Reports and Generic Inquires

Has anyone one been able to create a GI that is one line per GL Account and a column for each periods ending balance?  That is for account 1234 I want to see a column for period 01, period 02, etc.I struggled with this foreverI would love to see if someone has accomplished this  

I have a SubReport that lists the LotSerialNbr’s of items in a SubReport. The goal is to just list the beginning and ending LotSerialNbr’s (MIN, MAX) as listing all of the number would be too cumbersome. The main manufactured item would be the same but with different qtys of 1 to higher numbers (such as 400, or 500). The first number may be 210324001381, 210324001382, 210324001383, 210324001384 and maybe higher, so all we would need is the 210324001381 - 210324001384.

Hi, I close a month in the system. But my colleague can still post a journal entry in that month. Have I not close the month correctly?Thank you.Regards,Raymond

I am in the process of desiging a new invoice and my question is what and where are the SOLine.DiscPrice and SOLine.CuryLineAmt. I have SOOrder and SOLine in the relationship and have tried a Left Joiin, Right Join, Inner Join and the report doubled up the line items, as there should have been two line items, there is now four. I do have ARTran and ARInvoice and have been experimenting with those, but I’m still a noob in Acumatica.

Hello all,I have been working on a report - AR Aging (AR631000) and I am looking to put up a condition where the report should not display the rows that have 0 figures as highlighted below: How can I apply the condition? Thanks in advance.

Hello, I’ve created what I thought was a rather simple GI, yet it keeps timing out saying the request entity is too large. It should be pulling customers, which is only about 9,000 records, and it can’t load it. Can someone take a look at this GI and see if something could be improved? Thank you!

Someone else made the report and I cannot seem to to get rid of the border. There should be an easy fix for this, and I’m not lazy, I googled it but couldn’t find a solution. Can someone guide me in the right direction on how to get rid of the border from the report?   

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.