Reports and Generic Inquires

Hello! I’ve created a business event to send out an email with an attached form (AP payment remittance) whenever it is triggered (or payment is issued). I’ve created this same exact event and form in another tenant and it works perfectly! However for some reason in this one, it will send the email and form, but the fields appears blank. I’ve tried recreating the event and form several times and nothing seems to be working. Does anyone have any idea how to fix this?  

Is there a way for Report Designer do a proper validation for sub report variables?The Expression Editor always returns this error when validating a Sub report variable, even when the syntax is correct:The variable returns the expected value without any issues when you run the report.Knowing that this is a false check, we are just very careful with the variable syntax in both the main report and the sub-report.Thanks   

Hello team,I would like to know if it's possible to set a default value for a Generic Inquiry Parameter. Specifically, I want the parameter to pull financial periods from the prior period.For instance, if I am logged in with a System Login Date of 1/9/2024, the Period parameter currently defaults to 01-2024 when I open the inquiry. However, I would like it to default to 12-2023 (December 2023)Regards,Sagar

Hello, I have a report created to track changes made to vendor profiles. Then I’ve also setup an automation schedule, business event trigger, and email template that will send out an email once a day with all changes to vendor profiles from the previous day. The email gets sent out only when changes were actually made the previous day, which is fine. However, the issue I’m still facing is that when using the HTML embedded format for the email, it only shows the top 3 lines from the report. I’ll share the schedule and business event here. The report also is created from the following generic inquiry.  Does anyone know why it won’t show all the record changes?  Thanks!

HI, I added a parameter to a GI. I want to use that parameter in the filters that create a tab via the funnel. I do not see how to do that. The case is that we have a GI to show SO type transfers. The parameter is for warehouse. The condition uses the parameter to display the order if either the Destination Site ID or the Default Site ID. I want to create tabs for the To warehouse & the From warehouse. Thanks in Advance.

Hey Community!I would like to make a GI available to our portal users, as the standard screens offer hardly any possibilities for dashboards and these queries should serve as a basis for KPIs.For example, I would like to build a GI for the cases. However, all tickets of all users are always provided there. However, the users should of course see the data records that affect ther Business Account.In the conditions, I have tried different variants, for example with Contact.BAccountID and CRCase.CustomerID. However, without success. Do you have any tips?Thank you very much!

Sales Order Quote Report  Print-Quote-Form: Screen ID SO641000

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.