Reports and Generic Inquires

Hi Acumatica Community,i am pretty new to the acumatica universe and struggling with a GI i need to build. I try to enhance the vendor GI and i need to show the payment details (red lined) of the vendors, but since its a grid column and i dont really get any helpful result i am requesting your help.for the GI i joined the table like thisThanks for helping.

We’ve been using Power BI to connect to Generic Inquiries via OData for the past year. All of the sudden in the past few days we’ve received the following error message in Power BI: Anyone know what might be causing this and how to resolve the issue?I found this article that references a similar issue, but none of our GIs have a period (.) in the name so the solve offered in the article isn’t helpful in this case.

Hello, I am trying to write a GI that allows me to see the Default payment method and cash account for all vendors, and I am struggling to get there.Would anyone know which table i need to relate in order to show that? I am using the default Vendor GI as a starting point.

Hi everyone,I am trying to add a description field for two separate fields, the PhantomBomID and the regular InventoryID. Is there any way to direct the description field towards the different descriptions for each item?Here’s a screenshot of my results grid. The underlined items are the ID’s that need to have a description, and the highlighted items are the descriptions themselves. Here are my relations. I tried relating a separate field to the PhantomBomID, but it caused me to have duplicate records. 

Hello All, I would like to ask for your help guys. How can I show in the report designer and generic inquiry the RELEASED DATE and RELEASED By?In the > Purchase Receipts          > Bills And Adjustment          > Checks and Payments         > Receipts        > Transfers        > Adjustment       > and others, all with release function/action  Thank you. I really need your help guys. 

I'm creating a subreport in the PurchaseOrder report, I want the subreport to appear on the next page after the last page of the main report, is there a way?

HI All,Currently the exported pdf version from Report Designer is shown commo “,” as the grouping symbol.Is there a way we can change from commo “,” (19,941,572) to dot “.” (19.941.572)?Thanks in advance,Yên Chi

Hi all,I want to format use a dot not comma as a thousand separator. But I don't know how to format it, I don't quite understand.I expect it show as 2.223.600

The Billings I manually grab the total sales from the P&L report.I want to add this in report designer which field i have to select ?

Hello, I am trying to concatenate string and integer fields from ARSalesPrice Table - InventoryID, CustPriceClassID, PriceType, CustomerID, BreakQty.  The purpose of this GI is to count if we have duplicate prices at the same break qty. But currently, it does not let me concatenate string and integer fields together.  Could you please advise how that is achievable? 

Is there a way to filter Opportunities by week count and show as bar charts in dashboard widgets? The y-axis would be the count of how many opportunities there are, and x-axis would be the first date of each week. I’m not sure what to specify in the chart setting (shown below) and how to name the legend to date (mm/dd/yyyy).         

Could someone point me in the right direction of where to start on a Generic Inquiry that can show Project Managers the ‘burn rate’ / spending's on their project based on certain dates?So two scenarios - Time Entry / Labor. We enter time and process payroll via Acumatica. There are a number of Inquiry Title pages that contain billable time fields and amounts, but I couldn’t seem to get that correlating / summing properly by Project. On top of that, would need a way to say ‘pull this data between these dates’ or from the previous weeks dates.The other one would be project transactions during those dates. However I’m not sure how I’d accurately show these dates because bills can be entered but not paid at the same time.Appreciate any insight!

Hi, I have a client that has a question for the Approvals grid under Time and expenses. In screenshot 1 they want to know why the note section is not highlighted like it is in Bills & Adjustments in screenshot 2. I tested in our demo and same thing. Is this by design? Client is on 2023R1.Sceenshot 1: Screenshot 2: Thank you,Frances  

We are trying to figure if there is a way to setup an email template for the Inventory Register Details report (IN614000).Current Process: The user enters a new record using the Issues screen (IN302000) and then they run the Inventory Register Details report (IN614000). After reviewing the report they click the Send button which opens the Email Activity screen. The user then has to enter the To address, the Subject, and the Message. Is there a way you setup a template for this report so they user doesn’t need to fill in all the information each time they send the report?Thank you!

We are on 2022 R1, soon going to 2023 R1.  We have been working on an issue where our Invoice report, when sent to customers as a PDF, displays as gibberish to the customer.  When we look at the PDF it displays correctly.  We have gone through and made sure all of the font is Corbel, we have also tried to eliminate all of the bold font, but are still having this problem.  What can be done to fix this?Invoice should look like this:Our customer sees the invoice (this is an image they sent, so it’s just the top of the invoice) like this: 

The below image is an except from a customer shipping report listing products shipped on a particular date.I added a new column for Client SKU =[CSAnswers.Value] which works exactly as I need with one exception…If a product does not have an Client SKU, it is not included in the report...the row is omitted.  It seems the report only includes the row if all fields are present and I would like to flag this field as optional so the row is included regardless of the presence of a value.None of the properties seem to correlate to that behavior and I’ve been unsuccessful in finding any clues in the forum.  I’m sure the answer is simple but I’m at a loss for the right keywords to locate a solution.Any help appreciated.Thanks

There is a custom made report which contains a considerable amount of data fields. So it takes a significant amount of execution time when implemented over several months. So can I know if there is a way to direct import data to a report from Generic Inquiries? If it is possible does it causes to decrease the execution time of the report? 

We use many built in reports as part of implementation and go lives (such as AR Edit, AR Register, AP Edit, AP Register, Inventory Edit, Inventory Register) to help in balancing. Will these reports ever be updated to show “negative” type documents as negative numbers, and show totals. We have to constantly export to excel and make these changes. I am sure customers have the same frustrations with these reports. Are there any plans to make these reports easier to use?

Running the Shipment Details by Customer report and getting some unexpected rows. I’ve added a couple of new columns to the report but it’s otherwise as per the original template.All the rows below are from the same order EC001956, but it indicates they are all on shipment SH003464.  However, only the yellow row is on shipment SH003464 which is on the date of the report, the rest of the rows were on other shipments on other dates.Why does the report pick up shipments from other days and how can i stop it?Little bit flummoxed.Thanks for any suggestions.Arran

Am creating a generic inquiry that list all the purchases accruals. Can someone kindly advise on how to achieve this? Have tried it several times using the information from Build Schema for report designer but still I can’t achieve this  

I’m trying to make Dashboards to show poeple how to do their jobs. This often comes in list formats. Like the following, where every word or letter is a widget.Create        Release  A                    A  B                    B  C                   C                        D The current Dashboard formats don’t allow this, becuase you can’t have a widget (D) to the right of an empty space. I would like to have a “blank” or “spacer” widget we can add to make whitespace for user readability on dashboards. I think this would greatly enhance what is often the first screen type any user encounters when logging in.

Does anyone have a way to link an invoice to an owner application? A way to run a report on a project that shows all costs and the application that the invoice was billed on? We were able to do this in Quickbooks and it was very helpful to the PM’s to identify when costs on their jobs were billed. One of our accountants was able to add a custom field on the invoice entry but we can’t access it on any reports?

 Hello,What could be the possible issue why the value is not showing automatically in the subreport. The purpose of subreport is to display the information from the approval tab in the purchase order module. Please see details below. Report designer:  Parameters of SubReport from PO Main Form: Subreport Form with parameters:

i have created new contract inquiry screen for trader but i want only the particular trader to see only there trade contract not all in acumatica erp

We have a business event tied to a generic inquiry - If an opportunity was moved to stage Prospect and the stage change date was today - we want the business event to run the subscriber; which is an import scenario in this case. The import scenario would then clear the attribute value. Business EventThis business event has also been put on an automation schedule to run everyday at 7:30 pm. We changed it to weekly and selected all days as it wasn’t running when Schedule type - Daily was selected. Automation ScheduleCould anyone advise what is causing this schedule/BE to not run. We do not have any custom calculations on the GI.