Reports and Generic Inquires

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

Hello all,I have added a couple of fields to our Aging Report and I have set up one of them to highlight in Yellow if there is no date in the attribute and the value is over $10,000. However, when I export this report to Excel the background colour doesn’t come through.I have two fields laid over the top of each other in report designer, one which displays the attribute with no background if the conditions are correct, and the other that displays it in yellow if they are not. Both of these fields have the same Excel mapping, could that be causing the problem? The excel layout is set to Auto.While trying to make it work I discovered that if I highlight one of the original report fields in yellow, it comes through on the Excel download with no problem.The only difference I can see between the two is that the original field (in this case the Balance column) has =[ARRegisterReport.OrigDocAmt.Format] in the format field.Can anyone suggest what I need to edit to get the yellow highlighting t

Hi all,I have set up the customer account name field in 2 languages: English and Khmer. Is there any way to run the Shipment confirm report in two languages at the same time? This report needs to be bilingual.Thanks in advanced.

Hello all,I have been working on a report & i am looking to hide the decimals. So for example i have an amount of 1234.56 displaying in the report, now all I want is to round it up & display as 1235 and not display as 1235.00How can I achieve this?I have this formatting applied: 

Hello all,I have been working on a report and when I export the report into Excel, the first column of the report has a greater font than any other in the same row: Project name columnHow can I decrease the size of the “Project Name” font like that of the other columns?

In Report Designer How can I join AMEstimateItem table and SOLine table?

How do I add a barcode for the Purchase Order number to the Purchase Order form?

Could someone please point me in the right direction, I am trying to display a Generic inquiry inside a customization in order to add more functionality to the generic inquiry that I have with a few action menu items.I have looked through the full customization documentation for Acumatica and it only shows adding the generic inquiry inside the customization but not displaying it in the grid. I have looked through the forums here and struggling to find the answer.I would just like this exact form with the ability to change the customization to remove the update all from the new screen created.Thanks for the help.

Hy community !  We set up a bunch of business event on the previous 22R2.A lot vere triggered by “On row insered” condition ( because based on GI).But It doesn’t work anymore. We had to use Calendar condition  that is not very convenient.Is anybody facing the same issue?  Thanks for all your imput ! Cé.

Hi, I created a new report from scratch. It is working except that when I press the SEND button nothing happens. The SEND button does work with other reports. It opens the Email Activity dialog. I have a notification template, a parent source (not sure what this should be), a to email. Any help would be appreciated. Thank you Bill 

Hello Community,I have a report designer report that a manager has asked me to set up so he can search a range of accounts.  This report shows the different accounting accounts, and he would like to have it show him like 3 or so accounts at a time instead of pulling each account one at a time.In general, I haven’t seen even a GI that can search multiple accounts at once.Does anyone know if this is possible?Thank you!Trisha

Hello allI have been working on a biz event to update the biz account class same as that of Customer Class, for the same customer ID.I tried to create an Action execution, but the biz event doesn’t seem to be running. What am i missing here?Attached is the xml file of the biz event

Is there a way to update the customer’s default salesperson is mass?  We had a salesperson leave and a replacement hired.  We now need to change many customers’ default salesperson to this new person.  Is there a way to do this in mass without an import scenario?  I tried creating a GI to do it, however I can’t seem to get the Mass Update options to appear.Thanks!Scott

Sometimes for business reasons, when we create a Purchase Order we might list some Inventory ID’s multiple times.EgInventory ID XYZ Line one has an order for 2 Line two has an order for 3 Line three has an order for 1We would like to show in a report (done in Report Designer) that sums these rows and shows only one row. So in the above example we would have only one line appear for XYZ with order qty of 6.Can anyone suggest how we do this? 

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