Reports and Generic Inquires

Hello! I am trying to create a GI to see consumption (issues, adjustments, invoices) and receipts by stock ID by week # (ex. the 15th week of 2023 (15 2023)). We are struggling to take the information from “Inventory Transaction History” and put it in a GI. The table name we’re looking at is InventoryTranHistEngResult and its relation to intran and intransplit.Thanks for your help!

Hello Community , I need to make an report of AP and AR invoices which are in same Due date , in generic inquiry , i use left join AP to AR on Data field of Due date , but i’m facing with issue of repetition of data ,For example at 2/15/2024 i have 4 AR invoices and 1 AP invoices , in the Result Grid AP invoices will repeated instead of showing just 1 invoice . also when i want to use group by i have same problem on summing the invoice amount and if i want to use Union Join there is no featuret in Generic inquiry .in a nutshell, how can i avoid repeating data in Generic inquiry

HI,I need to send out email to all existing employees.I have created a GI with all active employees and their Email address.I have also setup a Business event, with Email Notification. Business event works when new record is added, but I need it to work for all records.  Please Help!!!

I want to take a look at the current access rights for all users and roles to determine if they were given proper rights according to their nature of job duties or roles and determine if the access rights needs to be modified.

Hi Guys,Hope you are all having a great day!!!I have been using a GI to calculate our weekly labour costs.I have encountered an issue where if a BOM Cost is calculated, from the BOM, a fair few BOM costs disappear from my GI and i have to roll the costs, we have near 60000 InventoryIDs, and this is quite a lengthy process.My GI is attached and our VARs are unfortunately unable to see anything wrong.Am I using the wrong table? Should I use BOMCostHistory rather than BOMCost?Any help is greatly apreciated,Thanks,Aleks!

How to retain the formatting even after refresh ?

Hello all,I have been working on Budget Details GI and I am looking to add the ref numbers of the PM transactions, only the ones that either have the status as On-Hold or Balanced. I am able to display the correct figures, but the ref numbers are getting duplicated even for the Project Tasks for which no PM transaction has been created. How can I resolve this?  Also attaching the XML file for same.Kindly let me know how to resolve this.Thanks in advance.

Community,I created a new GI from the INPIDetail table.  In my GI, I am attempting to create a date parameter that is required.  I have it set up, but when I run the report, no matter the date entered, it will not return any results.  Looking for some pointers.Parameters tab in the GIConditions tab in the GIReport results.The goal is to have the user be required to enter the date and return results from that date of the cycle count.  Most generally they will use this report the day they do their cycle count. Thank you,Trisha 

I am trying to bring in 2 different qty avail fields in this GI. I have a finished good (kit) sku on the left, and the related kit components on the right. The qty avail is pulling from the InSiteStatus table, but it is only pulling the kit sku levels in. Based on the pictures below, how would I display the kit components qty avail? 

I attended a fascinating summit session given by Steve Hoglum in which he discussed how to optimize GIs by applying conditions in the GI relations table, if I am remembering correctly. I downloaded the presentation PDF but I couldn’t find what I was looking for.Again, if I remember correctly, he suggested adding conditions in the relations table, something like this:Did I remember correctly? If so what is the format for dates?

HI I am unable to login to Acumatica Report Designer. I am using my local host and login credentials but it shows me error “Unable to connect to remote server” . Can anyone help me please  

Hello team, We have a customer that requires us use the report: AP622500.rpx[AP Payment Register] to print payment remittance emails, so we have used the email settings to adjust the subject and the body. Previously they were using an email template which copied files from the email to the Checks and Payments form.  We can see that the payment remittance went out with the attached report. But the actual record does not have the file.  Is there a way to add the file, when processing records from batch payment . 

Hi there, newbie to Acumatica here and I hope someone can help.I have a workflow where my users (field services) will complete an FSAppointment and upload image files to support the work. The customer will then sign that the work was done. There are three files I can see uploaded in Files, two with a prefix “image_” and one with a prefix “signature_”. I want to add the photos and signature to the appointment report with the photos of the work and the customer signature on each report..I have tried to display using =[FSAppointment.NoteFiles] but the first image is displayed.How can I specifiy the signature and/or the uploaded files?ThanksMilan

Customer wishes to learn to create Business Events.   I found the Help in the link belowAny suggestions for additional training other than one on one?https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=920e13d8-387c-404f-8b33-c200ac66df98 

We are a Professional Services firm that is relatively new to Acumatica (August 2023 go-live). Prior to having an ERP, we were using a mesh of systems that didn’t communicate with one another, mainly Sage50 and excel. One of these items, however, became a staple in our Revenue/Cash Flow forecasting. It was essentially a custom built behemoth that was added to every time a new engagement was signed and/or scheduled. From there it would aggregate by month and we could pretty accurately predict what we could expect our top line to look like. We also used it to track billing and hold the engagement leads accountable when they were not billed in a timely manner. This information was also used to project cash flow for the month, which is vital as we tend to see some seasonality.  Fast forward to now- we have graduated into using Projects for each of our engagements, which was the ultimate goal with Acumatica. This has been great! However, we haven’t quite accomplished moving the aforemention

We have a sales manager who has asked for the Opportunities GI to include additional default filtered tabs so sales users can access and work out of them. I create the filters I need and save them after the GI is created (where it’d live under a tab). Would this be the same process? How do you allow everyone to see them?   

What is the correct GI Relations of Vendor and Contact to see the Remit Contact email shown below ?(this is 23R1) 

We have a report that will show any open replenishment purchase order lines. We are trying to connect this with the shipment table - to only show items that are currently not in stock but are on replenishment purchase orders. When I try to join SOShipLine or SOShipLine Split - the report breaks. I believe I am using all the common fields to join them, but not sure why it breaks. Relationship SchemaCould you please advise what I am missing? I have also attached the rpx file. Thank you in advance!@lauraj46 - Hi Laura, any ideas or recommendations would be helpful! Thank you!

In v2022R2, I have set up a custom label that prints fine when the printer is connected to a Windows computer and printing from that same computer.  The printer needs to be located in a space where there are only  MacBook Pros.  When I print the label from the MacBook Pro to the same Zebra printer now connected to the MacBook Pro, it prints fine to preview but when I send it to the printer, the orientation changes on the output.  I’ve connected to the CUPS interface to set the page size defaults, etc., but that does not fix the issue.  Ideas? 

Hello, I'm facing a business event issue that I can't seem to correct. My business event is configured to send an email for each new entry in a generic query. As you can see on this screen, the notification works well for all entries prior to my test outlined in red.Specifically, my Business Event does not apply when I insert 2 pieces of data at the same time for the same appointment (004529-1), like this example in red. 

Hello all,I have been wandering how can I design a report in 2 different languages. I have seen the Translate parameter while trying to run a report, but how & where can I add the translation of the characters in report so that when I select any other language in this Translate option, it displays the characters of the report in that particular language for which I have added the translation? Thanks in advance,

Hello,I have a parameter.I want to select location records when the 1st character of the location is equal to the parameter value.I don’t get any errors, but I do not select any records when I know I should.Any thoughts?Default value of ROW below is “A”.I know I have locations that start with “A” and I report these when the filter is off.  

We have a dashboard tile that displays list of PO Lines based on the user logged in (we have a parameter for this).  Currently this tile shows 7 items, but when you click on it, it only displays 4 (on the drill down) Below are the filters applied on the tile: And here are the widget settings:  Can you please advise what I am missing here and how to fix it, so it shows the right count? 

Hello All,I have been working on Business event that has a report attached. The report has the Company/branch parameter that i would like to pass for the business event too. Notification Template screen The parameter value is being selected from the GI. But eventually the event isnt firing. I have this condition to enter in the parameter value = ‘Branch A’ only instead of all the branches.And when I click on the From Schema checkbox under Report schema in the Notification Template screen it displays the following error: How can I put up this condition and successfully trigger the conditions? Thanks in advance.

I want to get the Vendor’s Bank Name, Bank Address, Account No, and SWIFT Code for the the Purchase Order report as shown in the below screenshot.Intended Output for the reportI know these attributes are in the CSAnswers DAC. But it is somewhat confusing. I need to add these bank details as shown in the below screenshot.Can I know how to accomplish this as in above?