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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,512 Topics
  • 10,083 Replies
2512 Topics
CourtHagerDI
Freshman II
CourtHagerDIFreshman II
asked in Reports and Generic Inquires
Report Designer Barcode Settings

We’ve recently started creating a number of reports to use for product and carton labeling.  We have not found any documentation around the Barcode Settings. Can someone point us to the reference material for the Report Designer Barcode Settings?  BarWidth, WidthRation, etc. don’t always respond in the way we would imagine.

3531
nathantrauscht
Semi-Pro II
P
Freshman II
Pinny
asked in Reports and Generic Inquires
Grouping in Side Panels

I added a side panel to the stock items GI to show all open SO for an item, however I would like to see the open orders separately per each warehouse, I tried using the advanced filters but they doesn't work on side panels.any other solution how this can be accomplished?  

534
P
Freshman II
R
Freshman II
RManathungage94Freshman II
asked in Reports and Generic Inquires
How to change the report printing order ?

HiWe have a Payment Voucher Report in Quick Checks Form that can be print when the Status is equal to PrintedStatus is Equal to Printedthe Payment Voucher Report But we want to print this Payment Voucher Report when the status is equal to Pending Print.When Status is Pending PrintReport is not showing correct values when the status is Pending Print.Does anyone know how to solve this issue?Thank you.

1205
Chris Hackett
Community Manager
A
Freshman I
ASamson21Freshman I
asked in Reports and Generic Inquires
GI execution issue

Hi All,  I have created a GI and when I try to view the generic inquiry it keeps on loading. Do you have any idea why this happens? Attached is the GI for your reference.  Appreciate any help on this.  Thank you very much.

612
S
Semi-Pro III
T
Freshman I
tanuj81Freshman I
asked in Reports and Generic Inquires
Report parameter not visible in the report screen

I have created one report and it has one parameter but it does not show when i am going to its screen. Not sure what is the issue here. Visible option is also selected. My report screen looks like this. I want my text-box field there for input to run my report. Thanks.

5484
meganfriesen37
Captain II
P
Semi-Pro I
ppowellSemi-Pro I
asked in Reports and Generic Inquires
When going to Edit any Generic Inquiry from the Customization menu I get the correct configuration but wrong Inquiry Title. Any Ideas?

I don’t know what I did or how I ended up with this happening but when I try to edit any generic inquiry from the Customization menu (at the top when viewing the GI results) it shows the correct configuration but the name of another GI.  Always the same GI: pp-oils to convert to template.The URL at the top shows the correct Name so if I refresh the page it shows the correct details which is a workaround but as it stands if I edit it and just hit save it will overwrite that GI and not save to the one I really want to save to.I am stumped as to why this is happening. It happened after I manually added some site map entries but I’m not sure how or why.If anyone has any ideas of how to troubleshoot this I would be very grateful, Phil

653
Chris Hackett
Community Manager
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Reports and Generic Inquires
How to limit a GI to inventory items with a default vendor

I’m trying to generate a GI connecting the InventoryItem table to the POVendor table.  I want to limit the results to only show the default vendor and vendor inventory ID assigned to each item. However, if an item has multiple vendors assigned the results will display multiple lines for that item.This “IsDefault” field does not appear to exist as a field by which I can filter the results: Does anyone know of another way to go about this?

2868
Michaelh
Semi-Pro III
M
Jr Varsity III
mna10Jr Varsity III
asked in Reports and Generic Inquires
adding SO to account details screen

Hi,Would anyone be able to give some guidance on if it’s possible to add the SO # to the account details screen. I noticed there is an account details GI (see screenshot). I know if you click the reference # for the IN module, it brings you to the Issues screen where you can see the SO number. I can’t figure out how to link those two tables (if that is even possible).Any guidance would be greatly appreciated.  

19111
cbrown07
Freshman I
nathantrauscht
Semi-Pro II
nathantrauschtSemi-Pro II
asked in Reports and Generic Inquires
Adding Lot/Serial Number to AR Invoice AR641000 using IIF()

I would like to add the Lot/Serial Number to AR Invoice AR641000 using an IIF()Reason for using the IIF() is because I want to add a line break and ‘Serial Number: ‘ only if the the line item has a Lot/Serial Number. But it’s showing the (False) value regardless of if the item has a serial number allocated or not.iif([ARTran.LotSerialNbr]=null, '', '{br}' + 'Serial Number: '+[ARTran.LotSerialNbr]) I’m not sure what is the problem. It’s like it thinks the line has a serial number even when it does not.I am pretty sure the [ARTran.LotSerialNbr] is correct because when testing it added the correct serial number. Any ideas?

2592
nathantrauscht
Semi-Pro II
aborisova37
Semi-Pro I
aborisova37Semi-Pro I
asked in Reports and Generic Inquires
Set up a Business Event or GI on Vendor record change

We want to set up an audit of Vendor record changes and have Acumatica notify admins if there was an address change or some remittance info update. Has anyone created a business event of a widget to track the changes? It looks like there is a limitation on creating a GI Thanks!

3036
aborisova37
Semi-Pro I
H
Freshman I
horeahekaFreshman I
asked in Reports and Generic Inquires
Correcting Invoice QTY after releasing invoice

Hi All, We shipped the wrong quantity and the invoice is higher than it should be.  Correcting an invoice only allows me to correct the price but not the quantity invoiced.  I want to return the excess items and have the correct qty on the invoice. Is it better to cancel or correct the invoice. 

2854
Manikanta Dhulipudi
Captain II
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Reports and Generic Inquires
Drop Down Field Values in Reports

I have a user defined drop down field. I want to show the display values, not the stored variable values. When I run a GI, I get the values that my users see. When I run a report, I get the underlying variables.Here is my setup:[PXDBString(20)][PXUIField(DisplayName="Routed")][PXStringList(new string[] { "", "NA", "TD", "SR", "92", "LA", "TPS", "TPL", "TPN", "TGP", "TGS", "BD"}, new string[] { "", "N/A", "Troutdale", "92nd BLDG 3", "92nd BLDG 4",  "LA 3PL", "TP Seattle", "TP LA/LB", "TP New York", "TGR PDX", "TGR SeaTac", "Boyd 3PL"})] When I call the field UsrRouted in a GI I get the bottom string as expected (Like “Troutdale). When I call the field in the report writer, I get the field codes from the first string (Like “TD”). How do I get the display codes from the 2nd string in a report? I can make an abomination of an “IF” statement, but that’s not the right answer, because it can’t be scaled. Thanks Everyone!

1411
M
Varsity I
V
Freshman II
VBrundageFreshman II
asked in Reports and Generic Inquires
Entry Type Inquiry

Good morning,We use entry types to deduct fees and other assorted items from our deposits.  Unfortunately in the General ledger the descriptions do not flow through from the Banking module.  I would like to be able to run a report on the amounts for each entry type. General ledger for credit card fees the lines are blankHas anyone encountered this and could help a person out with getting this information?  Or has anyone modified the Account Details report to show this information?

1674
K
Acumatica Employee
M
Freshman I
mcateFreshman I
asked in Reports and Generic Inquires
Vendor Requisition - Quote for One Item at Different Quantities

I’m trying to create a Request for Proposal to send to vendors. I want the vendor to quote one item at 2 different quantities. Inventory ID Qty Req’d IM2300 25 IM2300 50  When I click Request for Proposal, the form merges the two lines together as though I want the vendor to provide a quote for 75 of the item.   Is there a way to get the system to keep them as separate lines so I can send one form to a vendor requesting a quote for 25 and 50? Thanks!

593
kdavis45
Semi-Pro I
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Reports and Generic Inquires
Round currency DOWN to nearest dollar in GI

Is it possible in a GI to round a value DOWN to the nearest dollar? If I try using the available “Round( x, decimals)” function it will only round UP to the nearest dollar.Anyone have any workarounds for this?

1902
M
Semi-Pro II
S
Jr Varsity II
swartzfegerJr Varsity II
asked in Reports and Generic Inquires
Report Writer VisibleExpr for displaying text field

Hi all, I think I’m screwing up my VisibleExpr -- If an InventoryID contains ‘SIM’, I want it to display a text field, but I think I messed up the syntax as I’m getting an error. =IIf( InStr( [AMProdItem.InventoryID], 'SIM' )<0, False ) Is there a better way to define ‘contains’ in the expression?

1122
S
Jr Varsity II
G
Freshman I
garcimig09Freshman I
asked in Reports and Generic Inquires
Can some one help me make a customization in Business account to add purchase history?

My company is transitioning to acumatica and we would like to add sales history to the business account from our stock item list without a sales order. A feature I would like to add to this is to do a import by scenerio to load this information. since I have a lot of information dating back to 2019-present. 

692
miguel80
Semi-Pro III
M
Semi-Pro I
malinthawarnakulasooriya08Semi-Pro I
asked in Reports and Generic Inquires
How to overcome this "Response is not well-formed XML" error?

I did some changes to the standard commercial invoice and made the below report.In this case i wanted to get the customer part number corresponding to the inventory Id in the sales order. Please check the below screenshot.So I joined the InventoryItem with the INitemXref by the Inventory ID. And also i joined the INitemXref with the BAccount by the BAccountId as follows.But when doing this below “XML not well-formed” error pops out.So please give me a support to overcome this issue. Thank you.

7583
Manikanta Dhulipudi
Captain II
M
Semi-Pro I
malinthawarnakulasooriya08Semi-Pro I
asked in Reports and Generic Inquires
How to get the Total Net Weight for the Commercial Invoice without repeating the same weight?

I have created a Custom Commercial Invoice and there is a Net Weight(Kg) filed in it as follows. Commercial InvoiceCorresponding to the above invoice there a two orders in the the detail section of the Sales Orders’ Invoices tab as follows.Sales Order Invoice TabThere is only one order weight for both these items in the FREIGHT section as follows.  Freight tabIf i use the =Sum[SOFreightDetail.Weight] for get the summation as the Net Weight(Kg) the weight is getting double. Please check the below screenshot.Commercial InvoiceCan I know If there is another different Order in the DETAILS section of the Sales Order Invoice Tab and if there is different order weight for that in the FREIGHT detail section, how to get the total net weight for the above invoice without repeating the same weight?  

1772
M
Semi-Pro I
N
Freshman I
Nicole RonchettiFreshman I
asked in Reports and Generic Inquires
Add Custom GI to Customer Portal

Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal. Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account. I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI? 

1521
Kandy Beatty
Captain II
D
Jr Varsity II
dilysJr Varsity II
asked in Reports and Generic Inquires
How to know the quantity of Good in Transit (IN616500) in previous period not up to date ?

Hi everyone,Currently Acumatica system only shows the total quantity of Good in Transit up to date, but I need to know the quantity in previous period but I don't know how to add a date filterI thought we can filter by receipt date but it does not work Thanks in advanced

765
M
Jr Varsity II
J
Semi-Pro I
jwarrenSemi-Pro I
asked in Reports and Generic Inquires
Using an inventory ID in Results GI formula

Can you use a field (such as inventory ID) with a formula of the Results grid? Attempting to add the following formula to a GI: =IIf( [POLine.InventoryID]='Solid Surface', [SOLine.CuryUnitCost]+[POOrder.CuryVatTaxableTotal], [SOLine.CuryUnitCost])  Essentially saying if the inventory ID is Solid Surface, include the PO cost to the calculation, any other lines on POs, do not include.It passes the validation but get the following error when loading the GI:  Are you able to use field within a GI like this?

2552
smilner3
Varsity I
nathantrauscht
Semi-Pro II
nathantrauschtSemi-Pro II
asked in Reports and Generic Inquires
Carrier Plugin - Customer - Carrier Account - Add to Report

I am trying to add [CarrierPluginCustomer.CarrierAccount] to the SO641010 report in report designer.Based on https://watertrucks.acumatica.com/dacBrowser/PX.Objects.CS/CarrierPluginCustomerI added the table CarrierPluginCustomer to get [CarrierPluginCustomer.CarrierAccount] Relationships:Parent Field Link Condition Child Field BAccountID Equal CustomerID    I get no errors and added the value to the report, but when testing the report on a sales order that used a Customer’s Carrier Account, it displayed nothing.We are using the EasyPost Carrier PluginAny ideas what I am missing?I attached the test rpx file as a zip for reference.

1292
Chris Hackett
Community Manager
mike2665
Jr Varsity III
mike2665Jr Varsity III
asked in Reports and Generic Inquires
Change Quantity Parameter to 3 Decuples

I need to be able to input a 3 decimal number (1.000) on the report page for a weight. I have set up report designer to go to 3 decimals but the input number on the report page. Is a customization required or is there another way to get 3 decimals at the input window?  

1193
Chris Hackett
Community Manager
L
Jr Varsity II
lightmanJr Varsity II
asked in Reports and Generic Inquires
How to format a input field to add a 0 in front of single digits?

Hi everyone, I have designed a acumatica form where the user can select our products from a list, input the weight of our products manually and the report will generate a barcode comprised of the product ID and the weight. Our product IDs are 6 digits, and the barcode reader can process 8 digits, seperating the first 6 digits of product ID from the last 2 digits of product weight. How can I format the Net Weight field in the report, so that when the user inputs a single digits; for example, 7, and the program prints 07? Could someone please help me figure it out? Thanks in advance :) 

2065
darylbowman
Captain II

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