Reports and Generic Inquires

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

Thanks to everyone for attending the Generic Inquiries community webinar today.I’m attaching the slide deck and examples to this post for reference.  I’d be more than happy to answer any questions from the community about these examples!I also plan to record a tutorial with a few tips and tricks that we didn’t have time for on the meeting today.  I’ll attach that to this post when it’s ready.Laura

Group,I have an inquiry that I’m working on and struggling with the formula.  I either get the “divide by zero error encountered” message, or syntax error.   I need to take this formula already set in the inquiry, (this gives us our Average Inventory) =([INItemCostHist.FinBegCost]+[INItemCostHist.FinYtdCost])/2 and divide it by: (This gives us the Sales COGS)=([INItemCostHist.FinPtdQtySales] + [INItemCostHist.TranPtdQtyAMAssemblyOut]) * [INItemCost.AvgCost] This final number that I am attempting to find is the inventory Turns for my Supply Chain manager. He can achieve this in excel, but I wanted to try and give this to him in the report. I have tried many different ways to write it and sometimes it says it validates, other tries it doesn’t.  I did find another post on in the community that talked about the divide by zero error and tried different ways of writing the code similar to that result but haven’t gotten it to work.Does Acumatica allow this type of formula in a GI?Thank you fo

Hello,A client recently created a GI and the system almost came to a standstill.  When the process was stopped the performance was back to normal.I seem to think that there was a post about things to avoid when designing a GI so that it does not drain too much of the CPU but cant find it. Can anyone help? ThanksJames 

HI All,I want to add a side panel to showing list of activities related to specific SO on SO3010PLView from SO3010PL Activities has been taken from SOList of activitesDoes anyone know how to do?

Hello Community,I have been trying to create a report where I would like to display the vendor name (of the subcontracts) in the details section on the basis of the project ID selected. I have implemented the following on GI level and it works fine. But not able to replicate the same in report:GI: Report: Have used the same as that of GI What is it that I am missing here?Thank you in advance.​​​​​​​

Hello Community,I wonder if anyone had experience translating check amount, that’s represented on Check form AP641000 by field [APPayment.AmountToWords] in to Spanish?Localization was completed for the system, and everything is being translated fine, including the rest of the fields on this form. Thank you 

Hi,Does anyone know how to get data from a hidden table in Acumatica report designer? We have a reference number to get from, but it is not visible in Acumatica report designer. How to get to this table in the report designer?     Thank you.

Hello,I am trying to bold a description field of a particular row without also bolding the GL value. Is this possible to do on only one row and not all rows in a singular column?My goal is to get “REVENUE” to display on row 110: 

Hi, I've created a GI to display the serial number details of sales order lines. I intend to retrieve this information from the "SOLineSplit.LotSerialNbr" field. However, even after joining the "SOLine" table with the "SOLineSplit" table, I'm encountering an issue where the GI result grid does not display any output. I've attached the GI for your reference. Can someone assist me with this problem?  

Hi all,Working my way through S130 and realized I had never worked with aggregates, so I copied Invoices and Memos to create an aggregate of counts, totals and average by customer:Everything is grouped correctly by customer and displays totals and counts perfectly; average however doesn’t show up (even though I have visibility checked in results grid).Also, I turned on Total Aggregate and everything is summed correctly for the totals, but not the counts.Any ideas what I’m doing wrong?Average also isn’t displaying in the column configurator: 

Hello all,I have been trying to create a new report from scratch which would list out the Project & the subcontract details on the basis of the selected project ID.I have copied the Project Balance (PM621000) report.Have only kept one parameter: But when I run the report, the values of the detail section isn’t getting displayed:  What is it that I am missing here? Is the View Name for the Project ID parameter correct?

Hi, We have a client that we installed the PDF Annotator for 2022 R2 in A/P under Bills & Adjustmenys. I published the customization and setup the security. However, the side panel shows but then quickly disappears and does not stay. What am I doing wrong? Here are my security settings. Am I missing something? Let me know. Thanks, Frances 

Hi @everyone, Is anyone knows why some of the line items in the Kit assembly screen shows $0 under Unit Cost tab? I added it via GI. Each items has their unit cost and component qty.  Thanks in advance.

I’ve looked at the articles about this process, but still not getting the results I am looking for.   I have a Bar Chart that looks like this:The values are based on a Attribute filed on the Stock Items.  Values are Medium, Low and High.In the Color option of the Series, I have the following formula based on the documentation.=Switch(Value = 'High', '#AB400C', Value = 'Medium', '#e9e00', Value = 'Low', '#a9d360')But the results are this:Any ideas?

We would like to display an attribute stored as text to date time. Below is the attributeAttributeWe would like to create something similar for End Time and calculate the difference between the two fields.  Start Time End Time Difference 2:30 pm 5:30 pm 3 hours or 180 mins   We tried using CDate() function and it errors out (=cdate([INKitRegister.AttributeSTARTTIME]))How can I fix this issue?  @lauraj46 -Hi Laura, do you have any ideas, thank you as always! Any help would be appreciated!! 

hello community,How can i display the below highlighted fields in a report?As  “Income Totals: 9,997,604.39”  

I’m building a GI and need the ToLocationID data field from the POReceiptLineSplit data class.However, when I click on the POReceiptLineSplit link, that field does not exist in that data class. Am I missing something? How can I access it for my GI?  

Hi all, I need a VisibleExpr that flips visibility based on a string inside of our InventoryID -- if an InventoryID contains “-STRING-”, then flip this text on. =iif(([AMProdItem.InventoryID]='-STRING-'),false,true) Unfortunately, I don’t know how to write the query so I’m asking if it CONTAINS, not EQUALS.How do I craft the query to see if the InventoryID contains ‘-STRING-’?

Hi All, I would like to ask on how to connect these two tables for report designer. What I want to achieve is to print the approver with their designation.  Thank you.