Reports and Generic Inquires

Our company is in the process of converting over from Macola 10 to Acumatica. We have about fifteen  Crystal Reports that were modified for our companies needs. Moving forward with our conversion I will at some point have to modifiy some of the reports that Acumatica has to meet our companies needs. I would like to know where I can go to find what the screen ID’s are their associated forms. For example, SO641010.rpx (I know SO is for Sales Order) is associated with Order Type, but that is as far as I was able to get. Also, some of the reports/forms have SO641010.ca.rpx. What does the ca indicate?

I am trying to use stock email notification templates, in this case one is the InvoiceNotification, All I am wanting to do is add our email and direct phone number in the text. Just adding on to the current sentence that they have in the stock. It saves fine but when i go through the invoice - print - send, it doesn’t come through there for some reason. i have made sure that i am adjusting the correct template that is being called and all the dots seem to be connected to call this but it just won’t show the new wording. what am i missing? seems like it would be some quick setting but i can’t find it. Any help would be greatly appreciated. Thank you.

Hi,I am currently trying to create an Inventory movement report with financial periods as the columns using a tabular report. So far it looks good, but items introduced in a later period do not show in the details section. Any ideas? Ideally you’d have all the inventory IDs with movements on the left, then the respective movements in the tabular section of the report.Report preview There is a valid join for one period (0623), and theitem shows when the report is run from 0623 onwardsJoinsReport Designer 

Hi, I am looking for a report that will pull all customers that have unapplied payments. Is there such a report or I will need to create one? How do I create one? Thanks!

I have a custom Generic Inquiry that I need emailed weekly to each salesperson. The GI needs to be filtered by salesperson and emailed this report weekly to that salesperson.

I’m trying to create a GI that will return a list of customer account numbers along with the date of the first order completed and that corresponding order number. I’ve gotten close, but the GI is returning some incorrect results.Here’s what I have so far - any suggestions for how to get the information I’m looking for is greatly appreciated! Relations Results Grid 

Does someone have suggestions or sample GI to get a list of customer and the date of their last Invoice ?

We are trying to print the SSCC Code 128 (Shipping Serial ID) on a label but the Check Digit function does not work.Is there anything special I need to do? I can’t even put a formula in it so we are blocked form moving forward. I put in a test number, with and without quotes. Some formulas work but anything with certain functions, such as CStr are not accepted. 

Hello everyone,What is the proper syntax in the Generic Inquiry builder to evaluate if the value of a field is not null? For example if I want to evalute if Inventory Item Item ID is not null...The following does not evalute correctly:[InventoryItem.InventoryID]<>Null The following does evaluate correctly, but looking for a more direct way:=IIF(Isnull([InventoryItem.InventoryID],0)<>0,...) Thanks in advance!Luke

Hi, I am new to Acumatica and I need to generate a report that shows Last Year Total Sales by Customer. Where can I find this report or create this report?

I’m trying to create a GI that would look like the following:Item                                        Beginning Balance               Transaction Qty       Running Balance12345                                                  10.00                                                                10.00                                                                                                        20.00                     30.00                                                                                                         -5.00                     25.00                                                                                                         10.00                    35.00                                                                                                        -15.00                    20.00 23456                                                   20.00                                                                20.00                         

does anyone have tips or tricks for managing the display of parameters on a GI?how can I get then spread across the top instead of stacked?I can see the sizes makes a difference for  this but what is column span ?   

Hello All,I have been trying to add a calculation for the following scenario,I have the Total Sales (25000) & Probability (75%) (an attribute). I would like to multiply the values of both the fields and display in the GI  Both these values are from the Project Quotes screen.So I want to display the result as 25000*75% = 18750

Hi Everyone,I have customized the AP641000 report.I've encountered an issue with the customized report. The problem is that it duplicates the bills included in the check, resulting in the respective number of lines being printed in the report. ex. if checks include three bills it displays each bill three times in the report.I have attached a copy of my report and the mapping I've used to fetch bills. I would greatly appreciate any assistance or insights you can provide on where I might be making a mistake.any help will be greatly appreciated,Regards,Sagar Mapping I have used.The output result. 

Hello - I am trying to join GLTran, Batch, ARInvoice and ARTran tables, but my records are duplicating. Is there a way to join these so that only 1 line per GL account appears? Here is what I have currently:  

Good day, I have a client that has a Generic Inquiry and have saved several tabs with different filters on them. The main sort (from the GI), is the Descending sort for Production Order number, will make all the data tabs to sort by the production orders numbers. But we want one of the tabs to sort by End Date (a column on the GI), is there a way to assing a sort to a single tab of the GI?On next image, the Sorting on the GI is by ProdOrdID, but the ALL PRINT WC tab needs to be by a Date colum, instead of Production Order number. is there a way to sort that tab individually? Thank you.

In AR Register Detailed report, my client has report fully modified according to their requirements. in their report they calculate total amount based on CuryOrigDocAmt field in ARInvoice table. when calculate total they add 10% vat to the total. They request to modify it when customer is non taxable , the 10% vat must not add to the total. only taxable customers should billed 10% vat. In their AR Register detailed report, I tried to do the mentioned modification. I consider the ARInvoice.CuryTaxTotal field to identify weather customer is taxable or non-taxable. But with existing relations on their AR Register Detailed report , it doesn’t retrieve data of ARInvoice.CuryTaxTotal field. Beacuse of that i implement two sub reports get values to the main report.The question is two sub reports retrieve data successfully. when i connect it to the main report the main report not display any values. Here i attached two sub reports and main report  

When we had some attributes created 2 of our date fields were created using Text rather than DateTimeI have been through some articles mentioning using CDATE, however I have not been able to get this to work yet. The final aim is to be able to sort by Contract End date DESC in the Customers GI.Is there a way to do this without recreated the fields? 

We noticed recently that we have had a few sales order #’s skip in sequence.  This only happens if someone deleted a Sales Order. While we probably need to tighten up our security to prevent this from a broader set of team members, I’m wondering if we can create a GI that is able to identify deleted sales orders?  We have been able to do so with deleted Stock Items and notice that some records have an “IS DELETED” field.  We cannot locate this on the Sales Order table - PX.Objects.SO.SOOrder?

I’ve been testing 23R2.  In many Generic Inquiry definitions I get the warning shown below.  The message makes no sense, when I run the inquiry it does display these field and my user has sufficient rights and there was no warning like this in 22R2.  This issue introduced in 23R2.  Anyone else seen this or have an idea what cause sthis?  

Hi, I am making an EFT only report of report AP Payment Register. One of the changes includes wanting change the RefNbr parameter to use the APPayment DAC to select a payment rather than from APRegister. Currently, the report parameter is defined as follows: And parameter Doctype is this: When you select a doctype first, the RefNbr parameter selector then displays all AP register records for the doc type you’ve chosen. So I naturally figured I’d change the RefNbr view name definition simply to the following below so that it works like the selector in bills and adjustments: =Report.GetFieldSchema('APPayment.RefNbr,DocType')  However, when I go to select a payment using the new selector, while the payment selector pops up, it’s always empty. There are plenty of EFT payment method records listed with Doctype Check. Going to the bills and adjustments transaction and using the selector is proof of this. Is there something I’m doing wrong or does APPayment selector simply not work properly w

I have 3 sub reports added to my main report and each as a sub total, how can I access the sub totals on my main report - I tried $subReport_TotBills for example and it didn’t work.

I am creating a generic inquiry where i would like to join the ARInvoice table to the FSServiceOrder table. This is so i can refence the docdate of the Invoice. What are the Parent and child fields to link service orders and AR invoices table? 

I have created a new report that I send in addition to my drop ship purchase orders. For each PO I send they need to have their own customer facing pack slip sent along for fulfillment. I need to filter based on the date and the vendor ID. I have gotten everything set up where the report runs but it is not respecting the individual orders and dumping everything into one PDF, grabbing the most recent PO header information. Where would I add something to say I want each order and their respective lines to generate on its own PDF? The PDF file can still be compressed to contain all available order, they just need to print on their own pages based of the PO order number. 

I wonder if there is an option to have column in a GI to enter data on the GI itself and than we can use an import scenario to update data entry forms in Acumatica.Please let me know, Thank you