Reports and Generic Inquires

We have a modified sales order form with a text box in the header. The content to the customer is the main part of the text. Depending on whether the sales order is international or not, depends on the email address embedd in the text. For example, if the order is international, then the customer will be directed to email international@ourcompany.com, if not international, then sales@ourcompany.com. I’ve tried googling it, looking at Augforums and have come up short. Any  help will be appreciated. My other thought is to have two different forms, one for international, one for other, but I’d rather use one if possible.

Dear All,            Here I used Sorting But Not working, With Group can sorting or not please help me to solve this issue, I Want to sorting Red Color Highlighted, Grouping yellow color text, I want sorting as following ID Ex:-4465,4466,4467, 4468,4469,4470 and 4471,4472,4473….etc 1.Quality of Product/Service 2.Quotation/Piece 3.Delivery Lead Time 4.Payment Term like this I want to SortSorting I used above Red Color Highlighted ID 

Community,I am attempting to add the table POOrder to the Journal Transactions for Account report in Report Writer.  The field that I have been asked to pull in is the POOrder.OrderDesc field. My struggle is finding the right way to tie the table in with relationships.This is the current relationship set up: I have looked through the DACs and have not been able to find a way to link the POOrder table to any of these other tables.  Does anyone have any ideas on how to make this work?Thank you in advance for any help!  

Hi,For some subreports in my main report : In acumatica preview i have 25 rows , it’s fine If I export it in excel, i have 25 rows, so it’s fine too If I export it in PDF , its seem to be cropted , i have 21 row. What can be my problem?Thanks!

Hi! I’m using the formula editor on generic inquiry for this formula: =IIf( ([POReceipt.Status] = 'R' And [INRegister.Status] = 'R') And  ([POReceipt.OrderQty] = sum([INRegister.TotalQty])), 'True', 'False' )It validates correctly but when I run it, it returns this error: Column 'POReceipt.Status' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.Column 'INRegister.Status' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.Column 'POReceipt.OrderQty' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause. Any ideas how to troubleshoot? Attached is GI and this field has the formula:  

I have a number of customers with a contact that has Override set on the contact’s address, and the address itself is blank.  I want to unset the Override value so they inherit the customer address.  I’m trying to create a generic inquiry that looks for contacts that match this, but Contact.OverrideAddress never returns a value, even on records that I know are set.  Looking at the DAC, it says “nonexistent in DB” so I don’t know how to find it.  Where do I search for that override setting?

Is there a way to navigate from a field on a printed report to another printed form? For example, we have the AR Aged Period Sensitive report and would like to be able to click on the reference number of a document which then would open up the printed invoice. Currently, the invoice screen is displayed when clicking on the reference number, and then one still needs to print the form from this screen. Is it possible to navigate directly to the printed AR641000 form, skipping the invoice screen?Many thanks. 

Dear Team,Let's say the report has multiple pages. How to display only the first page when pressing “RUN REPORT”?  Best Regards,NNT

Hello,I am creating my first subreport and have a very basic question.  My subreport works.  I have no selection criteria or parameters.  It just spits out all the data in the table.  Only a few records in it.However, I want the subreport to only show records relevent to the main report when I place it on there.Specifically, this is to print relevant discounts in ARInvoiceDiscountDetail when printing an invoice.So I assume I have to create a parameter on my subreport, and pass the invoice ID to it from the main report so I only get the discount records associated with the invoice being printed.Like I said, this is my first one using the reporting tool, so I’d appreciate it if someone could provide detailed instructions on this?  I have viewed videos etc and they seem to skip over this basic linkage.Thanks!

Is there a standard report that would allow me to see all Purchase Orders that have been linked to a particular project number? 

Hi everyone, I created a dashboard chart to show top 10 customers we billed this year vs. last year. The underlying GI is simply using the ARInvoice table to pull out all invoices with positive number and credit memos with negative numbers without grouping. I then added a new column using the Year () formula with DocDate to get the Year field. The widget settings are below.However, the result seems to sort by the sum of this year and last year total. So it looks not perfect for our client.Is there a way to setup the sorting by 2023? Please help! 

I am working on creating a dashboard chart to show top 10 customers we billed this year vs. last year. The underlying GI is simply using the ARInvoice table to pull out all invoices with positive number and credit memos with negative numbers without grouping. I then added a new column using the Year () formula with DocDate to get the Year field. However, when I put the “year” as series, I got error. Can someone help me with it?I also tried to link the ARInvoice table with MasterFinPeriod table to use FinYear field, but I got the same error for the dashboard chart.

Hi Everyone, Is it possible to create this scenario in Report Designer? Upon reading some articles creating a running balance in GI is not possible.   Where in the Depreciation stop if it identifies a certain value? What reports can I adjust or revise if ever.   

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!