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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,404 Topics
  • 9,639 Replies
2404 Topics
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Tables

Hi All,Can someone please help me? I can’t get some tables’ field data so I tried removing some tables and relationships that I’m not getting any data from because it seems like they’re causing it. After removing some, I got those tables’ data. But then, my total net sales, still with same filtering, differed. And that shouldn’t happen. Now what do I do? Returning the tables will not display those field again tho. Pls let me know what I need to show so you could help, thanks a lot!

26512
P
Semi-Pro II
D
Jr Varsity II
dhollindenJr Varsity II
asked in Reports and Generic Inquires
Trigger push notifications on non-stock items

Hello,We would like to receive push notifications when non-stock items are added or updated. We added the IN-NonStock generic inquiry to one of our existing push notifications, but we are unable to trigger a push notification by updating an existing item. We experimented by adding another GI (AR-Customers) to the same push notification and had no trouble triggering notifications with that one. Is there anything about the IN-NonStock generic inquiry that might be preventing us from triggering notifications? Is it indeed the correct GI to use for this purpose?Thank you.Dave

2337
C
Jr Varsity II
S
Freshman I
smechler1Freshman I
asked in Reports and Generic Inquires
Report Writer Struggles - Value appears in Acumatica but I can't insert it into a Report

I’m struggling with an issue with the report writer currently. There is a value that exists within Acumatica that I’d like to display (see “Desiredproperty_Values” for its examine element screen) but despite the category of AMProdMatl being populated by my schema builder (see Schema Builder) it does not appear in the list of values I can assign to appear in a text box. it should have all the same properties as the previous value that appears in the field that I’d like to change from (see Currentproperty_Values) so by my understanding when I use the schema builder to populate my report, that value should also be grabbed.What am I missing here, folks? Why would populating AMProdMatl pull 1 variable but not another?

924
S
Freshman I
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Conditional Statement

Hello,I need to add in this conditional statement ‘if ARTran.SalespersonID is null’. What statement do I need? Thanks a lot! 

1042
Chris Hackett
Community Manager
hayleehicks
Varsity I
hayleehicksVarsity I
asked in Reports and Generic Inquires
Consolidated invoice PDF by invoice detail item class?

Hoping someone has some ideas on how to accomplish a data request! Client needs to be able to print invoices over xyz date range and include invoices that have items that fall under xyz item class parameters. I’ve seen how to pull a date range consolidated invoice but havent quite figured out how to tackle the added layer of reaching into the invoice detail and looking to see which invoices have a certain item class on them. Any ideas are appreciated!

1837
BenjaminCrisman
Acumatica Employee
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
How to put many columns in one report

12Hi all,I need to make this report into 1. As you could see, I couldn’t fit all the columns in 1 page, what I did here was made a parameter to manually chose what page to print first, thus making them available in separate pages. But I need them as one. Can anyone please give me an idea? Thanks a lot in advance!

1333
S
Semi-Pro III
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
How do I know if tables get related, I can't see data and there isn't error message in the field

I'm trying to display the Department of the salesperson in my SO summary report.I joined SOOrder and EPEmployee with salespersonid. There is no error that tells me there wasn't that table so I assume I ain't wrong in schema. But there's no data display from EPEmployee table. What should I do? I appreciate any help, thanks!

49118
P
Semi-Pro II
R
Freshman II
RManathungage94Freshman II
asked in Reports and Generic Inquires
Print only one value from multiple lines.

Hi,If I have two tax details lines in a form,How to print the Taxable Amount only from the line with VAT 15 as the Tax ID? This is the table summary for this form.What condition should I put in the report designer to print only the value from the line with VAT 15 as the Tax ID? Thank you.Regards.

472
R
Freshman II
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
How to automatically format column sets when exported?

ABHi there,When I export the report to excel, the column field for the column field results to merging into one cell. Example is in the picture. Where do I format it so that my SO number would only fill column C instead of columns C and D?And why is my ColumnHeader not shown when my excel ‘visible’ is already ‘true’?Thanks a lot!

1652
Chris Hackett
Community Manager
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Cannot display department of the salesperson

Hello,Anyone who can help me be able to display Department ID of the (salesperson) in an SO order? I tried connecting EPEmployee to Salesperson which is connected to SOOrder by SalespersonID, by using either ordernbr, ownerid, baccountid, salespersonID, etc. and there’s no error message in the field which makes me think the Tables did get connected but I got no display of data though. Pls help, thank you! 

841
DavidEichner
Captain II
B
Freshman II
byates
asked in Reports and Generic Inquires
Setting Creation Date Criteria on GI

Hello,I have created a GI for daily orders and I am trying to set a condition so it only pulls orders created Today(). I have brought in the SOORder.CreatedDateTime and set the value1 to Today(). However that does not return any results. I am not sure it is due to the fact that the Created on has time included. But got stuck on something that fells like it should be a very easy Condition. I have included the GI below.  Thoughts?

2704
B
Freshman II
M
Semi-Pro II
mikehoSemi-Pro II
asked in Reports and Generic Inquires
Average customer order count over rolling 12 month period

Anyone know how to create a GI that displays the average customer order count over a rolling 12 month period? I’d also need to be able to exclude specific order type (mainly returns).I’m just not sure how to get an order count using formulas. And I would need to include any open (non-completed) orders in the count as well.

2803
brendan91
Semi-Pro III
D
Jr Varsity II
DineshJJr Varsity II
asked in Reports and Generic Inquires
Extra Page at the end when printing the report for the second time.

Hi I’m trying to print my report with some sub-reports attached , the issue is that it is printing an extra EMPTY page at the end when I click print for the second time. Steps:Run reports → Print Report → cancel print → print report.  

2982
D
Jr Varsity II
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Exporting excel

Hi all,I usually use an existing report to make another, but when I have edited the columns with my own without changing anything from schema or anything, just adding columns and fields, which do not reflect in the excel when I export. Is there sth I need to do for the new columns to display? I appreciate your answers!Like in this pic, only 3 columns were shown.

2775
P
Semi-Pro II
N
Jr Varsity II
nathankeatingJr Varsity II
asked in Reports and Generic Inquires
Generic Inquiry - Product Run Rate formula

Hi Community,I’m working on GI POLines 2.0, where I can see a bunch of relevant data all in one spot.  I’m trying to create a field and formula that will give me a run rate for specific products over a specified date range.  The data I would need is InventoryID - SUM of QTY on SO’s created during a date range, ideally <@Today-180.  I’m struggling to figure out the best place to pull the data and/or write a formula where it will SUM the total quantity sold and allow me add date parameters.Attached is the GI I’ve been using. Thanks for the help.  PS - I am running 2022 R1 Commerce Edition.  I do not have the manufacturing module.   

530
N
Jr Varsity II
M
Jr Varsity III
mna10Jr Varsity III
asked in Reports and Generic Inquires
tax zone on customer file

Hi,I trying to create a GI to just show customer ID and the tax zone. I know I have to include the location table so I can pull the tax zone however I only want to see customer ID and tax zone not all the locations as well. Is there a way to do this? 

1004
M
Jr Varsity III
O
Freshman I
ocarvalhoFreshman I
asked in Reports and Generic Inquires
Trying to tie AR invoice to Freight details

Hi there,I am trying to make a relationship of Freight details so that I can put the line total on the invoice but I think my relationship is wrong, could someone help please  

1274
O
Freshman I
E
Freshman I
etemplinFreshman I
asked in Reports and Generic Inquires
Inventory Valuation Generic Inquiry

Has anyone successfully recreated the Inventory Valuation report as a GI? We currently have 181614 stock items and each one has more than likely touch multiple location. This leads to multiple entries on the inventory valuation report which then leads to a large document which can be a little annoying to parse through and analyze. I’ve been trying to recreate the report as a GI, but so far have remained unsuccessful. I’m open to any ideas!

5361
ketiller
Jr Varsity III
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
Line Number

Hello,This is what displays as my Linenbr, which seems to follow the line nbr of the list inside the system, I want it to count the line in this print though. Where should I edit this? Thanks a lot!

5681
Robert Sternberg
Captain II
C
Freshman I
CAllaireFreshman I
asked in Reports and Generic Inquires
How to add Change Orders to Purchase Order report with the original amount

How do i show the original purchase order amount and all of the change order transactions for the entire purchase order?How to add Change Orders to Purchase Order report AcumaticaReport Content: To Add a Subreport I have went through the tutorial to create a subreport and tried adding this in to my custom report. how can i add change orders into my purchase order report This is how it generates in my original purchase orderHow do i show the original purchase order amount and all of the change order transactions for the entire purchase order?

820
C
Freshman I
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
I need a conditional statement please

Hello,I’m not using any filter because I’m not using any parameter, how can I format this in RD visible expression so that I can only display the same name once? Thanks!

934
BenjaminCrisman
Acumatica Employee
N
Jr Varsity II
nathankeatingJr Varsity II
asked in Reports and Generic Inquires
Shipment GI - Add SOOrder - CuryFreightAmt

Hello everyone,I want to compare what I’m charging for shipping versus what I’m paying for shipping.  SOSHIPMENT - CuryFreightAmt, is not equaling SOOrder - CuryFreightAmt, I’m not sure why, so I’m trying to add SOrder - CuryFreightAmt to the Shipments GI.  I’d like to connect them by the original order number, which as far as I can tell, does not exist in SOShipments.  So I’m trying to use either SOShipLine - OrigOrderNbr or SOOrderShipment - OrderNbr to build the relationship.  I can get it all set up, except the GI is showing duplicates and I’m not sure why.  Please help.  

2937
Chris Hackett
Community Manager
B
Freshman I
brettbFreshman I
asked in Reports and Generic Inquires
Select distinct subaccounts for unit set

Hi, I want to create market level Unit Set using our subaccounts, but I’m getting an error. Here’s what I did: Created a new Market code and a code for our Florida market.I selected all the sub accounts by defining the Start Sub as the first record and the End Sub as the last record in the Data Source fieldI added up all of the FL-related sub accountsCan someone advise me on what I’m doing wrong?

620
B
Freshman I
B
Freshman II
byates
asked in Reports and Generic Inquires
Daily Sales Report

Hi All, Our company is looking for a custom daily report which runs automatically in the evening and distributes to a email list. The report would consist of all the SO’s entered in that day. So first, what would you recommend for a GI build? A simple copy and customization of the Sales Order screen and then just setting up a automated schedule?

2452
Manikanta Dhulipudi
Captain II
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires
How to display filtered value

Hi there,How can I show the total net sales per Sales Agent? I also wanna list down the names of agents but only appearing once. Can anyone please help me? Thanks a lot in advance!

1103
P
Semi-Pro II

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