Reports and Generic Inquires

Hello, I’m looking for a way to count the color with the Generic Inquery, for example here, I want to count all the green case per line. Line 1 : 2 , Line 2 : 3 …  This is the query for the green and orange color : I try a COUNT() but it didn’t work.  Do you have an idea ? 

Hi, I want to add the APPayment Ref No into Bill and adjustment GI, and the Data field is ‘displayRefNbr’ from Table APAdjust.But why the data field is empty? is there any another way to fulfill my request? I have checked the Dac Schema review source data, the whole role of DisplayRefNbr is empty.

I am looking to create a GI with Kit Specification that will show all the item within the KIT as well as Sub Items that will explode for the same specific KIT. Example P# has A123, B123, C123 and S123 (S123 is a KIT), S123 has S234, S345, S456. The goal is to have everything P# required both components and Sub Components under the same P#P#A123B123C123S123S234S345S456At the moment I can’t get the S# to show under the P# in the same GI.  Also, we do not use BOM.  Currently the Sales Order explodes that KITS when the Placeholder for that kit is used. 

Hi everyone.  Is there a way to deduct the applied credit memos of an invoice on the “Net Sales” field of Sales Profitability by Customer and Order? Thank you. 

 when we run the inventory balance report, we find that the numbers are not accurate to what the inventory allocation screen shows.  The Inventory allocation screen is correct, and the inventory balance report is wrong. - what do we need to change or adjust to make the report correct?  I do have rights to the report designer so I can adjust the report if needed. . 

Hello - I am trying to produce a report that shows AP Bill transaction detail (have this already) that also shows if that bill has been reclassed and if so, which accounts they were reclassed to. I’ve tried linking several different tables but none of them seem to work. I thought I was close by linking the GLTranForReclassification but the NewAccountID does not seem to work, keep receiving the below error. Does anyone know of a way to achieve this?  

I need a GI to show the Purchase Receipt History info, and the Element Properties show the name POReceiptPOOriginal. But this error message prompts ‘Invalid object name 'POReceiptPOOriginal'.’. Any other way to get the relation table? 

We have a non-stock item we use for A/P that tracks the labor used for one of our mechanics (it’s a vendor).  We would like a report that can give us the number of hours and the rate for that item. We have been able to run the Purchase Order report for the item, but we do not use a PO every time we have them work on our equipment. Thanks in advance for your help! ~Audrey

OK. As usual, this is a question that might be a little odd. I have a custom field on the production order called “JOB”. When creating an order that has multiple subassemblies I want to identify/filter the orders by “JOB” so. I am trying to figure out a way to show the “JOB” number from the product order on the same line as the associated subassembly. Something like this. I thought I might be able just pull in the AMPRODITEM twice once for the product and the other for subassembly and do some kind of IIF to pull in the “JOB” but hit a wall there. Thoughts? ORDER       ITEM       PRODUCT ORDER        JOB67890          TACOS      12345                     TACO MACHINE

Hi-We have tons of sales orders created today (8/8/23): When I filter by ‘Created On’ equals 08/08/2023 I get the proper records:I also get the proper results when clicking ‘Today’ under the filter: However, I get zero results when filtering by Created On = @Today This filter is required in order to make a dashboard (same results can be seen by making a dashboar

Hi, I am creating a GI and I want to do a calculation with the data field with aggregate function. is there any possible way? the GI XML file in the Attachment. Thank you. The calculation should be SUM([curyLineAmt]) / SUM([curyRevisedAmount])After the use my formula with aggregate function, it shows this error.  

Hi, I have meet an issue when I create a GI, This attribute I have selected before, but right now I already unselect it, but why it will still appear in the value of attribute? 

Hi, I want to create a GI for checking the Customer attribute status, But the Value shows which I have selected before, but unselect already.Can help me check what is the issue?

1. the output with 5records 2. user can filter based on the execution date in the report 3.after applying execution date filter I need unique location ID in the report how to do the in report designer. please help me in solving this issue  Thank you   

Hi, I meet an issue when I create a GI, the data displayed is looping, is there any way to prevent or solve it? 

Hi everyone!.I’m trying to add the “Inventory ID” to this report.Every “Job Code” have a different “Inventory ID” ( that can have ‘n’ Items),  I’m able to print the first Item of the Inventory ID, but then it repeats for others “Job Code” in every page.  There is something that I’m missing in the Relationships or Groups?.I attached the file below.Your assistance is greatly appreciated!.

Has anyone found a way to get the Processing Status (ARPayment\CCPaymentStateDesc) to display in a GI?  It is always blank in the GI, even though if you go into the form there is data displayed for the field.  Would be EXTREMELY helpful to be able to see and filter for transactions that have declined, etc.  

Why we can’t check “Default Navigation” for field “InventoryCD_Description” in Generic inquiry?Is it a bug or normal ?

I am looking at adjusting how some of our Item defined and customer defined attributes and would like to look at scale for any conflicts.I was able to create a SQL query checking all aspects of the Generic Inquiries looking for conflicts with the change.Is this possible? Are the setup values in a Report Designer report stored in the database and query able?

We have created an attribute   CommPCT, Control Type = Text,  Format = #.####Data Entry looks like this.   0.015   This is meant to be a Value of 1.5%We next created a Custom Generic Inquiry that uses the CommPCT in a formula,TransAmt * CommPCT.  However, the formula does not recognize the “.” in the text or recognize the value as a numeric value.  Next we created a formula like this.   =[ARDetail.CuryTranAmt]*cdec([InventoryItem.COMMPCT_Attributes])This sort of works,  It does the multiplication as 15 instead of .015 again this is because the “.” is not recognized numerically.   How do I get the 0.015 recognized as a numeric decimal value?     

We enhance some parts and once enhanced they are moved to warehouse ‘B’ (still under the existing part number) and stored there until sold. I am trying to produce a report from a GI that shows how many parts we have without including the enhanced parts from warehouse ‘B’.  To confuse things in this report we also want to show the demand on sales orders across the company including warehouse ‘B’ so I can’t do a standard condition on the GI to exclude warehouse ‘B’.This is a summary report so one number per part for stock and demand.  If it helps all data is coming from InventoryItem and SiteStatusSummary.  How do I do this?  I have tried some IIf statements in the GI on the field but I get either 0 or the total including the stock in warehouse ‘B’.

I am trying to create an ARM report that gives me monthly expense by GL/Subaccount.I’m running into an issue that I assume can be resolved.  We are still fairly new on Acumatica.I want to be able to enter the period end/financial period and only populate the columns through that period.  As you can see since we have values in June already entered, how do I limit the report to only show values through this period - May 31, 2023.I’ve created separate columns for each month and used the following as my data source: Is this best practice for a 12 month period report and how do I limit the report to only show values through financial period entered?Any assistance would be

hello,      I am managing 3 tenants. And the 3 tenants are using same kind of Dashboard, like sales analysis, but the datasource (Mainly GI) of each dashboard are having little differences. Like different conditions, different filters.      I have designed the dashboard in tenant 1 at the beginning, and save the dashboard as a customization project , and then publish this customization project to tenant 2 and tenant 3 and modify in tenant 2 and tenant 3 on that initial version.     I am meeting the 2 major issues below, can somebody point out a good way to handle.1,  It looks like if I have modified the datasource like GI，  the customization project would not update automatically.  if I  publish the older customization project again, my update in GI would be loss.       What is the best way to deal with this?2, Actually, I have to maintain 3 different Dashboard versio

Hi, I am creating a GI with table POLine and PMCostBudget, after I connect all the relation, there are still some error lines will appear, can please help me check which step is incorrect?  In this PO, it should only have 4 lines, but there have 8 records in the result. I connect the relation with Project task, cost code and Inventory ID, I think the problem is in the cost budget tab have another line with same Project task, cost code and Inventory ID.  So how can I avoid it, or is there any other relation can I con

I mean get rid of this