Reports and Generic Inquires

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.

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 ?