Reports and Generic Inquires

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. 

Hi Team,We have a requirement where we have to create a GI and have to show Qty on Hand across all warehouses and Sold Qty (Qty across all released Invoices) for stock items. We created a GI and for all new products it is working fine but for existing products the values are incorrect. I am attaching the created GI, can you please review and suggest the best way possible to achieve it.Thank you! 

Has anyone had success in building a report to identify the system users that were disabled over a period of time?  I’m looking to find a way to identify the date when a user goes from the “Active” status to “Disabled” status. 

Hi All, I have encountering an unexpected problem from report desginer.  The report is made by the exported G.I., and the G.I. actuallly have no problem at all. However, when I do the same setting in the report designer, finally there are 2-3 items cannot be grouped.  I have really no idea about it.  The grouping data is normally including Inventory CD, LotSeriesNbr, Site ID, and Location ID.  I have checked many times the data is not problem, referring to the screenshot I highlighted it in yellow, the data is matched and same, but it comes up not grouping. Is there anything I missed out or something I need to setup in the report designer (which is different with G.I.)?   I surely the original G.I. is working like a charm, but just report result is not the same. Appreicate if someone can help or advise to fix this problem.  Many thanks.    (Exported Excel, the data is not grouped.) 

As per subject, I have tried to use Max & Min Aggregate function in Report Designer.  Screenshot like below, no matter I use Max or Min, the resulted value is same, it does not capture Min or Max value, but just the first data value. Also, I tested with same formula in GI, it is no problem at all.  Seems this is the Report Designer bugs.

HiI am wanting to do a mass update for a large number of purchase order lines, for a specific branch, to set them to “closed” = yes.I have created a generic inquiry, and was hoping to use the mass update functionality in it:  But my problem is that the fields that are available in the mass update tab, are only for the purchase order itself, and not the purchase order lines.  That’s not surprising, since I am not sending a unique identifier to the screen, for it to know which line to update.Is my only option here an import scenario?  And does anyone have an example for me of an import scenario where only transaction lines are being updated? 

We are moving from an older ERP to Acumatica. One of the things we had in our old system that when we printed a Work Order the printout would print to our Dot Matrix DFX-9000 and also print the WO confirmation onto our Canon iR-ADV. This is also the case with our remote locations as they would print a WO that would print to the dot matrix and also the local Canon. It would also in certain instances trigger a third print that would print the confirmation at head office as well. We have device hub setup with all the printers and everything works as long as it’s going to one printer. How would we trigger when certain reports are printed it also prints copies to different printers at the same time. For example Florida location prints a Work order to the dot matrix, once that happens it knows to trigger another report to print the confirmation to the Florida Canon and also the Canon in NY.This is the same for invoices, needs to print locally and at head office accounting as well.