Reports and Generic Inquires

Hi,We have multiple sales orders from a customer onto a single invoice.  We have the line items for each sales order grouped together on the invoice and subtotaled.  We would like to add the ‘Attention’ field from the Ship-To contact tab to the invoice per each sales order grouping.  Using the report designer, we have been able to add the this field, however it only pulls the information from the first sales order on the invoice, so it’s the same name for all of the sales order subtotals.  How do we get this to pull for each of the additional sales orders that would be on the invoice? Thank you,Jamie.

Hello all.I’m very new to Acumatica. I’m wanting to evaluate the sales order line item’s line type to determine if the line is a stock or non-stock inventory item to perform various sums.How do I best determine if the sales order line item is stock or non-stock? I’m currently evaluating SOLine.LineType. My report displays “Goods for Inventory” or “Non-Inventory Goods”, yet my formula “=IIf( [SOLine.LineType] = 'Goods for Inventory', 'Y', 'N')” displays “N” for every record.In the screenshot, I’m actually wanting to achieve the commented section.EditMy apologies, I submitted and should have changed the subject. Editing doesn’t allow me to change the subject.Thanks in advance for any and all assistance.

Hi Everyone, Report Parameter Can Set Today Date Value as Max Date, Can Disable From Tomorrow date, please help me to solve this issue  

Hi there, I think this is a bug too that the formula of “InStr” return the different value with G.I. In G.I., I use “InStr” formula to find the text position and return 0 if it dosen’t exist.  It is correct.  However when I use “InStr” formula in Report Designer, it return -1 if the value dosen’t exist.  It shouldn’t be correct. Is anyone can give corrective advise or point out what is the problem?   Appreciate & thank you in advance.

I have a generic inquiry that shows the average cost of each finish good item.Where I am running into an issue is we have some items that are “bundles”. For instance say I have a Red Widget that has an Inventory ID of RWidget, and the average cost of one Red Widget is $5.00, I also sell this item as a bundle of 3 and I an Inventory ID of RWidgetX3 for the bundled item.NOTE: These bundles are not entered as a kit and are not a “stock item”, the Inventory ID of RWidgetX3 simply tells the picker to pull 3 of this item for the order. The issue I am running into is that these bundles don’t have an average cost in the system.In my generic inquiry I created a column called X3 and I am using the following code to flag the bundled items.  =iif(Substring([InventoryItem.InventoryCD],7,2)='X3','True','False')   This is working as is expected, I get a list of all the Inventory IDs, and the ones that end in “X3” show as True in my X3 Column, and the rest show as False.What I would like to do is expa

Is it possible to add the same GI as a side side panel? We have a gi that lists kit assembly details and would like to reference the same GI on a side panel but with respect to the selected item as shown below:However, The GI is not getting filtered based on Inventory ID We have it set up as shown below:Desired outcome should be as follows:Kit Inventory ID Revision Qty Side Panel- Inventory ID Revision  Qty Q123 ABC 15 Q123 ABC 15       Q123 CDF 20 How can we achieve this result? Thank you in advance!@lauraj46 , @Robert Sternberg - any ideas? thank you!

We are using device hub to manage our printing through acumatica. We have customized reports that print to an Epson DFX-9000 dot matrix. Our main location in Canada when we print the report it comes out exactly as intended. However, when we print to another DFX-9000 to our Florida location the printout looks different. We have verified the issue is not with any printer settings, they are configured identically. The main device hub is running on Windows server 2019. We also tried setting up another device hub that is local to the Florida location but the results are the same. If I print in Canada to the local printer from acumatica looks great, send same report to Florida printer from Canada looks bad. Florida user prints report looks like the one I sent, same users prints to Canada looks good. Really not sure where to go from here.

Trying to build a GI that looks at total sales price on SOs minus a specific inventory ID. Ex. SO# Sales Price Adjusted Price SO000012 $45,000 $33,000  In this scenario, Sales Price is made up of two items (item A priced $33,000 and item B priced $12,000). I’d like to build a GI that creates the table above. Does anyone know what I can enter on the GI to perform this math? 

Is there a way to show the Files and Notes fields on a “Data Table Widget” (widget is located on a Dashboard)? The Files and Notes Fields appear on the GI used, but do not appear in the “Column Settings” to select to appear on the widget.

Community,I need a little direction.  On the Order Register it did not contain SOShipment table in it.  I want to add that so that I can pull in the field SOShipment.CuryFreightCost to the report.  I have it pulling, but when I run the report, it messes up the Total Lines Amount column.  I haven’t made changes to it, so I feel that it has to do with the relationship that I have when I added the SOShipment table.  I’ve tried multiple relations and haven’t found the right one.   This is the report with the relationships that I have in the report.  The original report had the top 3 lines already there and I added the last line. In this screenshot the highlighted item is the one that I’ve been using to test for accuracy.  The number 7475.00 is supposed to be the Total Lines Amt.  However, the correct amount that it should be is 575.00. Any ideas or direction is much appreciated!!Thank you!

Hi.Is there a way to make mass edits on all the reports. For example if I wanted to edit the font style on all the reports to ensure that all the reports use the same font? 

We are using a report named Monthly Inventory Balance - that will display the customer’s monthly inventory balance. Currently, it is displaying incorrect values.  We are using a formula to calculate beginning and end qty: (Base Item Volume * Qty * Inventory Multiplier). In this scenario, the expected result should be Inventory ID Beginning Qty End Qty CBAL 1.968 1.968 CBAL -1.968 -1.968  However, the numbers showing up on the report are not accurate. There are variables that referencing the formulas above in addition to grouping. We tried ungrouping and removing the variables but the values still don’t seem right. Variables The joins below are pretty straight forward too  I am attaching a copy of the report below. Can you please suggest what I am missing here?@lauraj46, do you have any recommendations? thank you again!Thank you!

Hello Community,I have been trying to display the values of a subreport in a newly designed report. The subreport, when run individually, displays the correct results, but when added in a report it doesn’t display the values. The main report:  The parameter that I have added: Subreport:  Attaching the report for reference:​​​​​​​

Hello everyone,I need to add 150 and 180 aging days to my AR Aging report. I have explored various ways but could not get to the bottom of this. Kindly assistUrgentAny kind of response will be appreciated.Thank you all

Our generic inquiry has 2 filters with a default value of NULL. We have them set this way in order to show all records. This works on the desktop but not on mobile. Ive noticed that the Filters auto fill to “=NULL” on the mobile screen, but not on the web version. This is 2023R1 Any ideas?   

We’ve been dealing with this bug for over 2 years now on a random basic. You see, The details have been emptied and saved, but the claim total still shows a number. When it’s empty, claim total should reset back to ZERO. not sure why this is happening. Any ideas?  

We have a number of International customers that utilized Customs Brokers. That data is currently being imported from Macola/Synergy as a textfield. What table(s) associated with the customer would that data be imported into so that it populates a modified Invoice. I’ve seen other references to Brokers, Customs, but so far nothing about where that data may reside.

Hi, I have this existing Generic Inquiry and I added in the Selling Price Sales Price which comes from the ARSalesPrice Data Class and the Data Field is SalesPrice in as I need to see the Sales Price on each Stock Item.The Table joins & relations seem to be ok as I am seeing the correct Sales Price on the Stock Items and now it is creating a double line items for each Stock Item and I am not sure how to Group or create a group on the Field and then create a aggregate function such as MIN to fix if that is the solution I read on some other posts if that is even the solution. Any help would be great.  I have attached some screen shots. Thanks.   

I’m trying to determine the best way to create a GI that displays the number of days a stock item has been “in-stock”. Does anyone have any suggestions? I thought maybe using the INItemSiteHistDay table would be the way to go but I’m just not sure where to go from there. We’re also using the Average inventory valuation model which does us no favors when it comes to item history. Any suggestions are appreciated.

We have a GI that provides PO Receipt Information. We would like the GI to exclude Returns and associated PO lines (hide them). Is there a function similar to VLookup that can be used? Below screen shot is one of the examples we are using.  We tried the below formula but that is not working.   I have attached a xml file of the GI. Any suggestions would be helpful, thank you!

We copied the out of box project task report and made some tweaks for our field to use it as their billing list. We are wanting only the revenue budget lines to pull, and even though I have it coded as [PMRevenueBudget.ProjectTaskID], both revenue and cost budget tasks are pulling to the report. Because we have our cost task set to always be 00, I was able to put in a condition to hide the cost budget lines task =IIF([PMRevenueBudget.ProjectTaskID]>0,[PMRevenueBudget.ProjectTaskID],''). However, the hidden lines are leaving gaps in between the group header and where the revenue lines start, see below. All the wasted space is making the report several pages longer than it needs to be. Any ideas on how I can adjust the coding or add additional conditions or variables where the cost lines don’t show and there aren’t big gaps in the report?  

Hello all,I want to display the customer ID/Name from a project record into the report but the report is not able to display it:  The Result in reportAlso tried by using Alias for the child table, but it displays the same result.

Hello,My report doesn’t display the Customer ID & description in the report created.  Fields to display in report either Customer data fields or the Account nameDac Schema Browser: Tried the below join: But not getting displayed.How to do this?

Hi All,I have created few SQL views and Tried to use those in a GI as well as in Report Designer. But when I come to GI or Report Designer, it does not show those DACs as a table in the either in GI or Report Designer.(I have noticed that sometimes it shows some DACs when I recreate those DACs in my customization project editor)following is one of the DB Scripts of that view and its’ DAC.CREATE OR REPLACE VIEW MASite AsSELECT I.InventoryCD, I.InventoryID, Site.SiteID, Site.SiteCD, I.CompanyIDFROM InventoryItem I CROSS JOIN InSite Site;using System;using PX.Data;namespace MATest{ [Serializable] [PXCacheName("masite")] public class masite: IBqlTable { #region InventoryCD [PXDBString(30, IsUnicode = true, InputMask = "")] [PXUIField(DisplayName = "Inventory CD")] public virtual string InventoryCD { get; set; } public abstract class inventoryCD : PX.Data.BQL.BqlString.Field<inventoryCD> { } #endregion #region InventoryID [PXDBInt()] [PXUIField(DisplayNa

Group,I started this on a tread that was marked completed, so afraid that it won’t be seen.  That original post had some great information, but I need a bit more. The report that I am working on is GL633500 from out of the box (I believe).I duplicated a section to create a new highlighted area, but it didn’t move it directly under the original section.  How can I move it so that the new one is right below the original section? The red line row is the original section, the blue is the duplicate section. The visible expression I attempted to use to highlight every other section, but it didn’t work.  So that is one area I could use some help with. Is there something we need to add to the filters in order to use like LineNbr in that expression?Below is a screenshot of the report.  This is why I choose PeriodID.This is what the report looks like when it is run: Second question I have is with the visible expression on the original section.  There is already an expression listed there.  What