ and if it is an ‘Invoice’ change to an ‘O’.

Hi, is there a way to restrict certain users to only print approved PO only? Thanks in advance. 

When add function in data field and view inquiry. after export to excel but in excel i cannot sum column value 

Is it possible to stop selection of all incl. serialized items with 0 balance on the SVO/Appt.. Or highlight that entry in red when someone picks that item on the Service Order or Appointment?

I have a report that I created a couple months ago that I need to make some changes to. When I click on Edit Report, I get the normal Report Designer pop-up to login. However, as soon as I login I get the error message that the report does not exist. The report runs, so I know it’s there. I just can’t figure out why I’m not able to open it in Report Designer. I haven’t had any issues with opening other reports, so it’s something with this one specifically. Has anyone else run into this or have any suggestions? Thanks! 

Any suggstions ?

We have a production ticket report for production of canned beverages.There are 50+ product specifications. These are 1 page documents/images. Is there a good way to display a specific product spec that is pulled from the inventory ID stock item description and matched with the 1 page image?The only way I can think to do this is have 50+ sections with visibleExpr that would each display the image only if the statement below was true:=iif([InventoryItem.ItemClassID_description] = 'BERRY LEMONADE', 'TRUE', This would require a lot of work to set up and maintain 50+ image files.If these product specs were to change every month or so, what would be the best way to update or set up these reports? Would a database setup allow for the image files to change without having to change anything in the report? 

Hi All,I want to add & show the content of Shipment Notes on Generic Inquiry.As I know from version 2021 R1 (we use 2022 R2) we can choose which notes can be attached to GI by Attach Notes toAfter viewing GI, I don't see it appear and even though the content of notes can be seen on screen also.Do you have any idea? 

I am developing a custom report, and it needs to set the ARPayment , RefNbr as a parameter. I set the parameter in both ways in the report designer as follows,but it doesn't show the reference number in the frontend, Does anyone have an idea how to get the ARPayment reference number as a report parameter?

Hi, we scan and attach our proof of delivery to our invoices for easy reference. Our administrators in each branch have been instructed that all invoices need to have the POD attached, but this is not always done. I need a report which will show me which Invoices do not have attachments so I can address this with the branch manager.

I am trying to find a table the will show if an order has been picked. I’ve found a two fields in the SOShipment DAC one called Picked and the other called Picked Qty but neither seem to be used. Are there other tables that have either Picked or Picked Qty.Thanks 

I am able to insert QR code on invoice template(so643000) with any fields i need with no challenge.I have a requirement from customer to use the QR code to check if invoice exist in database for the customer, date and amount. If exist the QRCode should return “Valid Invoice for Customer “ABC”, Date “23/04/2024”, Amount “USD500”. If invoice cannot be found the QRCode should show “Invalid Invoice”Any help appreciated

Customer has 5 branches.  They have a AR Aging Template set for each branch.  Is there a way to run all templates with one click / selection?  They want to do this on demand not on a schedule. (2023R2)  

Hello,VERY new to all of this (our company is going live next week).  I’ve been watching the university videos and looking around here, but I cannot seem to get the answer to my issue.  To keep it as simple as possible, I copied a dashboard for Sales Manager which shows all kinds of information in widgets for every salesperson.  I want to take that copy, and make it so it only shows data in the widgets for the person who is logged in and make it accessible to all of our sales team.  I’ve tried various @me’s  but it just doesn’t work.  Maybe I’m picking the wrong field?  I’m just spinning at this point mentally trying to get what seems like should be a very easy modification to work.  Any help is greatly appreciated.   EDIT:  I have been able to make the widgets work if I manually edit each one to a specific person.  I’m trying to avoid doing that 75 times.  Hoping I can just pass the value of the logged in user down to each of them.

Hi,In report “Account Details”, it only allow to run a single Account each time. I want to run a range of account, just like Period. I try to work on customization but not successful. Could some one help me on that?Thank you.Raymond

We have a Generic Inquiry that has the Customer.ParentAccountID and not all of the parent accounts have that that number all by itself (the account number also, in some cases, has the name of the customer). I was thinking in that case to use a SWITCH similar to the one here:=IIF([Customer.ParentBAccountID] = ' ', [Customer.AcctCD]) but that is not working also. Also I am not sure if the Customer.ParentAccountID is empty or NULL. I know that the Customer.ParentAccountID should be showing up because when I do a CRTL+ALT the Element property shows the field as Customer.AcctCD. I also thought about getting just the number portion of the AcctCD but that seems more work then necessary. I could use any suggestions that the Community may have.There are accounts whereby the Customer.ParentBAccountID is showing up correctly on that column.In this case the Customer.ParentBAccountID = ‘ ‘ or NULL and the customer.AcctCD is 16310 - Grainer. 

Hello, I am new to Acumatica but been working with Power BI for many years. I have been working on an integration to bring in invoice (SO LInes + Header) data. I have been able to connect to a GI and begin to import the data into Power BI. However, the query seems to stall out at 268MB. When I export the GI out of Acumatica to excel the spreadsheet is 27MB. The shape of the excel document is 187k rows and 35 columns. We are just looking at completed shipments/invoices so nothing open.I am able to import a customer master table and an item master table without issue which are both under 4MB. We are using the Power BI incremental refresh as a way of managing the large amount of data Power BI tries to import.Is there a reason Power BI seems to be trying to import more than 10x the size of the excel export?What I am attempting to do is import each year in a separate GI. So 2022, 2023, and then the current year. Here is the current year query to the GI. Very straight forward: let    Source