Reports and Generic Inquires

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 

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.