Reports and Generic Inquires

Dear All,I want to create different output report designer value based on Subaccount that stated on PO Line, how can I make this? for example :Sub : 00-000000-STV-00, I want to show Stevedoring as return value from Subaccount on third segmentSub : 00-000000-VES-00, I want to show Vessel as return value from Subaccount on third segmenthow can I make this work on report designer?Thanks

On a generic enquiry, how do i get the number/$ sum of invoices etc between to dates? I have seen the threads as to date differnce calculations, but they all seem to be related to getting the amount of days bewteen two dates.  DateAdd( date, interval, number ) etc I want to get for example how much a customer spent in 2021 in a column. 

I have a business event that I created to send email notifications to customers when their order has shipped. I want the email to be triggered when the shipment is marked as confirmed. I have set up a GI to pull in the correct data, but the business event is not triggering. See screen shots below. Has anyone else gotten their shipment notifications automated? Is this the correct approach or is there a better way?  

Hello! We have an AP Aging report that has been customized and somehow the Vendor Class stopped working. I was able to get the lookup back but for some reason the report continues to ignore the selection and produces all records instead. I have compared the Parameters and Filters tab to a previous version that works and the settings are the same. Is there somewhere else I need to be looking in order to correct this?  

We have a number of GIs that have multiple side panels / color schemes; it would be really great to have smaller text under the GI title at the top of the page where you could provide simple instructions or a color legend (even if it’s just text--preferably multi-line) to give users some context / action items.  We have the below GI used by our PMs to keep our project financials updated without having to leave the screen using side panels.  I’d love to put a sub-heading under ‘Live Cost Report’ that says “use the ‘PO Lines’ icon to the right to see PO lines written to selected line item” and “update your % complete using the ‘Claim % Complete’”.    

Once a Production Work Order is Released and we can see the LotSerialNbr in the Production Order Maintenance, where does that number actually reside, or is it a phantom number until the Production Work Order is completed? I have looked in AMMTran.LotSerialNbr, AMMTranSplit.LotSerialNbr, and AMProdItemSplit.LotSerialNbr and cannot find the same number in any of the DAC’s. Once the Production Work Order is Completed, all the numbers appear to be there, but we need to see them on the Released level, not Completed, which leads me to think that the number doesn’t really exists until Completion. Even useing a GI with the three DAC’s I mentioned above yields no records found.

Hi Acumatica Community, I am fairly new to dashboarding within Acumatica and in one of my Column Widgets, the column’s are narrow and when hovering over each of the data points the line through is not centered.  Does anyone know how I am able to adjust the width’s of the column widget? Screenshot below:   Also on the topic of column widgets, does anyone know if it is possible to change the default blue columns?  I’d expect the first column widget to have the same width and the blue one above, also when hovering the line in centered through the column. Any feedback or suggestions would be greatly appreciated! Thank you

After upgrading to 22R1, for some of our Self-Service Portal users, their cases queries (Open Cases in particular) are showing incorrect results.  For some users, they aren’t seeing any of their cases.  For some, they see Closed cases in the Open Cases query.  Any thoughts?  I also can’t figure out how to even debug the query since it’s Portal, if anyone has any tips.  I guess I could do a SQL trace.

Hi, I have a client that wants to show the current A/R balance owed on the Payments and Applications screen. I am trying to modify the GI but keep on getting errors. What table do I need to join  to show the current A/R balance on the Payments and Applications screen. Any help would be appreciated. Thanks,Frances  

Hi, I run an “account details” report from Finance/ Inquiries/ Account details. Is it possible to add more column in the report (e.g. project number)?Thank you.Regards,Raymond

I am getting the following error in my customer integration :Error: Another process has added the 'Customer' record. Your changes will be lost.We do not have this customer number in customers or vendors in this tenant. When I go in to manually add the vendor I get this error: The Customer ID identifier is already used for another business account record (vendor, customer, employee, branch, company, or company group). I have gone through vendor, customer, employee, branch and company (don’t have company group that I know of) and none of them have this customer number.We do have multiple tenants and customers/vendors do occur in multiple tenants as this one does, but with the other customers we did not have any issues adding the customer into this new tenant.Any suggestions are welcome.

Hi All,We are having performance issues with the GI CO4090PL after the upgrade to 2022R1.Checked the table relations on the GI and looks pretty okay.Attached GI for reference.

Hello - I am creating a GI to show all payments and documents applied. It seems to working smoothly except for Credit Memos that have been applied by Invoices rather than payments are not appearing. Is there a way to show these as well? Here are the tables and joins:  

Hi,What kind of knowledge I need to use “report designer”? I am an accountant of the company. The person originally in charge of the system left and I am ask to look after the program. I am familiar with the finance module but not others. Not sure if it requires a lot of computer skill and knowledge? Or my accounting background can handle it?Thank you.Regards,Raymond

Hi,I wanted to get the Invoice Number from the Payments and Applications form.If we go through the Reference Nbr we can see the Invoice Number related to that Reference Nbr. Here is the relationship and condition to get the Invoice Nbr Value.But Invoice Nbr is not displaying in the Report. Does anyone have any idea what causes this issue and how to fix them? Thanks.

The issue is when attempting to move fields minutely with the CTRL+ arrow keys, the field takes drastic moves often ending up in a different section. Normally using the CTRL+arrow keys will enable movement in minute amounts to get alignments and such just right. I’ve tried uninstalling Report Designer, reinstalling it, and the same thing happens. 

Hi,I’m trying to add applied (1) invoices / documents informations to (2) Payment and Applications. Is it possible? Kindly refer picture below as reference(1) information in the red box (2) to be put on this page as additional columnThank you

Our Packing Lists needs LotSerialNbrs and I’m attempting to duplicate the process that we used in our Commercial Invoices, but having issues trying to figure out where those LotSerialNbrs would be coming from. Any help as far as letting me know the DAC’s involved would be appreciated.

How can I  add the highlighted field from the Employees screen (1 Screenshot) to the Employee Timecards screen (2 Screenshot)? Employee Screen Employee Time Cards ScreenCould you please guide me with steps to add the Employee Department Field to Employee Time Cards screen? Thanks in Advance

The report itself is rather simple. It’s a profitability analysis report where I have to show how much item we have sold to a customer, filtered by date. The formula for my Qty field right now is:=sum(IIf( [ARTran.TranType] <> 'CRM' AND [ARTran.CuryTranAmt] >= 0, [ARTran.Qty], 0 )) - sum(IIf( [ARTran.TranType] = 'CRM', [ARTran.Qty], 0 ))which lists the items we sold to the customer for a cost. Now, we also give out free stuff to our customer, and for that, I use this formula:=sum(IIf( [ARTran.TranType] <> 'CRM' AND [ARTran.CuryTranAmt] > 0, [ARTran.Qty], 0 )) - sum(IIf( [ARTran.TranType] = 'CRM', [ARTran.Qty], 0 ))I was using VisibileExpr field under properties > behavior to switch between formulas from a parameter where user selects if the report has any free items or not. Is there any way to do it without using VisibleExpr? I was looking for a way to do the same thing I’m doing right now, but simpler.. Maybe using just one field for Qty rather than using 2 and re

Hi, I want to create a report in Payments and Application form.when I create a record in invoices form, A record will automatically create in Applications history tab in the Payments and Applications form. how can I make the relationship in the Report Designer to connect Invoices form and this record to the Payments and Applications form to fetch the data in the invoice form? I want to create a Report in the Payments and Applications form to get inventoryID, Desc from ARTan.Thanks.

Could anyone provide insights on how Access Rights are managed for reports (or other items) stored in customization projects?For example, after publishing a new version of a customization package to our production site, some users lost access to a report that was stored in the customization package. Do access rights for reports get stored in the customization and published with it? It almost seems like it, but at the same time, that doesn’t make sense because the roles from the original site where the report was built, could be different from those defined on the site where the customization is published.

Acumatica newbie here…In our old system, the emails would go out to customers/vendors with things like quotes, POs, invoices, etc. attached as a PDF.  I see that Acuamatica does the same.  However, many of our vendors like to copy/paste the text from the PDF into their own system in order to process the order.  Is there some setting that is blocking this?  They could do it no problem with the PDFs from our old system.  And to make things more confusing, I can copy the text out of the same PDF, but for some reason none of our vendors can.  Any ideas what might be different?Thanks!!

HI, We created a “paymaster” company to handle all AP Billing for various branches.We now need aging report to show which branch is responsible for vendor payments.I’ve added APTran table to the report designer, to get the correct branch information and it seems to work, until there is a partial payment made against the bill.  the result there multplies the balance against the number of transactions, and then subtracts the original bill total.I have used ApTran“lineNbr” 1 to limit the lines to a single record and that works UNITL we have a bill that does not have a linenbr 1.Any thoughts on how to limit the result to a single row of APtransaction(s)....or a better way to do this?  

Community,I’m stuck on this error.  The formula does validate, but then errors out.Formula:=iif([AMConfigResultsOption.Included] = 'True' AND [AMConfigurationOption.Label] = 'TCO202-BK', '','X','') OR iif([AMConfigResultsOption.Included] = 'False' AND [AMConfigurationOption.Label] = 'TCO202-BK' ,' ', )This is what comes up when I click Stack Trace: I have tried the formula with 1 or 0, instead of True or False.  And I still get the error.Any feedback is welcome.Thank you,Trisha