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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,324 Topics
  • 9,273 Replies
2324 Topics
R
Freshman II
RichardheapFreshman II
asked in Reports and Generic Inquires
Does anyone have a function to calculate the number of work days between two dates?

I am trying to calculate the number of work days (Mon - Fri) between 2 dates in order to work average daily sales etc. I came up with this and it seems to work but feels clunky. =(DateDiff('d', [PeriodStart], [Now])) + 1 - DateDiff('w', DateAdd([PeriodStart], 'd' , 0 -(DayOfWeek([PeriodStart]) -1)) , DateAdd([Now], 'd', 2 - DayOfWeek( [PeriodStart]) )) * 2 - Switch((DateDiff('d', [PeriodStart], [Now]) + 1) % 7 > 0 And DayOfWeek([PeriodStart]) = 1, 1,(DateDiff('d', [PeriodStart], [Now]) + 1) % 7 + DayOfWeek( [PeriodStart]) = 8, 1,(DateDiff('d', [PeriodStart], [Now]) + 1) % 7 + DayOfWeek( [PeriodStart]) > 8, 2,True, 0) Appreciate if someone has something more concise. thx

74913
F
Freshman I
M
Jr Varsity III
mna10Jr Varsity III
asked in Reports and Generic Inquires
GI with =null in parameter value causing errors after upgrade to 2022R1

Hi, we are testing to upgrade to 2022 R2 and if there is =NULL in the GI parameter, it is giving an error. But in our 2021 R1, this works. In the example below, I have the =NULL in the branch so it shows all results (not auto fill branch) then be able select what Branch we would like. This is in 2021 R1 In 2022R2, I get the error below. If I remove the =NULL completed, it auto fills in with a branch. Does anyone know how to fix this so the parameter starts out blank, then we can select which we want?

2867
aaghaei
Captain II
D
Jr Varsity II
dnguJr Varsity II
asked in Reports and Generic Inquires
Quantity Reserved and Quantity in Transit?

Is there a way to find out the quantity reserved? For example, if Sales orders are not completed yet then is there a quick way for Inventory staff to identify the quantity being reserved for any particular items? Or the same thing applies to stock transfer from the main warehouse to the retail stores; How do we find out the quantity in transit.? Thanks...

1563
D
Jr Varsity II
B
Freshman II
byates
asked in Reports and Generic Inquires
Creating a Shipment Cut Report

Working on creating a shipment cut GI, and I would like to know how I would add a condition that only shows me lines that SOShipline.Orderqty does not equal the SOshipline.Shippedqty. In other words I don’t want to see if an order was shipped complete only the ones where the ship qty does not equal order qty. Thanks

976
B
Freshman II
emircalaido66
Freshman I
emircalaido66Freshman I
asked in Reports and Generic Inquires
EFT - Report to check the whole emails of the batch before sending it to the vendors

Hi everyone, As everyone knows, we have an excellent process on Acumatica regarding EFT in Canada, where we can send notices to the vendors about their payments. So far, for me is excellent, but I would like to insert one step more if possible. I want to see if all the emails are correct; due to this, I would like to know if someone knows if exist a report in this process where we can see all the emails about the batch that will be proceeded and be sent to the vendor. This way I'll be sure that everything is ok. If I can help you with anything else, please count on me.Have a great week guys!! Emir Nelson Calaido emir.calaido@caronbusiness.com

490
emircalaido66
Freshman I
param2022
Jr Varsity II
param2022Jr Varsity II
asked in Reports and Generic Inquires
How to find the attached report to the screen

I want to modify the Project Balance report screenId PM621000. How can I find the report that i need to change There is no inspect element option available for the screen.

671
Manikanta Dhulipudi
Captain II
Michael Ndungi
Varsity I
Michael NdungiVarsity I
asked in Reports and Generic Inquires
Retrieve deleted files

I created a generic inquiry to show all credit notes as per serialized sequence. On viewing the Inquiry I noticed 9 of them are missing, maybe they were deleted, this may cause problems in auditing. Kindly assist on how I can retrieve them. Urgently need you help. All responses will be appreciated.

12805
meganfriesen37
Captain II
ketiller
Jr Varsity III
ketillerJr Varsity III
asked in Reports and Generic Inquires
Expense claim Details report - parameter for personal vs corporate card

Hi, Has anyone been able to add a parameter for “Paid with” to the expense claim details report? Thank you, KT

451
Robert Sternberg
Captain II
C
Jr Varsity II
coleenmcnally22Jr Varsity II
asked in Reports and Generic Inquires
Adding Vendor Class ID to AP Register Report (AP621500) as parameter

Hi! I am trying to add the Vendor Class ID as a parameter on the AP Register Report - AP621500, the Vendor Table is not on the report. I am not sure what relationships I need to create when I add the vendor table. Any help would be appreciated. Thanks, Coleen

672
C
Jr Varsity II
L
Captain II
ltussing03Captain II
asked in Reports and Generic Inquires
Report Parameter Value selector

Hello, I have modified an AR report to give details on ar discounts. One of the parameters is the discount code. It works, but I want the user to be able to select the discount code rather than type it in. The little magnifying glass doesn’t appear next to the box where you enter the value. When I add this into the View Name, the parameter disappears when I run the report. ARDiscount is not used on the report, but I thought I could use it to select the code the user wants.

3622
L
Captain II
D
Varsity I
donnadeskins55Varsity I
asked in Reports and Generic Inquires
Limit parameter list on a Generic Inquity

Hello, I have a generic inquiry of SO Shipment Lines and I’ve added a condition that limits the Inventory Ids to only those that start with “GENPSY”. I’ve also added a parameter for the Inventory Id to allow users to select a specific item. My issue is that I would like for the lookup for the parameter to also only show items that start with “GENPSY”, so that users don’t have to look through the entire stock item list. Is it possible to filter a parameter? This is my parameter: These are my conditions: On the results screen, I would like for the parameter lookup to only show items that start with “GENPSY”:

2304
Robert Sternberg
Captain II
J
Varsity III
jwarrenVarsity III
asked in Reports and Generic Inquires
SOShipLine.TranDesc - Field not showing accurate value on Pick List (Report Designer)

On certain items we ship out and include on a Pick List, our teams will modify the description on the Shipments screen. We want this modified description to appear on the Pick List. I am bringing in the SOShipLine.TranDesc but it still shows the InventoryItem.Descr instead? In example below, we have modified the description on the Shipment screen (image A). We then Print Pick List, however the description shown remains the original description associated with the inventory item (image B) - not the description per inventory item on the Shipment. I have modified the Pick List in Report Designer so it displays SOShipLine.TranDesc (image C) - but it still doesn’t show the correct description. Image A Image B Image ​​​​​C

512
J
Varsity III
TimRodman
Pro I
TimRodmanPro I
asked in Reports and Generic Inquires
Reporting on Time Logged In for a User

Has anyone come up with a good way to report on “time logged in” for a user. I think it’s a challenge with a web application like Acumatica because you aren’t really “connected”. As far as I know, Acumatica just knows the last time that you interacted with the system. There is a “timeout” feature so Acumatica must somehow maintain the last time that you interacted with the system so it can require you to login if your last interaction was too long ago according to the timeout setting in the web.config file. But I want to report on “minutes logged in” for each user. It would be cool if Acumatica tracked when it “logs you out” according to a period of inactivity, but I don’t think that’s how it works. I think it only works according to the “timeout” feature described above. Looking at the data in the Access History (SM201045) screen, I was initially thinking to count minutes between an Operation of Login and Logout, but it appears that Acumatica only records a Logout Operation if you spe

9808
aaghaei
Captain II
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Parameter does not show

Hello community, Does anybody know why all parameters would not show? Visible option is ticked. Thanks!

1141
lauraj46
Captain II
K
Freshman I
khowe86Freshman I
asked in Reports and Generic Inquires
Approval Widget

Hi guys! I tried to add an approval widget - both for AP invoices and Expense Claims. But, no data is showing up in the table (screen shot of emptiness below). lol. Do any of you know how to get this to work? I just want something simple to know who has what to approve. Thanks!! Best, Kay Howe @tgillum29

1282
aaghaei
Captain II
P
Freshman II
Pinny
asked in Reports and Generic Inquires
Item Class Attributes

Hi! I have 20 item classes to classify my different types of items, to each item class I have 1-3 attributes which are different factors and values for each class according to the item type, the attributes values are only appropriate to the item class they’re assigned to but not to the others. when creating a GI for all my items and I need to add my attributes to each item, it prompts me to add a separate column for each attribute, which gets me to a total of 20 columns, while each column is only relevant to its unique assigned item class but for all other items it’ll just be empty, the same thing happens when trying to add a parameter on top to be able to filter on the attribute values it prompts me to create a unique filter for each column with his own values. I’m wondering is there is a better way of doing this, for example if I can have one column to show different attributes on each line according to that specific item, so I can minimize my GI with just adding 3 columns for attrib

4728
darylbowman
Captain II
xkylewrightx
Semi-Pro I
xkylewrightxSemi-Pro I
asked in Reports and Generic Inquires
Customer Statement default report not sorting properly

Hello, Ever since the new year (2023) has started, the default Customer Statement report (AR641500) is not sorting the results properly. There is an issue where it is not understanding where to put documents with a DocDate of 2023. Here is a screenshot of the report schema (default), and an example of the bad sorting:

1031
xkylewrightx
Semi-Pro I
D
Freshman I
DelFreshman I
asked in Reports and Generic Inquires
Remove links from Dashboard table data element.

Is there a way to remove the hyperlink from a column in a Dashboard Table. The Default Navigation is unchecked in the underlying GI but some columns still have active hyperlinks An example; we have a Dashboard with a table called “Canceled Retail Orders - Today”, this table shows any Retail order that was canceled for the current day, the columns in this table are Order Date, Last Modified On, Status, Order Nbr, Customer Order Nbr, Customer, Ship Via, and Last modified By. There are four columns that have active links, Order Nbr, Customer Order Nbr, which we want to have links, and Ship Via and Last Modified By which we don’t want to have active links. In the Generic Inquiry that feeds this table the Default Navigation box in the is unchecked for the Ship Via and Last Modified By but the data in these columns still show they are linked and if the user clicks on the data element, they are taken to the screen that shows the details for that column. As an example: If I click on any of the

872
D
Freshman I
tahirsiddiqui190
Freshman I
tahirsiddiqui190Freshman I
asked in Reports and Generic Inquires
Report Designer - Parameter not working

Dear fellows am new in Acumatica Report designer there is report Purchase receipt with bardcode i will add 2 more paramete 1 - i want that user select 2 ya more receipt manually 2 - i want date ranage i will add date range paramter but it not work any one help me screen shorts when i enter receipt # its work but when i jxt enter date range its not showing data receipt parameter data range filter

44910
tahirsiddiqui190
Freshman I
T
Pro I
TharidhiPPro I
asked in Reports and Generic Inquires
Extract Opening Inventory for Date Range in Customized Report

Hi, we are customizing the AR674000.rpx report and in this report we need to display opening inventory and close inventory for the given date range. How can we achieve this, we are currently trying to get this value from this form given below (field values are: Beginning Qty. and Ending Qty.)

561
Y
Semi-Pro I
G
Freshman I
garcimig09Freshman I
asked in Reports and Generic Inquires
How can I add Attributes and Item locations to Production Order Tickets?

This is my first time using the report designer tool and I want to know how to set up my pick ticket.

1821
D
Varsity I
T
Freshman I
tgillum29Freshman I
asked in Reports and Generic Inquires
Add Tax ID to Bills & Adjustments Generic Inquiry

Hello everyone, I would like to add the Vendor tax registration ID to the Bills and Adjustments generic inquiry. I’ve attempted to do this by adding PX.Objects.CR.Location to the tables and adding the location object and TaxRegistrationID to the data field in the results grid. When viewing the inquiry, the tax ID is there, however, it creates many lines of the same invoices. Any ideas on how to clean up this report customization? Thank you! @tgillum29 & @khowe86

872
jinin
Pro I
G
Freshman I
GideonMFreshman I
asked in Reports and Generic Inquires
Trying to sort by grouping Customer Locations

I’m currently trying to set up a generic inquiry which lists me all shipments for which a confirmation or pick list haven’t been printed yet. The hard part is that I want to keep all customer locations grouped together, while sorting by the weight of the shipment. That means that the two shipments at the end of the inquiry are supposed to be right after the first shipment with the location description “100”. In general all shipments of a location are supposed to stay “together”, but the location with the highest weight should be the top of the list. Is there any way to do this in a list like that? I attached my xml as a reference.

552
G
Freshman I
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Create dashboard

Hi all, I want to make a dashboard that displays the top 10 customers. What Inquiry should I use? Thanks!

1492
P
Semi-Pro II
G
Freshman I
garcimig09Freshman I
asked in Reports and Generic Inquires
How can I add Attributes and the Item specific location to Production Order Ticket print form with report designer?

his is my first time using the report designer tool and I want to know how to set up my pick ticket.

2193
lauraj46
Captain II

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