Reports and Generic Inquires

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.

I have a client that has an Acutal and a Cash Basis ledger. Is there a way to include the ledger selected in the column header to prevent confusion for the user?

I would like to create a generic inquiry to use in a Pivot Table, to display the GL transactions linked to active projects.I am really struggling to link the GLTran.ProjectID to the PMProject table, I’m getting errors with both the ContractID and the ContractCD field.  Any suggestions?  

Hello! I am having an issue with two embedded widgets that I placed next to each other on a dashboard. These are views into two different manufacturing schedules that we have going in the system and we need to use the embedded webpage instead of tables. For some reason, it often loads with this big white space that covers half of the screen. It happens on most browsers and only loads properly if I get lucky (seemingly). Does anyone else face this issue and know how to get around it? For instance, here are some pictures of the dashboard (one of which is zoomed out to the most allowable value):Typical Dashboard View w/ Issue:  Zoomed out Picture:  Thank you!

Have a scenario where a business event hasn’t fired off since the patch to 25R2.  The end user is in the process of changing VARs so I can’t open a ticket yet.  Has anyone come across business events not working after an upgrade/patch? We tried clicking Track all fields and that didn’t work.  We have looked at the joins on the GI and it seems to be something else. Remittance is showing up blank. 

Each of my report pages is based on a single record. I’ve heard it rumored that there’s a possibility of making a variable at execution time which would record the value I’m looking for ([PMQuote.CuryAmount]) and return 1 or 0 (or True or False, etc.) when [PMQuote.CuryAmount] > 3000, and then I could use that variable (somehow? Not sure) to control whether or not my background image prints on a page.I’m new to Acumatica, so I don’t know where to start with this. Can anyone please advise me as to how I might go about doing it?

I am having trouble moving GI Condition rows using the “Move Row Up” and “Move Row Down” buttons. When I select a row and click the “Move Row Up” button nothing happens. In my screenshot below, the only way I can “move” the row at the bottom up to the second row is to delete all 17 intervening rows and then manually add them all back below the new row. I don't have an option to import criteria either, which would be useful here.Is this really the only way to “insert” a GI condition somewhere other than the bottom row?Can’t Edit GI Criteria Row Order Thank you!

We redesigned the PO641000 form and are able to print from Printed forms, but not from the actual Purchase Order on Screen PO301000.  We are using 2025 R1 which has still the classic UI.  Just went down an AI wormhole and still could not get a solution. All tips greatly appreciated.  

Hi All,I am trying to get OpenOrderQty to show on a GI that is based on Purchase Receipts screen. I have linked POReceipt to POReceiptLine as per DAC Table, however the value for OpenOrder QTY does not show up.If someone can let me know what is missing in order to make this work, it would be wonderful.Kind regards,Calvin Law

Hey Guys,I need a little help, i have a back order report im pretty sure i found on here. ive made some changes, but i’d really like to show the expected dates for the items. Im having trouble relating tables todo so. Is it as simple as adding PO.POrder to the table then adding a relation? the relations confuse me.  

Hello all, I wanted to share a tip that threw me of course today. If you use an attribute field in a formula in a Generic Inquiry which is aggregated at all, this will throw an error similar to this: To overcome this, you should add an Inner Join to the table which holds the attribute with the following data field links (in this case I will use Inventory Item as the example): The NoteID link ensures that the right record is selected, and the AttributeID link ensures that the right attribute value is selected. In your results grid, instead of this: You should use this:  Once you had switched out those values you will be able to load your GI:   Happy GI Building!

I have a Generic Inquiry that was created from scratch. It is published to the UI & it is exposed over Odata.  It is a combination of 3 source tables.  PX.Objects.CT.Contract; PX.Objects.PM.PMForecast and PX.Objects.PM.PMForecast details.Within Acumatica itself this rendering as I want. The results grid shows each column with the desired custom captions.  This all appears to be working as desired.If I try to connect to this OData feed via Excel\PowerQuery via OData there are issues when I try to navigate to the actual result of the GI.Specifically the Custom Column that I created as a concatenation of two columns doesn’t appear to be in the dataset and there is at least one column not currently in the definition of the GI that IS showing up.  I *think* that this was the previous iteration of the GI as I was working on it.  My question is that after “saving” the GI with the desired updates, do I need to re-publish to the UI to have my changes visible on the OData feed?  

Hello, I currently have a GI set up to display an amount with a decimal that is two digits in so we can display it as 1111.00. Does anyone have any tricks for getting the value to add commas in after the hundredths place? Below is my current config.=iif([ComplianceDocument.LienWaiverAmount]=null,'-',left(cstr([ComplianceDocument.LienWaiverAmount]),instr(cstr([ComplianceDocument.LienWaiverAmount]),'.')+2)) Thank you,Justin Long 

Hi Everyone,How to customize the Report Definitions screen to add the fields under the Default Data Source Settings for the PM Type.  

Can we create a GI directly from a report. I want to make changes in the report and it is very hard with the report designer to do that. 

Hi all,I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

Recently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week.  they were working previously.  The automation schedule history shows that the schedule fired and was successful.  The attached report in question does not have any parameters, and runs without errors when run separately.  The email addresses are hard coded into the Email Template.  There is no record of the email on the All Emails screen.Has anyone else seen this issue?Thanks,Laura

Hello, is there a way to prevent duplicated quantities and amounts for items that are shipped and invoiced multiple times? This is for a single sales order that is invoiced multiple times due to split deliveries. 

I created two subqueries.  One totals the sales booked by order date and the other totals the invoices billed by doc date.  When I add the two subqueries to the main query and try to filter on a date range I get the object reference error.Booked QueryInvoiced QueryBoth are grouping by date, the formula is makes the amount negative if a CM.ConditionsMain left joins invoiced query to booked query by date.Without the conditions the data is returned