Reports and Generic Inquires

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 

Hi everyone. I would like to know how to hide the canceled PO lines on the printed report form. Thank you.

Hello Everyone and Happy New Year!A client of us, just found this Reference Report guide from 2018 😔Is there anything like it available now for 23R1 or R2? https://s3.amazonaws.com/acumatica-builds/builds/2018R1/PDF/AcumaticaERP_Reports.pdfThank you,Claudio 

hiquestion  is there a way in acumatica to set minmum  pricing (or even max pricing ) per unit of measure meaning you cannot go lower then the speicfied minimum price fo that particular unit of measure just to be clear the min max price im asking is not a price that would be given to any customer automaticly it would just be an option that if the salesperson wants to give a special price they would be limited till the min price 

Hello,My company and I are having trouble pulling in the sales tax at the document level for the 1099 Year Details (AP654500) report in the Payables Module. Would anyone have any ideas how to pull not only the bill detail amount, but the bill total including tax total. We have tried enabling the pay by line feature on the vendor and vendor class, but that didn’t solve our issue. Thank you, and I would appreciate any insight into this!Example: 

How do you handle Sales Analysis when there are millions of records to query?Can you build summary data in the Acumatica database on a weekly basis ?Or are there Data Warehouse options for Acumatica ? 

Hi All, I was trying to generate Custom Weeks for 2024 Year using the Time and Expenses Preferences Screen.  But when I save the above records, the below error is occurring. After investigating the issue, I found that there are already few records containing weekIDs of 2024 in the database(EPCustomWeek table) for previous year as below.   I suspect that this should be the reason for above mentioned error message. Any idea on this? How can I solve this issue? Thanks

Hello All,I have a condition where I have been looking to customize a report related to production order.The scenario is there is an stock termed as “Item FG” which is required to be produced. The materials required to produce this are “Item A1”, “item A2” & “Item A3” and so on.Item FG has 2 attributes namely:Target Weight that has an integer value mentioned as 5 andDesired Mass per Run has an integer value mentioned as 12500 Similarly,Item A1, A2 & A3 have attributes namely:Additional Run that has an integer value mentioned as 1 (for Item A1), null (for Item A2), 3 (Item A3) respectively. Now I would like to customize a report where I would like to calculate & display one of the value under Item A1 as:if Additional Run of Item A1 is not null then it should calculate the formula as:(Quantity of A1/Production qty of Item FG to produce/value of Desired Mass per Run attribute of Item FG/value of Target Weight attribute of Item FG)*Additional Run attribute of raw material Item

Hello guys,We are running these 2 reports, and they don’t match by cost, sales, or margins for the same periods.          1-  WHS Cost Sales Summary by Customer          2-  Sales by Product Class Is there anyone that can assist?  

Afternoon guys, Hope you’re all amazing! I am attempting to automate our ‘Add Order’ to shipment. I have got the Import Scenario and GI working but can’t seem to figure how I can get a business event to trigger when the GI is populated. The GI works by detecting items which have been manufactured (moved) and are allocated to a sales order.Below is the BE:BE history below too:If anyone has any suggestions, they are greatly appreciated and welcomed! Thanks in advance! Aleks

I am attempting to create a Generic Inquiry using the Start Time and End Time fields of the AMMTran DAC for Labor Transactions.  In the Labor screen, these fields have values, but when added to a Generic Inquiry or viewed in the DAC data preview, the values are blank.Has anyone else experienced this and have a solution?Th​anks!​​​​​​Luke

Hi, Could someone please tell me how to get rid of the Second Page (No Details) that shouldn't be there? 

I am trying to edit our Sales Order report.I can go to Sales Order screen and click ‘edit report’However, when I try to open the report file Report Designer does not open.If I try to open the file from within Report Designer, I get this error: 

hi  i was wondring if its posibile to add a freeze panes in a gentic inquiry like you have in microosft excel #2 is it also posible to a a sum row for example i see on the bottom it tells you how many records there are but can it also sum up a certain column 

Hello, We are using 22R1 (upgrade to 23R2 is in process).  I have successfully set up Data feeds from Generic Inquiries and have been using them for some time, but have noticed some issues trying to add new GIs that are exposed to Odata. Wondering if any of you have thoughts on how to fix the following:When I create a new GI and expose to Odata, using the standard URL string in the data feed setup in Excel for Mac doesn’t pick it up. I have tested just putting in the URL in a browser and it shows all the GIs exposed, so I know they are there. What I have found as a hack is I have to create some new element of the URL and use that in Excel for the GI to show up. Anyone else experience this or know why it is happening? It is really frustrating to create GIs and not be able to use the standard URL for seeing them in Excel Power Query and then loading them in the spreadsheet. Thoughts on why I need to add something like “?select=*” to the end of the URL so it will see the full list? If I t

Hi Team, I would like to display the print count in the 'SO643000' ‘Invoice & Memo’ report. Please find the attached report.I referred to the mentioned blog for a solution,https://asiablog.acumatica.com/2019/02/how-to-count-number-of-prints-in-acumatica.htmlbut it is not working. I also added a subreport for this, but I am not getting the desired results. My goal is to show 'PRINT' the first time and second time is to show  'REPRINT' . However, the solution involving audit history always gives me incorrect results and sometimes results in a blank output.Kindly assist me with this issue.Regards,Sagar

Hello,        Happy New year 2024. Everyone.  Somebody surely did this before. I just wrote down my findings to help others which did not know this.       Supposing the users would like to compare this month’s sales figure with last month and the same month last year. You can do this like below:     1,  Designing a sub report which we can group by customer or by items that serve your needs.     2, Designing a main report below, and put 3 sub reports on a line as below.       For this month, you can pass @monthstart and @monthend as parameters to subreport.      For last month, you can pass @monthstart-1 and @monthend-1 as parameters to subreport.      For last year the same month, you can pass   @monthstart-12 and @monthend-12 as parameters to subreport.    Then you run the main report, it would displaying three months together for your review.         Note, if you would like to export it to excel, you should make the textbox same heigth in sub report carefully.          Thank you ,hap

I have the following attribute: We then use one of these values in Project Quotes: Now I would like to display a calculation of this Attribute value and the Total Sales value in the Project Quote PL GI. I tried to apply the below calculation:​​​​​​​But it doesnt display the results:​​​​​​​What is the mistake in the calculation that I am making? Please guide me through it.​​​​​​​Thanks in advance.