Reports and Generic Inquires

Hello Acumatica Community,I'm curious to know if there's a way to link an image uploaded within Acumatica to a notification template without the system sending the image both as an embedded item and as an attachment in the same email.I've been encountering difficulties trying to achieve this functionality. Despite successfully displaying the image in the HTML where it's intended to appear, it's also being attached when the email is sent out. Interestingly, when I check the Email Activity at CR306015, it doesn't seem to be added as an attachment, yet it arrives in that manner.Any insights or assistance on resolving this matter would be greatly appreciated

Hello. I am looking for an idea or a solution to a problem. We have noticed a bug that is triggered when there are too many panels in the detail section, or when there is a section with "PrintOnEveryPage" in the middle of the report without the "PrintAtBottom" attribute. Under these circumstances, the actual footer moves up and down instead of staying where it should be. Is there another way to circumvent this problem other than not using panels in detail sections or working without "PrintOnEveryPage"?

I have a GI that refuses to output a Pivot Table. What types of things mght block pivot tables? I have full admin rights in this system. I can MAKE the pivot, but the display is empty. Here is an example:   Without any parameters etc, I have data and I know that every record has a BRANCH associated with it, so at the very least, I should get a list of branches here. I have the dates rounding to YEAR, so I should see something like 2019 <> 2020 <> 2021 <> 2022 <> 2023 across the columns too. But no matter what fields I use to make the pivot, I get this empty pivot table. Anyone know what types of things inside a GI might create a block on pivots like this? Side Panels? Groupings? Mixed Aggregates? Thanks,

I created a new GI from a copy of our “Tasks” GI for us to use internally to capture quality incidents. The intention is that employees in the field would have access to the GI to report quality incidents while on the job using the mobile app. As you can see below, the GI has the “+” sign which is used to quickly create a new entry. This works great on the desktop view.  However when I view the GI the mobile app, I don’t see the “+” sign like I do with other GIs that are built in exactly the same way e.g. the tasks GI that I copied, Events GI etc. See screenshots from my mobile app below.  Any ideas on how to get the “+” sign to show on mobile would be appreciated   

All, This is making me feel pretty stupid, lol. I’m trying to determine a list of customers who have not ordered from us in the last 18 months. So I’m writing an inquiry and using “@Today-500” but all that’s going to do is show sales from 18+ months ago.I need to determine customers whose last placed order was less than or equal to @Today-500 I think I need to do some sort of “AND SOrder.OrderDate IS EMPTY between @Today and @Today-500 but not sure how to express that here.So basically select * from CustomerID where lastorder is Less Than or Equal To @Today-500

In Google Sheets I can Publish a spreadsheet as a Public URL.  Anyone in the world can access this spreadsheet using the Public URL without login credentials.  Is there anything in Acumatica that can expose a Dashboard or Generic Inquiry as a Public URL so it can be accessed without credentials?Use Case: I have 20 kiosk TV screens that need to display a Dashboard or Generic Inquiry.  Currently I am using kiosk software to auto-login to Acumatica to display the Dashboard/Generic Inquiry, but that is not working seamlessly.  If I could simply display a Public URL that refreshes every 5-15 minutes (like Google does), that would avoid the logon screen and auto-action from our kiosk software.I did figure out how to expose OData to Excel, but I’m not sure if Excel can auto-refresh the OData feed for me and then access via a Sharepoint URL.  Seems like too many steps and I would lose the color formatting I have on the Generic Inquiry.

Hello all,How can I print the document level note text in a report - Invoices & Memos form. I currently tried to print it but it is getting duplicated for every line.Getting duplicated for every line“123” is the text that i have inserted in the Document level Notes.How can I fix this?

Trying to create a GI that would show the following: Prod Order ID Operation A Operation B Operation C Operation D Operation E AM000034 04:11 02:09 12:00 00:45 00:45 AM000035 05:26 03:35 19:05 01:55 02:05  How do I structure the GI so the operation ID are the column headers and the operations run time are the values in the table? Thanks!

Hello all,Looking for some OData insight here. The goal: pull a Generic Inquiry through to Power BI.I have the XML page working great with the "Odata" test URL following the naming convention: http://<application site domain>/odata/<company name>I assumed that was the “test” that would ensure that I’d be able to connect to an OData endpoint within an Acumatica instance.However, when I attempt to "Get Data" through Power BI and load in the URL with basic authentication, I have tantalizing visibility to the Inquiries, including the one I want to use, but I'm unable to get past the authentication step in order to finish loading data from the data source.Perplexingly I can't seem to use my regular credentials using Basic authentication, at any level. Here’s the XML. This loads after prompting for Acumatica credentials.  However, when I use the same URL and enter the same credentials into “Basic” authentication I’m getting the credentials error: From looking online, I’m curious

Hi, Is it possible to trace a vendor bill number with a “GL Batch Nbr”? Thank you.

Hi,Is it possible to track the expense record for each project in the system? What I mean is under the tag “Balances” in projects, there are different items show under the expense section, i.e. transportation, bond, labor etc, and there is a column which show “actual amount”. Is there a way I can get a breakdown of each expenses item to show who are the vendor and when the transactions are recorded? Thank you.Regards,Raymond 

Hello,My report returns no data when I use yesterday at the start date and end date. I runt this report daily for my boss to see all the orders created yesterday. To get the orders created yesterday, I use yesterday’s start date and today’s end date. Can someone assist me with how to modify the below start date to default to yesterday?  Thank you!!  

Hi community,As User’s requirement on Journal Account Detail Tracking, we customize Screen  GL633500 by adding PO Nbr, Receipt nbr on each line. However, there are many duplication data on the new report comparing to original one. here is my schema builder (blue block above is the original one, blue block below the additional relations)Appreciated for your advance support to remove the duplication data as shown in below sampleRegards,

Hi, We create advance payments to employees using the checks and payments form. We need a dashboard element, where it shows the open prepayments made for that particular  employee. Thought we could do it from the @me function but we cannot make the relevant mapping. Is there a way we can do this?Thank you!

Hello community,I have not been able to display the address under Bill - to - Address section of the Invoices & Memos form, whenever the Override checkbox is active. I am able to display the values when it is inactive. i am currently using the following syntax:the invoice report displays blank but for the invoices with Override checkbox not selected, the invoices displays correct values.

Hello Team, Is there any way to get the difference in days between Today's date and SO's billing date in the generic inquiry results grid?Please advice on the steps. Thank you!

I am trying to save a report to the server, and I get the above error. I even downloaded the report from acumatica and tried saving again - but it keeps throwing the above error. I have also attached the report here. Can you please advise?

Hi community,Need your help on how to join Table Expense Claim with Available Cash Advance for the particular employee in  EP612000 screen.Thanks in advance. Regards,Iko

Hello all,I have added a couple of fields to our Aging Report and I have set up one of them to highlight in Yellow if there is no date in the attribute and the value is over $10,000. However, when I export this report to Excel the background colour doesn’t come through.I have two fields laid over the top of each other in report designer, one which displays the attribute with no background if the conditions are correct, and the other that displays it in yellow if they are not. Both of these fields have the same Excel mapping, could that be causing the problem? The excel layout is set to Auto.While trying to make it work I discovered that if I highlight one of the original report fields in yellow, it comes through on the Excel download with no problem.The only difference I can see between the two is that the original field (in this case the Balance column) has =[ARRegisterReport.OrigDocAmt.Format] in the format field.Can anyone suggest what I need to edit to get the yellow highlighting t

Hi all,I have set up the customer account name field in 2 languages: English and Khmer. Is there any way to run the Shipment confirm report in two languages at the same time? This report needs to be bilingual.Thanks in advanced.

Hello all,I have been working on a report & i am looking to hide the decimals. So for example i have an amount of 1234.56 displaying in the report, now all I want is to round it up & display as 1235 and not display as 1235.00How can I achieve this?I have this formatting applied: 

Hello all,I have been working on a report and when I export the report into Excel, the first column of the report has a greater font than any other in the same row: Project name columnHow can I decrease the size of the “Project Name” font like that of the other columns?

In Report Designer How can I join AMEstimateItem table and SOLine table?

How do I add a barcode for the Purchase Order number to the Purchase Order form?

Could someone please point me in the right direction, I am trying to display a Generic inquiry inside a customization in order to add more functionality to the generic inquiry that I have with a few action menu items.I have looked through the full customization documentation for Acumatica and it only shows adding the generic inquiry inside the customization but not displaying it in the grid. I have looked through the forums here and struggling to find the answer.I would just like this exact form with the ability to change the customization to remove the update all from the new screen created.Thanks for the help.