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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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hyadav08Jr Varsity II

asked in Reports and Generic Inquires

how to get Bussiness date with time in graph

I acumatica how to get Bussiness date with time in our graph on button click

1 month ago

edgarrodriguez23Freshman II

asked in Reports and Generic Inquires

Acumatica save the date of the release button from ar invoices?

Does Acumatica save the release date of AR invoices when using the "Release" button?In Acumatica, the "Save Date of Release" button for AR invoices is a feature that allows users to record the date when an accounts receivable (AR) invoice is officially released. This date can be crucial for tracking the invoicing process and ensuring accurate financial reporting. By saving the release date, businesses can maintain a precise record of when each invoice was finalized and sent out, aiding in compliance and financial audits. This feature helps streamline the invoicing workflow and ensures that all invoices are processed and recorded in a timely manner.

2 months ago

aahmedFreshman I

asked in Reports and Generic Inquires

External Link from File Maintenance

Hi,I want to create a Generic Inquiry (GI) to retrieve the "External Link" associated with a file from the File Maintenance screen. I tried the "UploadFileWithIDSelector" DAC, it doesn't display the external link for the file.Ultimately, i would like to have an Active Link on my GI, allowing users to click on the External Link to view the attached file.Many Thanks

2 months ago

johnythevara48Jr Varsity II

asked in Reports and Generic Inquires

Approval Workflow only for New Vendors

Is there a way to add a rule that is applicable to bills for a new vendor?

2 months ago

grillevanJr Varsity III

asked in Reports and Generic Inquires

Dashboard Changes Not Updating for User

Good day,I developed a Dashboard for my Sales Director. However, when make changes to titles, filers, etc.. He is not seeing the updates/changes on his dashboard. He has access to the dashboard. None are locked.What can I do to make sure that changes are sync so he see the updates and changes. ( We I move a tile, it doesn’t change for him or update the filter.) The plan is to set-up access for the Salespersons next.The dashboard owner is the Administrator Role. His role is granted access.Your assistance is greatly appreciated. Thank you@Evan G

2 months ago

bwhite49Freshman I

asked in Reports and Generic Inquires

Selector Type Attributes Inquiry Join

Hello,From the Cases screen, we added a selector-type attribute to connect to the equipment screen as a UDF. The value shows up in a GI OK, but when I try to join on the value, it does work. The below join should be working, but it’s not. I can’t find the value in the CSAnswers table for this type of attribute. Anybody know where the selector attribute value is stored?

2 months ago

ltussing03Captain II

asked in Reports and Generic Inquires

Print blank forms for ISO documentation

Would like to print blank forms and reports to be used for ISO documentation.For instance, print a sales order confirmation form, but with no actual data on the form. I believe we’ll be printing these to PDF and blanking out the displayed values using a PDF editor. Any thoughts?

2 months ago

RHarrisonFreshman I

asked in Reports and Generic Inquires

Creating report groupings based on data variables

I have to build a report for our phased construction project. We want a report that will showphase (TaskCodeID) Hard Cost/Soft Cost (first two digits of CostCodeID <29=HardCosts, 30=Land, 31-98=Softcosts, 99=Contingency) Cost Code Category (first two digits of CostCodeID) detail lines based on CostCodeID Cost Code Category Total Hard Cost/Soft Cost totalPhase TotalI’ve been able to create variables in the data section of my report called $HardSoft & $CostCostCat and I can get that data to display in the details section.But, I don’t seem to be able to use the variables to control my groups.Each groups section seems to also have a VARIABLES property. Do I have to redefine the variables in in section?As you can see all of the data for these variables is already within the CostCodeID so creating ATTRIBUTES and having to input this data on every bill seems unnecessary.Any help?

2 months ago

astramathis30Freshman I

asked in Reports and Generic Inquires

Task Template Related Entities

I want to link the task created from this task template to an Opportunity but ((CROpportunity.OpportunityID)) doesn’t work because the help text says to use “Attach Activity”. Does anyone know where I can find the “Attach Activity Checkbox” that is mentioned in the help text for the Link to Entity field in Task Template is?

2 months ago

rtarhanichFreshman I

asked in Reports and Generic Inquires

Dashboard KPI Widget Not Showing Sum of Underlying GI

I am trying to create a KPI widget on a dashboard from a GI that has parameters. Everything appears to be working fine, except that the KPI widget on the dashboard shows 0. If i click the widget to go to the underlying GI, it shows the data filtered exactly as it should be, with the sum calculating correctly for the column i am trying to aggregate on the widget. I tried re-doing a KPI with a similar GI with no parameters (i.e. hardcoded the parameter values into the GI result grid formula), and the total shows up in the widget. Which is confusing, because based on everything i could find on dashboards, having parameters on the GI doesn’t seem to be an issue? Acumatica 2022 R2 (Build 22.212.0046) XML of Dashboard and associated GI attached

2 months ago

ElvinTFreshman I

asked in Reports and Generic Inquires

GI Sort Order

I have custom data fields in my results grid that categorize my AR data into different timeframes. I want to sort my data by the “Overdue total” data field, but it does not appear as an option in the sort order dropdown. I’ve tried to copy and paste the same formula into the sort order tab, but the data does not sort correctly. I have no idea what step I’m missing.

2 months ago

martingaxiolaVarsity I

asked in Reports and Generic Inquires

Set default for Report Designer as Last Period

Good day team,I am trying to set the last period as default on a report designer report (in this case 07-2024) instead of current Period (08-2024), but i am having issues finding how to do it.The report designer has the From Period Value in the Parameters Tab of the Schema Builder the following formula: =Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')I tried several things, but still no luck. Has somebody find a solution for this?I appreciate any help in this.

2 months ago

jwarrenVarsity II

asked in Reports and Generic Inquires

Help with Business Event

I have set up a business event to perform the following:Auto mark items on the Prod Detail as Backflush On or Backflush Off based on an Attribute at the stock item level. Triggered by a Production Attribute (Attribute ID = PURCHVER) being checked off.My issue is that the Business Event only runs when there is one single item on the Prod Detail (and on GI), for some reason the system is not recognizing the business event when there are multiple items on the GI. See below. Business Event - Triggered based on Record Inserted of GI below Generic Inquiry - List of Material on Prod Detail with Prod Attribute as TrueImport Scenario is simply set up to mark the lines as Backflush on or off which I can confirm is working fine. In the list above, AM003535 was recognized and processed without issue. But all other orders do not get recognized in Business Event History when I toggle between the attribute PURCHVER True and False. In theory, each time I mark the attribute as False it falls of the lis

2 months ago

nhatnghetinhCaptain II

asked in Reports and Generic Inquires

Report Definitions. How can the account description only display 1 line?

Hi ALL,With Report Definitions. How can the account description only display 1 line?Even though I checked the "Suppress Line" in Column Sets, Accounts with descriptions that are too long still have their lines dropped. Best Regards,NNT

2 months ago

HarshitaCaptain II

asked in Reports and Generic Inquires

How can we create variables in Report Designer?

Hello Comminuty,I would like to know how can we create variables in Acumatica Report Designer? Specially if a new datetime field is added on the screen and the user wanted to see the full format as 20 October 2023.

2 months ago

ChrisBFreshman I

asked in Reports and Generic Inquires

Parameter dependancies

I am trying to create a very simple custom report, i based it on a GI that works just fine. The goal is to first put in a customer, then to select one of the customers locations. (all based on the SOOrder table)However, in the report i cant get a simple Parameter dependency to function even after following several online threads on how to update the report from the GI.I added the “,CustName” reference to the end of the GetFieldSchema, just as suggested in topics and as I saw it done on some stock reports, but the field never populates no matter what customer is selected.I have this sneaky feeling that i’m missing something obvious/simple and I hope some fresh eyes will be able to point out what I missed.Edit: The CustName parameter works fine, it filters the report as intended.

2 months ago

claudematherne24Jr Varsity II

asked in Reports and Generic Inquires

Report Parameter not working

I had a parameter added to the AR Aging report based on a new Attribute. I had the report working when adding the new Attribute to the parameter, but didn’t pull in data if you selected a specific customer instead of picking the Attribute. Now, when I try to fix it, the ability to select a customer works, but the Attribute Parameter does not.Report Schema Parameter tabReport Schema Filter TabI have confirmed that I am using the correct Customer.AROWNER_Attributes in my report. Any thoughts as to what I have done wrong?

2 months ago

jmcclelland95Freshman II

asked in Reports and Generic Inquires

Report Designer - Can you effectively put 2 Detail sections in a repot?

I’ve done this but there is one problem. This is in reference to a custom PRO/Invoice report (PM641000).BACKGROUNDProject Transactions are being used to record time expenses from another software - no GL, just charging the project. There are three custom columns on the Project Transactionsone for the Retail/Rack Rate of the time being spent one column for the rate that the customer will be charged for the time one column for the BTA ID (block time agreement ID). The Block Time Agreement lowers the Rack Rate to the Customer Rate.Data in all three of those columns is to show on the PRO/Invoice. The custom columns are not pushed to the invoice. The Customer Rate is being used in the T&M Billing Rule. That’s working nicely.The T&M Billing Rule has two steps that use the same Income Account Group. The first step charges the Customer Rate and produces a positive row on the invoice. The second time it is used, the T&M Billing Rule checks to see if a BTAID exists on the PMTran a

2 months ago

Mondeddula Madhu Venkat ReddyJr Varsity II

asked in Reports and Generic Inquires

Error: when I am opening the newly created report the following error has occured.

2 months ago

basnightlFreshman I

asked in Reports and Generic Inquires

Filter by Primary

Hello,I am attempting to create a GI that will tell me how many quotes have been generated from opportunities and what was the dollar amount of each of those quotes.When we quote from opportunities, we are often bidding. As such, our first quote isn’t always accepted, but the door is still open if we gain approval to drop the price.When this happens we generate another quote tied to the opportunity and mark that quote as the primary, so to maintain the full history of the opportunity.However, on my GI, I only want to count the primary quotes. When I attempt to do this in conditions, I can not filter the CRQuote.IsPrimary data field. So, my GI is essntially totaling the dollar amount of all quotes instead of the primary.I feel that this is surely possible, so I must be missing something? Any help would be greatly appreciated.This is the quotes tab under the opportunityThis is my GI. Skips orginal quote nbr. Sums total under most recent quote nbr.

2 months ago

amitkaryekarJr Varsity I

asked in Reports and Generic Inquires

How to Sort based on the Item parent class on a report

I am trying to solve this below problem on the Project quote form and seemed to be going in circles for some time now hence posting this.I am trying to Print a project quote and group this based item classes. This is grouping correctly, however the issue I am having is to print the description of the parent item class description in the group header. This is currently printing child item class description.Because the way the lines are being sorted the child item class is picked based on the line sequence.The outcome I am expecting on this is the first image the item class should be Video conference equipment, second image should be source equipment.Any suggestion would be appreciated. Following things I have tried are as below (Images as below)Different sorting used to sort based on Qty and Total amount. change groupings Grouping and sorting as below.

2 months ago

amitkaryekarJr Varsity I

asked in Reports and Generic Inquires

How to Split the text of the description

I want to split the description as below.“Video Conference-Non stock” item.I am not sure as to how do I split this or get data to the left of ‘-’I did try using the Instr and Strrev function to no avail.Can I please receive some suggestions on this.

2 months ago

miguel80Semi-Pro I

posted in Reports and Generic Inquires

Does anyone have a function for calculating the number of work days netween two dates taking into account the Holidays that are captured in the Calendar?

Hi!I need a function than calculates the difference between two dates (in hours or days) taking into account the hours and work days, and exeptions (holidays) established on the calendar screen. Does anyone have something like this?I don’t want to make an overkill if someone already has it, if not, I’m planning on creating a function (code) that does that and can be used in the attributes of a custom field (self calculating), I will then use that custom field in my generic inquiry, the main issue is that I have to create a new field for every DateDiff that want to calculate…Would anyone find this useful?Thanks!

2 months ago

roberts40Freshman II

asked in Reports and Generic Inquires

GI Goal: First Column List Sales Order Numbers, Second Column: List all shipments tied to that Sales Order. Thanks!

Can anybody help me create a GI that will list Sales Order Numbers in the first column, then all related shipments in the second column, preferably in a comma separated list and hyperlinked back to the shipment. I have seen this done in the MRP Screen Under Related Documents. I will try to upload an example. Sales Order Number Shipments SO00001 SH0002, SH0003, SH0004 SO00002 SH0005, SH0006, SH0007 SO00003 SH0008, SH0009

2 months ago

ricardosilvaFreshman I

asked in Reports and Generic Inquires

Help to debug Generic Inquire generated query

Hello everyone,I'm working on a tool to convert GIs to SQL Queries for an external tool, and when debugging the generated Acumatica SQL query for one of my Generic Inquiry I see that it has a LEFT JOIN to the ARPayment table, but I can't find any reference to ARPayment in the GI's editor, or in the GI's exported XML file. The ARPayment is neither a BaseType DAC for any of the DACs used in the GI. These are the tables in the GI:And all relations: The generated query used to retrieve the GI data has this LEFT JOIN: There is no reference to the ARPayment in the selected fields also. Does someone have any clue as to why this join is being added? Thanks!Ricardo.

2 months ago

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