Reports and Generic Inquires

Hello guys, Main question is:Can you go back and recalculate a Stock Item Unit Conversion Factor that we just changed on previous orders so it can show the correct sold amount of Gallons? Problem:We found the Gallons for product  7352 - Pool Acid, and 4980 - Muriatic Acid   were not being added and calculated properly.In the reports they showed as 1 gallon each, when they are sold as 1 pack = 168 Gallons each.  Change/TestingWe then made a change to the Stock Item Conversion Factor as you can see below.  “1 Unit = 168”We tested by adding the product to a Sales Order, completing it, and then running the report and it showed the 168 Gallons being added. Result/ProblemOur whole report doesn’t show the correct Gallons for these in last years’ sales.  Is there a way to go back and recalculate these using the new conversion Factor?     

Hello everyone, I understander GI and GN line type in ARTran table. But what is DS and MI line type? I can’t find any information about this. 

I read somewhere that with 2021 R2 it should be possible to make URLs clickable in a Generic Inquiry.  Does anyone know if it’s possible and if so how do you do it? 

Community,I’m looking for a way to be able to export a GI that has the total aggregate function set up.  The report that I have has multiple items that have the SUM aggregate function set up, but when we export that to excel, that information does not export. Is there a way to get this to export?Bottom of the GI report Thank you!Trisha 

Age analysis with ODATA report – how do I create generic inquiry that includes ageing buckets with comments from system

HelloI have a number in Acumatica Report which is calculated from following expression:How to display this result from Decimal in words?I found  a few articles but it isn’t what I need: https://www.acumatica.dev/admin/decimal-amount-into-text-words/ but it converts a value of field to words https://acumatica12.rssing.com/chan-6994821/article91.html build very long formula so it isn’t suitable for my case with Trillion number https://stackoverflow.com/questions/51728097/how-to-call-acumatica-function-from-report-designer I do not have access to the production server to edit ReportLauncher.aspx.cs file (Website Folder > Frames)Do you have any solution?Cheers

In our previous version of ACM (2022R2) i had made a generic inquiry that was a central place to see all items that are backordered. I am currently testing in the 23R2 sandbox and that inquiry will not work. Here is what it looks like in our current LIVE 22R2 version. I am not sure how to fix it in the new version.. it looks like they changed some DAC’s.. Can anyone help? Thank you! :)  

Good day,I am trying to do nest IF Statement for the style based on the results.  I have a syntax issue which I can seem to resolve.  Any assistance would be greatly appreciated.  I have work on a couple of hours now. Thank you.=IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=0,'Green60'), IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=1,'yellow60'),IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])='-1','yellow60'),IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=>2,'red60'),IIf(DateDiff('d',[SOOrder.RequestDate],[SOOrderShipment.ShipDate])=>-2,'red60')

How to Hide Zero from a report.Highlighted fields should be hide?  

Hi,In the case we have a multi select combo box attribute like this :Attribute I want to isolate a specific value of the combo box like the last one (ValueID=Complété).For this, i put a formula in the GI and I get this error message(Picture Below).=IIF(INSTR([FSServiceOrder.DOCUMENTS_Attributes],'Complété')=1,True,False) I putted a Schema Field “FSAppointment.Completed” GIDo you have an idea how to resolve this?Thanks!

We’ve run into an issue where the Submittal GI is showing different results depending on the computer it is being viewed on. On my computer I see everything correctly, whether I’m logged in as myself or one of the users who see different results on their computer. It also doesn’t matter what browser I have Acumatica open in, I still see the correct results. Everyone who has the same computer as I do, also see the correct results. For the others seeing varying results, some of the submittal records are showing twice, and some aren’t showing at all. I’ve noticed this seems to happen with records that are at or near the end of the page. On some computers, you’ll see the records on one page and then the same record shows again at the top or near the top of the next page. These should be completely different records. Each time one of the records “duplicates” it causes the real record that should be on that row to not show in the results. If a search is done the record will pull up, and if w

I am currently trying to make a PositivePay compliant output from a Generic Inquiry. I am attempting to remove all comma, dash, decimal, and non-numeric characters from all numeric fields. So I would like date to be 010924 as an example. I see that my question has been answered here:  However when I apply the below code to the Style field of APPayment.DocDate it has 0 effect on the output. I notice this solution was posted a year ago and I wonder if there has been some sort of update between then and now which has changed the approach?=Concat(IIf(Month([APPayment.DocDate]) < 10, '0'+CStr(Month([APPayment.DocDate])), CStr(Month([APPayment.DocDate]))) + IIf(Day([APPayment.DocDate]) < 10, '0'+CStr(Day([APPayment.DocDate])), CStr(Day([APPayment.DocDate]))) + Substring(CStr(Year([APPayment.DocDate])),3,2) ) 

Has anyone created a dashboard widget that displays the number of current open tasks for the dashboard owner? I’m picturing a tile that displays the # of open tasks the dashboard owner has that changes color based on current, due or past due (or based on the # of days past due if that is easier) that you can click to drill down to the actual tasks. I’m new to Dashboards and am not sure where to start! 

When i generate my report as excel i get these spaces between rows. How can i fix this. In some sections of the report there isn’t any space. but in the last section of the report i get these spaces.  Here are the joins used. Date of payment and bank belongs to subreport 4 and the other details belongs to subreport 2sub report 4sub report 4sub report 2sub report 2 

I’m trying to create a simple Year-to-date chart on a dashboard to compare 2 different series of data and am experiencing an issue when sorting on month number.I would like the data to display in correct month order (i.e. 1,2,3,4,5,6…) and instead it seems to be sorting differently (i.e. 1,10,11,12,2,3,4,5...). I’ve tried multiple Sort By options on the chart settings and nothing seems to change. Is the sorting issue because I don’t have a full year’s worth of data in both series? Are my sort settings wrong? Am I representing the month number in the GI the correct way? Any help would be appreciated. Thanks!GI DatafieldGI DataChart SettingsResults 

Hello Community,I was hoping you can shed some light on this issue…We show duplicate Vendors in the Vendors' Generic Inquiry.    This is how the table relationship is set, I believe is probably incorrect because of this.   Please help me set the relationship correctly. Thank you

We have a custom report that will display list of stock items with their age and the customer that is associated to those items. However, one stock item can have multiple customers linked and this is causing the items to not appear on the list.Is it possible to add multi select functionality on the report designer? I am also attaching the report file below. thank you for the help in advance!

Hello all,Just curious how we could find the generic inquiry behind any screen. For example, the 'Account Summary' Screen: ScreenId=GL401000.I ask, because the mission is to create a dashboard tile showing the ending balance for a certain GL Account where the record period = the current period.I’d like to understand where I can copy/edit/manipulate the data I see on the Account Summary screen. I tried:Navigating to the screen Customization button (looking for ‘Edit Generic Inquiry’)But ‘Edit Generic Inquiry’ is not an option.What is an efficient way to get the info in the grid below, assuming I can create the parameters for Ledger & Period?Thank you for any input. 

Is it possible to reference a custom field derived from a formula in the conditions of a Generic Inquiry? i have the below formula that will tell me if a sales order is within our capacity or if the order is more than we can handle. How do i reference this in conditions so that the generic inquiry will only show me ones that are over capacity. i can do it with a filter, but i dont know how to have the filter show up when i put the GI on the side bar. We want the GI in the side bar to be empty unless it says “OverCapacity” in the field circled in red when looking at sales orders.=Switch([EAU.Value]=Null, Null,DateDiff( 'W',[SOOrder.CreatedDateTime],[SOLine.ShipDate])=0,'Due Date is equal to the Creation Date',([SOLine.OrderQty])/DateDiff( 'W',[SOOrder.CreatedDateTime],[SOLine.ShipDate])>([EAU.Value]/50),'OverCapacity', 'Good')

Hello Community,i have been trying to get the results on the basis of the following scenario:I have an SO with Item 1A, Item 2A, Item 3A,  Item 4A (all of these of 200 in qty each) under Item Class A and Item 1B, Item 2B, Item 3B, Item 4B (all of these of 40 qty each) under Item Class B.I have the requirement to print 1 label per every 200 qty for the items of class A & print 1 label for every 20 qty of items of class B.So the label shall display as: 1 of 4, 2 of 4,...4 of 4 for Items under Class A and 1 of 8, 2 of 8,...8 of 8 for items of class B.I have been able to display by putting the below conditions in the report designer:  And have put up the grouping condition for Item Class.But not able to display the requirement as highlighted in the below screenshot:  How can I put up the condition to display the above requirement

Is there a faster way to flag needed Generic Inquiries for Odata rather than going through each and every one by one and flagging the ones desired?

I am working on a report, and this customer has two language localizations. Chinese/English. Once the user has selected the localization, and logged in.  I am looking for a field/variable that will tell me what language the user is currently using and conditionally display some information. I am using the customer.localname and vendor.localname.  But want to know what language, the forms are currently being displayed in, so I can conditionally, replace some data in some fields. In this example, there is no default language selected, or alternate language.This means that the optional language specific fields like descriptions are not in play.   

Does anyone have a custom gui or report devloped to provide something similiar to:  

I would like to display the Profit Magin % on the page that list all the service orders. I tried adding the FS.FSProfitability table and pulling the field to appear on the results grid in the Service Order GI. Since these fields are listed as “not in the database”, I get an error. Can anyone provide some guidance?

Hello,I have created a GI which I mapped in Portal, now how can I restrict that only Portal customer see their data ? Now it is visible for all. Please advise.Thank youJennifer