Reports and Generic Inquires

When a shipment is confirmed, the shipment confirmation report no longer shows all of the backordered items.  How can I make this report show all backordered items from the parent sales order, regardless of whether the shipments are confirmed or not?I thought I could achieve this result with the filters on the backorder sub-report but damned if I can work it out. 

Is there a way to create a filter on GI to show the last seven days, last month, and to forecast next month? I know there is the @month and the @today parameter but couldn’t find a way to add days to it. I tried @today-7 and it does not filter the last seven days. 

Hi, Trying to build out a GI and needing some help on an IF statement. Here’s the scenario. If Qty in APTran more than 0 (red check), it will return data Inventory acc ID (yellow checks) else will return AP Acc ID (Blue Check). So, here is my formula:Receipt Account=IIf( [APTran.Qty]>0,[InventoryItem.InvtAcctID], [APTran.AccountID]) and  when applied it on Receipt Account field, it revert to “something else” value which shown above did not return as well as they taken individually. Need your advice on this problem.Thank you in advance.

On the Shipment screen, not all Sales Order lines will be marked as having a ship quantity.In effect, their shipment qty for the line = 0.How can I display those unshipped lines (ship qty = 0) on the subsequent AR Invoice form?

Hello - within the projects module I have 68 different tasks.  I want to clean this up a bit.Is there  a way to change the Task ID / Description?  Everytime I try it defaults to a new task. If / When I change the Task ID - does Acumatica retroactively update my projects?Eric

Hello, Currently attempting to create an aging GI by Salesperson, summarized by customer. Ran into issues with the group by trying to do this from a generic inquiry so I created a view\DAC to hold my data. This all works good, but the next thing I need to be able to do is update either customer notes or sales order notes for this customer. This is possible until I add my custom view that as the aging columns. Once that is added, it shows the notebook like its populated, but clicking on that comes up with a blank note and doesn’t save when entering text. Highlighted is the custom DAC:Results Grid:Columns showing notes, but when clicked it comes up with a blank note:Attached the SQL view as well. Any ideas or is using the custom view\DAC a lost cause?  

Hello Team,I want to print Orders section in Shipment Form, how can I do that? Thank you

After upgradation when we open “Goods in transit” report it is working fine in Sandbox after saving as server for live instance it is not working properly.1.  When we run this report in Sandbox Sandbox 23R1When we run same report in live   In Live InstanceWhen try to save it as server still not working  

I would like to create a Generic Inquiry that list Service Orders - not completed up to a specific time <= 7days, <=30 but >7days;  <=60days but > 30 days; <=90days but > 60days ..... and  can be filtered by supervisor. Would eventually like to turn into a dashboard.

Hi friends, I would like to create a parameter as a selection list.For example, if I have a list of customer Classes A, B, C and would like to generate a report for customer classes A and C.Thank you for your support.

Hello. I’m learning Acumatica, specifically Reporting now. As an exercise, I want to insert an image (PNG file) into a report Picture Box. There two Picture Box properties, Data Value and Data Source, for which I need more information. So, I am searching for documentation or help. Can someone point me there?Much thanks. Tom Morris

Team, I made this report worked up to show 1 branch (client has around 150 branches or more), and shows one account, but I need to show account by branch example 10100 by each branch it exist, I also modify a Trial Balance Detail by Branch, but i could not make the report to group by Account, as it would also group by subaccount (removed all subaccount grouppings and nothing), I dont know if somebody can help has worked something like this or can direct me on what I am doing wrong. Attached is the Report.

Hi, the petty cash voucher report can be printed after the user releases a payment. I want to print this report before releasing the cash transaction, but the report won't fetch the data unless we release the transaction.is there a way to configure this from the workflow?Thank you.

Hello. I have a problem with Report designer. Today it works fine. I was working on the report and suddenly got electricity cut-of. And after i got it back report designer always shows me this error It said that “Unhandled exception in application. When you click on the "Continue" button, the application will ignore the error and try to continue working. When you click the "Exit" button, the application will exit immediately. Root element is missing”

I am printing  AP Payment data in a sub report. The first line prints an empty line for the shipment number ‘20231414’. But when i pass a different shipment number it doesn’t print the empty line. Is there any way to fix it ? This is when passed shipment number 20231414 as a parameter. This is when passed a different shipment number  Also some of the rows in my report are not in line 

Hi all,I have a problem when I create a GI for showing scan details. I get data from the audit history. The problem is the data combined with NULL. How can I replace them in the GI? Even I export it to the excel, it’s not editable. I prefer to use GI, report or in the excel. I know it can be done on database level with using sql. But I don’t have access rights.   Doesn’t work 

I have one problem. I need to group into one item items that have same inventoryId(they are duplicated i don’t know why  i need to make it like That what i tried already but didn’t help  

I am using INItemSiteHistDay to write a GI for inventory aging.  The field INItemSiteHistDay.QtyIn is available for the results grid.  However, INItemSiteHistDay.QtyIn and INItemSiteHistDay.QtyOut are not available for formulas or selection criteria.  I need the QTY for every transaction in and out of inventory and these seem like the 2 fields I need.  I’m unsure why they are only available to the results grid.Thanks for any guidance!

Good morning all, We’re on 22.110.0018.In vendor shipments, our printing menu options are disabled. Please see screenshot below:The links for vendor packing list and pick list reports still work properly: ***/(W(148))/Main?ScreenId=AM642000***/(W(148))/Main?ScreenId=AM644000 Is there a way to relink these manually in the menu without creating a customization package? I see a possible similar issue mentioned for 2020:   

I am looking to add hyperlinks to the below highlighted field in a GI similar to the Approvals screen: How can I achieve this?

Hello Community,I have a code line that I am trying to apply in report designer too but haven’t been able to. The Code is:[SOLine.LineNbr]-1) Mod 8 + 1How can I apply the same code in my report designer for a field?

Hey Acumatica Community,Just wanted to share a write up on something that I have been utilizing frequently to get results that Clients have been wanting in their Generic Inquiries. This is not of my own invention but something that I learned how to do on the Acumatica Community forums and have had the need for on many occasions for varying scenarios. Get ready for a slight read but if you're interested in learning/understanding how to isolate the most recent record entered into any data table in Acumatica then you're in the right place.I was unable to copy paste the document directly into this post, so you will need to review the attached .PDF file. The .XML file for the Generic Inquiry from the document is also attached here to this post.Credit for this method belongs to a user in the Acumatica Community who goes by Gabriel Michaud. Here is a link to the original Community post where I found this method that was presented by Gabriel as an answer to someone else’s post. How to get the

Hi all, I am having an issue where the Korean characters are not exporting to pdf when I export the Invoice.The stock item description shows in Korean on screen but not on PDF. I tried to change the PdfDontEmbedded to true, also installed the font Arial Unicode MS to the C:\Windows\Fonts, but still not working. Any ideas?  Thanks, Patricia 

Hello,I edit a lot of reports and always log in as ADMIN.  Now, when I open report designer and type admin@ I get a huge list of past tenants I have logged into. Is there a way to edit this list of cached past admin@ logins I have used?Same question for URLs, but the admin@ login is the list I would really like to reduce.Thanks for any thoughts!

Hello ACU Community,  I’m running into an issue with printing 3 column labels on a report. Followed the link in the article here to initially set it up; https://www.mibar.net/blog/printing-3-column-labels-in-acumatica-report-designer/?unapproved=27946&moderation-hash=2d1f4c0db9d378a80cc80535408f5b6c#comment-27946.  Also, adjusted a few section of this report with the help of ACU but the report still does not print correctly. The report is printing all records in one column instead of 3 columns. See attached.  Thanks! Eric