Reports and Generic Inquires

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?

The report does not give me any data and shows this as an error 

Hi,Can I get a report of the activity of each user for using the system?Thank you.Regards,Raymond

Hello, I made a simple rpx like below.I would like to sort the lines by inventoryCD.I don’t know why. is it caused by the relationships below?Or is it that the sorting did not work for group sections? The result is not as expected. It is not sorted by inventoryCD. 

Dear partners and customers,Currently we are revising the process of sending reports, and we’d like to get your feedback on whether merging reports into one file is useful to you.We suppose that the Merge Reports functionality is being used primarily for gathering several reports into one email which is obviously useful and there is no doubt about it.At the same time, merging several reports into one file does not seem helpful and we’d like to deprecate it.Are there any business cases when it is needed to get one merged file containing several reports rather than several reports in separated files?Any feedback would be much appreciated. 

Hi everyone.I am encountering a layout error with a field that will not display when printing on a Purchase Order. I have created a PO and generated an intercompany Sales Order. under the “others” Tab of that purchase order there is a Related SO nbr which i need to display on my PO layout. In my Report Designer i have selected this field [POOrder.IntercompanySONbr]. It is standard in the Schema and did not need to be brought in via manual connecting.  When i print this report the field is blank and does not show the related SO Nbr.  I have tried refreshing the Schema and refactoring but nothing has seemed to change.Would anyone have an idea to what the issue could be here. 

I was trying to set up the Lot/Serial Numbers Report (IN.61.30.00) to be an automated report (CST.SM.20.50.20) that gets emailed out, but I did not see it under the Screen ID selection.  Or maybe it was Business Events (CST.SM.30.20.50) that I was thinking of that would send out emails.Is this an access thing I need to turn on or it cant be done?

Is it possible to create a report that shows the difference between AP and AR from the same vendor. (i.e the vendor is also the customer). 

Has anyone created a Summary Invoice for Projects. In contracts there is a drop down for Summary or Detailed Invoice. Anything similar in Projects

Hello - Is it possible to display notes from the Customer screen on a Generic Inquiry? I see it’s been added to one of our reports via =[Note.NoteText] but I cannot figure out how to recreate in a GI. I cannot find this CustomerMaster table in the GI screen:  

On our Shipment Confirmation form we provide our lot numbers on stock items but on a service or non-stock item I want to hide the Lot # field to not show that doesn’t have a lot code. See below. I tried using =IIF(StkItem = FALSE, FALSE,TRUE) in the text box visual expression behavior but it does not work. Can someone let me know if I need to add something to the schema to make this work? 

My Mass Update is greyed out in my GI regardless of the Entry Screen I set. I am using APTran and trying to mass update the 1099 Box form on all of them. When I go to select an entry screen, I only get Bills and Adjustments as the “PL” screen, not the actual entry screen. Using the PL screen still renders all my options as greyed out.  I assume I’m missing something obvious, so any help is greatly appreciated.

Hello Community,I have created a new GI and have a question on it.  It is pulling information how I wanted, but then noticed that it is missing information.  This is a copy of the Account Details report, but I added the Reason Code column.This is the report results:For the Reason Code column, the SCRAP result should continue down the report as it is all the same record.I have tried different relationship set ups, but the SCRAP is not coming through for the rest of the items.These are the relationships that I currently have set up:GLTranR left join to INTranGLTranR left join to GLTranGLTran left join to BatchAny ideas/feedback is welcome!Thank you,Trisha

Hi There,I’m looking for AP retainage report shows open retainage invoices as of historical cut off day. Ie.  Open retainage invoice as of Oct 31 2023. Thank you.