Reports and Generic Inquires

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.

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