Reports and Generic Inquires

how to add tabular report row total add in last column(for examp : Total = LC/TR/BA+TRADE FACILITY-MAYBANK+ LC/BA+TRADE FACILITIES-PUBLIC BANK+CIMB 2023)

I need to retrieve data from Vendor screen>>Payment tab>>Remit-to-info section to the Purchase Order report. I need to get three fields - Attention, Email,Phone1. I have customized purchase order report but I only got data of Email and Phone1 field. The Attention field not retrieve to the report. Here I’ve attached customized purchase order report I have done. Please can anyone help with this issue https://drive.google.com/file/d/1EtF-hIA__wfx8ylBesNbTCqcKUycHFdT/view?usp=sharing

Has anyone ever done a Generic Inquiry or Report Designer for Call Reports? Call Reports are what the Sales Reps submit after they visit one of their customers (at least that is the way it works here), with the date, time, customer name and other highlights or data that is needed.

This may be a noob question, but how can I set a condition on the generic inquiry for a data field based on a formula? See below.In the results grid, I have a formula that is calculating GP%. I want to set a condition on the GI to display only projects with a GP% lower than 25. How can this be done on the GI?     BONUS: Alternatively, if someone could help me figure out why this business event is not firing, I wouldn’t have to filter the GI in the first place.   

I have been editing the Daily field repot (PJ644000) sub report Progress worksheet (PJ644015) and while doing so I save multiple versions while testing changes. Is there a way to load the report and view the versions like a normal report in Acumatica? When entering the report ID on the site’s screen ID URL. I get taken to the main page. Whereas a normal report I can view the standard Version changes;   

I am trying to create a filter for my Dashboard KPI, but receiving the ‘ Conversion failed when converting date and/or time from character string’ error. Not really sure why as the parameter I am using in the filter should not be a string (see attached). What am I doing wrong?

Example : Just like a GI act as a source of data for a Pivot table. What can act as a source of  data for a report ?

Hello, At our company, many people need to access the details section of a sales order, as critical for doing our jobs. We have a generic inquiry which pulls data from multiple tables, which impacts performance quite significantly, by taking often 45 seconds or more to load the query. This may not sound like a lot, but when dozens of people run this query dozens of time each day, it creates a lot of friction.I suspect that there can be significant gains made to performance, with SQL best practices such as not scanning multiple tables, or other system level ways by using lazy loading, database caching, or using a  concurrent thread pool. Please direct me to a relevant thread or resource. If not, please respond and I will provide instructions on how to recreate the behavior of the query. Efficiency is so key here, because it is one of our largest pain points with the ERP since so many people rely on this general inquiry, it can save the company thousands of dollars each year along with t

Hi!I'm trying to build a simple GI so that a client can easily review which customer have been added to a Group or groups.Any ideas?Thanks in advance!Regards.

Has anyone figured out how to add the PO Order Number(s) to the PO Receipt inquiry? Looking at the the inquiry editor, it looks like a table and relationship needs to be added.Since you can have multiple PO Orders per Purchase Receipt, I believe this would be a one to many relationship.It would be very helpful to be able to see the PO Order Numbers in the inquiry instead of going into the Purchase Receipt. Alternatively, it would be helpful to add Purchase Receipt reference numbers to the Purchase Orders inquiry.

Hi May I know how to change the color of pie charts?I found the way to change the color in bar charts/stacked charts.But no filed to change the color in pie charts.

Can i know how to split the below description which is come in a Descr field as shown in below intended output. Value of the field: ”1. 1x GP- 39 Display Unit 2. 1x GPA -CO1 Antenna Unit with 10m Cable 3. 1x MU A25PF0017 Power Data Cable *2m2* 4. 1x Std Installation materials and spare parts 5. 1x Operational Manual ”Intended Output:”1. 1x GP- 39 Display Unit  2. 1x GPA -CO1 Antenna Unit with 10m Cable  3. 1x MU A25PF0017 Power Data Cable *2m2*  4. 1x Std Installation materials and spare parts  5. 1x Operational Manual” Please check the below image. 

I’ve created a generic inquiry using the GIDesign table to display a list of all of the GIs and various information like when they were created, who created them, are they exposed to OData, etc.I’d like to create a link from these GI results so you can click through directly to the results of each of the GIs on the list. (At least all of the ones that are made visible on the UI and have a Screen ID.)However, it appears that the GIDesign.SitemapScreenID field is ‘Nonexistent in DB’. Does anyone have any suggestions regarding if it’s possible to come at this from another angle?

Hello--I was wondering if anyone has been able to find the cause or solution to this issue:We have several (previously working) pivot tables that seemingly randomly get bugged/stuck and cycle through several issues:The filters do not populate any selection options (Example: Date Filter) The filter buttons do nothing at all when clicked The filter buttons go away entirely and are replaced with the text “inactive fields”   This has happened multiple times across multiple modules/screens.The only solution I have found is to re-create the entire pivot table from scratch.Any ideas much appreciated 

Hi EveryoneI recently uploaded a few stock items with incorrect default prices. Now, I would like to review the last audit history before the new prices were updated. Can we obtain the details of the audit history prior to the price update? In the attached screenshot, the old price is $289 and I have updated it to $319. Similarly, using a GI, I would like to extract data on the old price.Please suggest.

Hello, Novice Report Designer here. We are trying to design a text box on our Purchase Order to add a various web links, based on filter logic. I have the IIf side working, but what is the proper method to make that text box a web link?

Hello we just went live with Acumatica Monday. I am trying to learn to use the Generic Inquiry interface.Basically I have 2 questions. First question - I am working with multiple tables and trying to create joins using the interface. Having some trouble getting my head around setting up proper joins. I am use to just creating a SQL view (Oracle) and then access that view through our ERP via a report interface. Is there a specific method for me to see the code behind a Generic Inquiry that I create.  I think that would really help me figure things out. If I understand correctly that would be the BQL code or some sort of combination of that and something else.Second question  - As I mentioned I  am used to creating SQL views in our previous ERP (IFS). Reading through some post on line it appears we have that capability in Acumatica  where we can create a SQL view and then create a DAC (Data Access Class) to look at that SQL view and then access that DAC via a Generic Inquiry or a Report.

Getting really aesthetically granular with a client’s printed reports and running into some formatting issues I can’t seem to figure out. Is it possible to center align report sections to the report page layout? (1) Does this get rid of the right side gap? (2)Also can a border for the entire report be made so it is visible when printed or exported to PDF. (3)When I do print or export the outside border disappears? I have moved items around on reports by adjusting their position manually, but would like to utilize built in functionality if it exists for center aligning entire report sections, not just on report section objects.  I have reviewed the Report Designer documentation, and nothing I can find speaks to either of these issues. Any ideas?  

I have a generic inquiry for displaying a side panel on an ‘Export Shipments’ page. This side panel lists all the Files on the page (this page has the option to create a document and attach it to the page, populating the default ‘Files’ popup). I would like to update this side panel so when a user clicks the file name it will download the file instead of navigating to the ‘File Maintenance’ page. I noticed the File Maintenance page has the ‘External Link’ field that is a part of the ‘UploadFileWithIDSelector’ -I was originally using the ‘UploadFile’ data class for displaying the Name, CreatedDate, and a few other properties belonging to ‘UploadFile’ on the side panel but this data class doesn’t have access to the ‘External Link’ field so I updated the generic inquiry to use the ‘UploadFileWithIDSelector’ data class and attempted to add the ‘External Link’ field in the Results Grid -  With this setup the page only displays the Name and CreatedDate with the External Link value being empt

Hi All,I have a GI that has QTY total and it works. I need to be able to add the location and lot/serial number, but when I use the table I “believe” it should be, I return no results. Does anyone have a solution? 

Hi team, I’m looking to start promoting the use of dashboards in my organization. The challenge I’m finding is that the preloaded dashboards take an eternity to load.As a start, I wanted to change the refresh time of widgets to a longer interval, however, I cannot enter design mode until the dashboard refreshes in full.Is there a way to ‘stop/pause’ the refresh to access design mode? Or is there another way to enter design?

I have GIs that are designed to dynamically include a sales order total to either a MTD column or YTD column depending on the value of the date in the GI’s parameter. We are using grouping and aggregates to summarize these totals by Branch and Month or Branch and Year.  I’d like to display the results of these queries in a table format on a GI, meaning that the GI should have the data in the desired layout prior to exposing it to the Dashboard, but the user should be able to enter a date on the dashboard, that would then feed the GI so that the summarized totals are reflected in the results as though they were entering the date parameter in the GI as shown below where Ext Price = MTD Salesand no - I don’t want to use a Pivot table… 😉If anyone has cracked this puzzle, I’m interested in understanding how you did it.  

We have dashboards that use Power BI widgets. The tokens being used (Power BI Embedded) are still active and haven’t expired. We are not sure what is causing this issue.  

When printing the invoice for the Customer, I would like the POD image file attached to the ARInvoice document to display on the report. The way it currently works in ReportDesigner is using a PictureBox, with the Source set as Database. The value is [ARInvoice.NoteFiles]. This works fine some of the time, but if there are multiple attachments on the Invoice document it will pull the one first added. Is there any way to change this so it gets the image from the latest added attachment?  I would like to avoid a subreport as this is generated extremely frequently and I’m worried that generating twice the reports to achieve this will take an unnecessary toll on performance. 

=IIf((Sum([PMCostBudget.CuryAmount]-[PMCostBudget.CuryActualAmount])<0),'green0')Above expression is not working. This field is a calculated field to find the variance.