Reports and Generic Inquires

Hi,I’m having an issue where the results of my generic inquiry does not match the results on my dashboard. I’m using the same filters for both of them. In the below example, I get 137 records on the inquiry filter, 120 records on the dashboard widget and 137 records from the dashboard drilldown when clicking the widget that says 120.Any thoughts on where I have gone wrong? Results of the shared filter in the generic inquiry. “Closed between 7 days or less. Filter for above image Filter on dashboard Results of Dashboard Drill down from dashboard 

Can someone tell me where the filters for the “Field service manager” dashboard are located or how they are made up? 

Hi All, looking to do a GI where we can see if the customer is an existing customer or new customer when the SO comes in from the web. Was thinking of using the SO GI and compare date customer created vs date SO created. I was able to use the formula “=Concat(CStr(Month([SOOrder.CreatedDateTime])),'/' , CStr(Day(  [SOOrder.CreatedDateTime])),'/',CStr(Year( [SOOrder.CreatedDateTime])))” to show just the dates (looking to show just dates not date and time) however now sure how to put into a IF statement so if the dates match it says “new” and if it doesn't match, it says “existing”.anyone know how to do this.also, if there is an easier way to accomplish this, that would be great. 

Hello all,I have been trying to add a watermark to one of my reports. I have uploaded a jpeg image but the report designer isn’t displaying it under back Image section: How can i set this up? Thanks in advance.

I’m new to using formulas in Generic inquiries, and I’m struggling find a way to add a field in the result grid of Generic Inquiry SO-SalesOrder that flags an order as ‘Provision’ if any of the stock items in SOLine belong to an item class of IC0004.I would then add a filter to the GI that shows only orders with ‘Provision’ in this column. Would anyone be able to advise how to do this? Any advice very much appreciated. Many Thanks

I’ve created a new business event using generic inquiry AR-Aging Summary by Due Date as seen below:  GI Form  I have set up a test Business event using the following trigger, “For any invoice that has due date less than today” the event can be triggered and will be notified via email.  Business Event and Trigger Conditions I have tested the event and has triggered, however I have not received on the email I used for the subscriber list. I used my personal email for testing and the customer account associated with it. Schedule History showing processed  Ideally I would like to setup triggers for any invoice that has been due for over 3/7 days and the customers to be notified via email.  Please advise If I am using the correct triggers and their conditions. If any can help me with further trigger conditions to set it up for invoices/customer account due for over 3/7 days to be notified. Thanks

How do I crteate a GI that tells me if an account has an email address or not? I am in the Customer record (AR.30.30.00) and under ADDITIONAL ACCOUNT INFO there is an ACCOUNT EMAIL. Sometimes this is blank, and we need to know which accounts we need to contact to get the ACCOUNT EMAIL. We will then want to sort and filter this by SALESPERSON.   

   I have a Batch Size that is pulling the total order quantity and resizing calculating it down to the formula amount of 180 kg batch size. I have set up a parameter for Batch Size as an option to add a custom batch size and I need help on the logic; if no Batch Size is entered into the Run Report Page then calculate the normal formula batch size. But if we add a custom batch, let's say 160 kg, then it should calculate the ingredients based upon 160 kg. I'm having a problem finding the correct operator on the IIF expression for the custom batch size.    

Has anyone been able to take the shipment (or another similar transaction) created date/time field and only display the time? I was able to use the CRCase table trick to get the date column to display the date and time, but the client would like the time in a separate column. When I try to take the right most characters from the field, it displays the time in UTC time instead of our current time zone like the date/time field displays .

Hi everyone,I have downloaded a custom font I want to use in my reports. It does show up in the font list in the Report Designer, and is visible in the preview there, but when I generate the same report in Acumatica and export the PDF the font is not there. The PDFFontEmbedded setting is on True. Would really appreciate the help with this issue!Anna

How to change this statement to greater than or equal to 100,000 or less than or equal to 250,000?=([FXFundRequestDetails.ExtCost] <= 100000) 

Within the APContact table there is an Attention Field, this field is on the Vendor > Payment Tab > Remit-To Info section - Attention field.  I am trying to pull this field into our Checks that we print, however, when I pull in the table into the ReportDesigner I only see the following. Nothing that i have seen yet aligns to this field. Any thoughts on this?   

Do you have a new Cash Account, and need to add the new Cash Account to a large number of Open AP Bills? Are you adding Sales Tax module, and you need to apply a new Tax Zone to Customers based on their Zip Codes? Are you changing Salespeople to different zones or products, and you need to update existing Default Salesperson for your Customers or existing Product Manager on your Inventory Items?Mass Update Records may help you!In this example, a company opened a new bank account and needs to update the Cash Account on 3000 open AP Bills. Mass Update is one way to update open bills. (Import Scenario is another way that is not covered in this post.)Add the Cash Account field that needs to be changed to the Results tab of Generic Inquiry:Add Cash Account to AP Bills InquiryOn Entry Point tab of Generic Inquiry screen, Enable Mass Record Updates.On Mass Update Fields tab of Generic Inquiry, add the field to be updated; in this case, Cash Account.Return to your newly updated Generic Inquiry

I find that this needs to be revisted. Using the =Next[SOShipLineSplit.LotSerialNbr] is fine if there is just a few serial numbers, but in our case there may be up to 400 or 500 serial numbers for one line item (pumps). I’ve tried using a variable $LotSerial, and either my variable is not listed correctly or something is going on. All of the serial numbers will be listed in a subreport. The main report has DocType, RefNbr and I’ve tried using LineNbr but still not working as needed. The formula for the $LotSerial is being done in the detailSection1, =Concat($LotSerial, [SOShipLineSplit.LotSerialNbr], ‘,’) and there is another variable LineNbr with a value of =LineNbr+1. I also think that there should be more parameters passing from the main report such as InventoryID. I can attach the main report and subreport if needed. If anyone has solution already in place or steps to accomplish this, it would be much appreciated. I also may have a disparity between the main report and the subrepor

All,I’ve created a basic Vendor Score GI based on 6 user defined fields of price, responsiveness, quality, etc. I would like to have. a final visible column that averages the user defined fields for an average score.I have something like this:=[VendorR.AttributeVSCOREDELV]+[VendorR.AttributeVSCOREPRIC]+[VendorR.AttributeVSCOREQUAL]+[VendorR.AttributeVSCORERESP]+[VendorR.AttributeVSCORETAT]+[VendorR.AttributeVSCOREVARI]/6I actually get a value calculated, but it’s not right. :DI tried changing it to =sum(1+2+3/3) etc but it throws an error of “Cannot perform an aggregate function on an expression containing an aggregate or a subquery.”Help, I’m lost lol!  

Our company has serialized numbers for completed items with each location have a unique sequence of numbers. In some cases the number of ordered items may be 400, 500 or 100 and rather than have the numbers going down the page, if there is a way to have them listed across the page (as a subreport) so as to save the number of pages that are printed such as:100422KS0033728  100422KS0033729  100422KS0033730  100422KS0033731  100422KS0033732… the rest of the 400 sequential numbers rather than100422KS0033728100422KS0033729 etc.In SSRS there is a way to do this as a subreport using a matrix report style with SQL query code that involves using the following formula’s:SELECT iif(a.ser_lot_no IS NULL, b.ser_lot_no, a.ser_lot_no) AS ser_lot_no    ,ROW_NUMBER() OVER (        ORDER BY a.ser_lot_no        ) AS RowNumber    ,(        ROW_NUMBER() OVER (            ORDER BY a.ser_lot_no            ) - 1        ) / 5 AS ColumnNumber etc. and using parameters of @OrderNumber, @LineNumber, @OrderType li

Is it possible to change the default Start Date for IN.407000 Inventory Lot/Serial History?  And if so, how?  I would like the default date to be 1/1/23 rather than 1/1/24.  TIA  

What we need is to print exactly as entered into the system; that should determine the printing order. We have no issues with printing Sales Orders because the Sales Order line includes the Sort Order column, which refreshes to the correct count.SHIPMENTSThe Shipment confirmation is being sorted by LineNbrI attempted to sort by OrigLineNbr. However, it still won't work because it retrieves the line number from the Sales Order line, not the sorting order. PURCHASE ORDERThe issue with the Purchase Order is that it contains the POLine.SortOrder, but in the report, the SortOrder is not visible. 

I have added the Parameters- Customer ID, customer class, Inventory ID, and  Template ID.However, data is not filtered in a report after selecting a parameter. Without adding the “Template ID” under the filter conditions- Customer ID and Inventory ID parameters are working, but after adding the “Template ID” under the filter condition the above 3 parameters are not working.I am attaching the screenshot below for reference. 

Hello Community,Need your help to show specific fields (green dots) in Employee’s attributes tab on Report Designer as shown in element’ screen below.Tried to relate EPEmployee and CSAnswer as “EmployeeAttr”and in Field value, putted='Binding'+IIf([EmployeeAttr.AttributeID]<>null,[EmployeeAttr.AttributeID]+'{br}','')the result still empty.Looking forward further solution for these. Cheers

Hello,We have 1 user who is experiencing formatting issues when printing from ACU.  I am assuming it is PC or browser specific and am having them testing different scenarios to try to narrow this down.  I was just wondering if anyone had seen something like this?From the sales order form.  The full form looks really bad, the images below are just snippets to demonstrate the differences being seen.Bad user:Everyone else sees the image below: 

What is your experience / what is a good practice to schedule print processes back to back in a Automation schedule?  Customer has scheduled a second print process 5 min after another and the second will end up printing an hour later.  I do not think the first process takes an hour.  I have used the 'exact time' flag".The specific example is printing Order Confirmations and Pick Lists automatically every three hours back to back

Does anyone know if there is an equivalent function in the report designer to the @Me function in generic inquiries?  I need to restrict salespeople/ users so they only see their sales information.   thanks !

A generic inquiry which includes Creation dates for all the users (both native and active directory) was created, but it doesn't display the creation date for some of the active directory users as you can see in the screenshot below. So, what could be the issue and how can it be solved? 

Hi,Is it possible to add PO number, Receive Number, Vendor Name & Number, AP number on Account Detail report (GL404000) since those field doesn’t exist in customization standard. if it is possible, please give me the detail steps on how to make it possible.Thanks in advance.