Reports and Generic Inquires

Hi, I have a customized report (attached) and added the stock item’s Alternate ID of the parent customer. The column I’ve added this into the report is called ‘Customer Code’. However, quantities are multiplied.Can you please help me correct my joins or if joins are correct, the conditional statement is wrong.I ran this report for Account C013554. Product code is 4005 and customer code is 1909830C000916 is the parent customer of C013554As you know, C00916 is the parent customer of C013554. I want to pull the Alternate ID of this parent customer 

Hey there! I’m really interested in being able to see “Qty on Hand” based on the receipt number. As an example the window that appears when you search for a receipt number in the adjustments screen. Has anyone made a GI like this?  

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      I’ve attached the GI file for reference.Has anyone come across this issue before, or know how to correctly display the customer bank account number?

How To create / Design Custom Date Financial Reports  in Acumatica? 

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Report Designer it would be an a

I have a question about Report Designer templates.  It can be very time consuming to create a new report from scratch.  I’d like to be able to better utilize the templates that are already built inside Acumatica.  But, it’s hard for me to quickly scroll through them to get a feel for what the design and layout look like, without already being familiar with the report.  Does something exist where you can see images of the prebuilt Acumatica Report designs along with a reference to the specific report number? This would decrease the time of report design immensely.  

Hi, I am creating a new layout (attached word doc) for production ticket form. The form shows the production order details. The first page should only be a summary of production/BOM showing production details, operations and work centres.Then a page break after the first page summary. Second page should show the details of the Operation including its work centres, materials, steps, tools and overhead, if any.I have attached the layout that I need and the rpx report design in Zip file. The version of rpx is the below snip: 

In 26 R1, I have two sort conditions defined like this (notice the first one is a formula):This does not function correctly. It sorts first by OpportunityID. According to my findings, if I change the OpportunityID sort to also be a formula, like thisit functions correctly. According to my findings, this is directly due to how the GI code is written. Please fix.​@Dmitrii Naumov 

Hi all, There was a related topic regarding @BaseRowCode to calculate the percentage of a subtotal. I have attempted to assign a Base Row Code from Net Revenue for the subtotals; however, the values are still appearing as blank.For reference, I followed the guidance from the “Profit and Loss - Line Percentage to Total” community post.Profit and Loss - Line Percentage to Total | Community  I have also attached a snippet of my Row Set for review.  I would appreciate any guidance on where this may have been set up incorrectly. Thank you in advance.

Hi All,I have been struggling to find the table link that will let me list all of the attributes that are listed on an Item Class.The INItemClass table has this beautiful field called ItemClassStrID which is a direct match to the EntityClassID on the CSAttributeGroup table.Using this relation would solve all my problem, but the ItemClassStrID field isn’t available to use as a relation data field.Does anyone have a GI that lists the Attributes on an Item Class?Thank You!

I am having issues getting the insert new record button to show up on an entry point GI that is for a custom screen. I have the “Enable new record creation” button checked. I have insert or delete access but it still doesnt show up. I saw this post in the community that says to look in the hidden folder, but there isnt anything about my screen or GI in the hidden folder. I had issues with it not showing up on another screen i made but it randomly showed up. this one hasnt shown up yet. I tried restarted the application and logging out and back in. I also tried unclicking the “Enable new record creation” and then selecting it again. so far, nothing i have done has made it show up. Does any one have any ideas how to make it show up? 

Hi, there is a standard ‘Production Ticket’ printed form and I want to modify the layout.Here is my current design:And below is how it shows. However, it only printed the first operation and first Work Centre in the BOMBelow is how I want it to look like. It should include all Operations and Work Centres in the BOM and so as the green boxes and lines should be printed based on how many operations and work centres there are. How can I achieve that? 

Am I correct in understanding that the Inventory Transaction History screen (IN405000) does not include any history related to drop shipments? From what I can tell Invoices (from sales orders) and Receipts from drop ship POs are not showing up on this screen. Aren’t those part of the transaction history of those inventory items?

Good day,I have business event that updates the SO Line as Mark for PO.  It works fine.  However, we have come across an issue with it updating the SO Line when the Order has the same inventory ID.  The Business Event update only one line correct and leaves the rest.  The trigger conditions are below.Has anyone run into this situation?  My thoughts are it is due to with Raise Event selection. Thank you.  

Hello, My company has multiple cross references for each product. One is global, one is an ISBN, and another is a Customer/Vendor part number. On my SO report and Invoice report, I need to include the ISBN. I am having trouble writing the logic necessary to say that if the alternate type is GTIN/EAN/UPC/ISBN then pull the alternate ID. If null, nothing. Thanks​​​

Hello, I am looking to create a GI that shows dead stock but includes production orders. If this is not possible, I would like to create one for production usage only. Any tips would be helpful. Thank you. 

I am reviewing a customized GI that my colleagues built that is now throwing errors on a specific field in a client site. We are receiving a “Divide by Zero error Encountered” when sorting or filtering this column It is likely this issue started after upgrade, as this client was just recently upgraded and this GI was built a year agoAny advice would be welcomed :) (the goal of the field is to show the % billed for projects)   

Hi Community,I am looking for a way to allow our approvers to track their own approval history across multiple modules. Currently, we are using Expense Claims (EP), Expense Advances, Purchase Requests (RQ), and Requisitions.In Approvals (EP503000) screen, once an approver approves a document (EC or Request), the record immediately disappears from the list because it is no longer pending.Specifically, I want each approver to be able to see their own "Approved History" (Approved items only).

We’ve been working with a few manufacturing shops on Acumatica and keep seeing the same pattern:Dashboards take weeks to stand up — mostly because everything runs through Generic Inquiries. Not hard, just time + iteration.Meanwhile the shop floor is asking pretty simple questions:who actually clocked in and is working right now are we going to miss shipments this week what material is supposed to arrive next weekSo there’s this gap between what’s technically possible and what’s actually usable day to day.Curious how others are handling this:Are you building GIs internally or relying on your VAR? How long does it usually take to get something usable? Any shortcuts you’ve found to speed this up?We ended up building a few simple dashboards outside that answer these directly, and they get used daily — happy to share if useful.— Alex

Hi, I'm having trouble in the report designer, maybe someone can help me ? I have created an SQL view in the database and tried to display it in the report, but only 1 data appears in the report, even though when I query select in the database there is a lot of data that appears.  

Hi,I am trying to create a Business Event which send Email and trigger via Automation Schedule. Issue:-Automation Schedule is running But Business Event is not triggeringBelow are the details for the Business Event  

For the service orders and Appointments in the Service Management module, I wanted to add a column that will show the not just the date but also the Time a Service order/ Appointment was created for example 3/30/26 11:40 am We have had it happen a few times where a customer questioned why it was an after hours call.  Currently the column on the GI is a field called FSServiceOrder.CreatedDateTime but it only displays the date and not the time.  I know the time information is also stored in there but only the date is displayed.  I have a workaround in this case because I pulled it into excel and was able to see the full date/time info but I would like to revise it so that it shows on the GI view.   I know there are date functions I tried using those but I can’t see to get it so it shows the full date and time. 

Business event has 4 records change triggers using ORIs there a way to tie a different email notification to each trigger?or do I need 4 business events to identify in the email which filed changed?  

Hi,I created a Power BI paginated report and embedded it in Acumatica. I’m able to view the report without any issues, but another user is unable to access the report screen within Acumatica.The same user can successfully open and view the report directly in Power BI Service, so it doesn’t appear to be a permissions or licensing issue on the Power BI side. I also contacted Microsoft Power BI support, and they confirmed there is no issue with Power BI.This issue occurs only when accessing the report through Acumatica.Has anyone encountered a similar issue or can provide guidance on what might be causing this? Any leads would be greatly appreciated.