Reports and Generic Inquires

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. 

 Hi all, I want to create Trial Balance by Period in ARM Report, but I have a problem with account Income and Liability, they show as plus sign then total beginning balance and ending balance not equal to 0.My purpose is to have a report exact data to Trial Balance Report (GL632000) and can filter from period to period. I have total debit and credit equal but my beginning balance and ending balance I expect it equal to 0.Can anyone help me solve this

I have a report I created that prints barcodes.  I need to print it to the Device Hub I have running, setup for RAW MODE.  How do I print this custom report to that device hub printer?

  I want to populate  [AMMTran.OperationID] as the report parameter. I have added the parameter in the schema but nothing is showing up on the report screen.This is how I see this empty selector. 

We have created a GI that displays item availability and how much is available on a kit assembly. Currently, the qty available column is not showing accurate information. I would like it to sum the total qty available, however it is currently displaying the maximum value. Same applies with kit assembly quantity. When we aggregate these quantities to SUM, we move the date parameter - it multiplies all the values by 2x or 3x. I have attached the xml file of the GI, any recommendations would be appreciated! ​​​Hi @lauraj46, could you please review the GI and advise what I am missing? It is currently not showing accurate numbers. thank you in advance for your help!  

Has anyone figured out a way to bring in Inventory Allocation Details to a Generic Inquiry? I would like to add InventoryAllocDetEnqResult.RefNbr The DAC Schema Browser shows “Nonexistent in DB”

I am looking to simply sum the poorder.curylinetotal for vendors for a rolling 365 day date range. (between a year ago, and ‘today’)  I have messed around with DateAdd and DateDiff but have not had success getting the syntax correct.  Any help is much appreciated!  Thanks!   

Hello Community,I have a requirement where I would like to display the Contract Total in the report from the Retainage Section --> Summary tab --> Projects form.I have added the PMProjectRevenueTotal.CuryRevisedAmount. But if the Include CO checkbox is selected, the field doesn't include the calculated amount. As below: When Include CO checkbox isn't selected :And the report shows the following amount:Now when I active the checkbox, the amount changes to,:But the report still displays:9,862,000How can I get this done?,

We have a GI that uses Kit Assembly Dates- we would like it to show the next weekday from current date. For example: for 10/27/2023 (Friday) it should show 10/30/2023 (Monday). How can we achieve this?Below is how we have currently set up. @lauraj46 - Hey Laura, do you have any suggestions for this? thank you in advance!

Hi, I am working on a report where I need to modify the inventory balance report and add a filter that only filters data from issues, whereas other reports import the data from receipt. This is what I did: For the schema builder, I added these two relationships to establish a link:I can’t seem to figure what I did wrong, I keep getting an error anytime I try to run the report with these config. If there a better way to filter the data and filter thru only Issues?Thanks in advance :)

It’s bugged me for a while now that there’s no easy way to see where a GI is currently referenced. The GIs that I’ve built could be used in any of the following:Site Map - ie. published to user menu or via search Import Scenario Dashboard KPI widget OData  - ie. Power BII wanted to try and build a GI that would be able to check these different locations but it doesn’t seem possible. For example, KPIScoreSettings DAC has the InquiryScreenID as nonexistent in DB. Has anyone ever tackled this problem?Would be really nice to see a screen in Acumatica that could do this. And also flag GIs that don’t appear to be used at all. The other thing i noticed is Access History page doesn’t track GIs called from other locations - eg. Widgets. It only tracks GIs accessed by Site Map. KPI widgets for example wont show the GI used in Access History.

Trying to put a custom GI into a dashboard and this error arises. This error only occurs when it is in a chart format, as the data table works in the dashboard perfectly fine. I tried a couple of changes with the date fields on the GI to no avail.  

Does anyone know if there are any Snapshots, specifically U100.zip, for 2032 R2?

Since upgrading to 23R1, our Invoice reports are taking an extremely long time to print. It’s taking 30+ seconds to generate a single invoice. Sometimes it will take up to 2 or 3 minutes. This issue is not present in our upgrade sandbox, where performance is generally much slower all around. Printing the same invoice using the same report version takes only a few seconds in the sandbox. I’ve been working to remove unnecessary bulk from the report definition, and have seen some small performance improvements, but nothing significant. Has anyone else experienced this issue? I’m guessing that there’s nothing I can do but continue chipping away in report designer. But the drastic difference in performance between our previous build and upgrade sandbox compared to our live environment makes me think something else could be going on. Thanks!

Hi there,I shared an excel link from sharepoint and embedded it in acumatica, but I don't know is it editable?I see that we can filter but editing is not 

Hi, I was wondering if it’s possible to set a specific inventory ID and obtain the data.For example, if my Inventory ID is 9BRO01, how do I replace [InventoryItem.InventoryCD] and use 9BRO01 instead to run the report? Is it possible to do so?

Hello All,One of the production instances is currently displaying the “SAMPLE” watermark in the background of the report. What i did is I modified the complete report in the Sandbox and once the report had been functioning well I then saved it directly to the live environment. But now the system displays the following SAMPLE watermark. How can I get rid of this?  

Hi everyone,I have been working through an issue that has me stumped where on the invoice report, it is assigning a completely random ship-via code to drop shipments.Ship Via displayed on the printed invoice Ship Via on the freight details on the invoice As you can see, it doesn't match up. However, I did some more digging and realized that it isn't even recognizing the shipment type.Shipment type on the printed invoiceShipment type on the freight details on the invoiceHere is the relationship between SOShipment and SOFreightDetail in report writer. Thanks for the help!

Hello Community,I have been trying out either to modify the $TotalAmountSpelling variable expression in the report designer tool or just create a similar one. But I am unable to get a clear view of what logic shall I apply so that the system generates spellings for amounts.Thanks in advance. 

Other than the SOOrder table, what other table(s) contain the ShipVia_Carrier_description? I am modifying the invoice (AR641000) to match what we need for emailing out and one of the fields that needs to be on the form is the Ship Via description. If possible, I would like to not use the SOOrder and feel that if it is on the SOOrder, then it should be somewhere on the ARInvoice, which appears to be not the case. I have combed over the following tables in the hope of finding it rather than mapping additional tables to the form:Branch, Address, ARTran, Contact, Customer, ARAddress, Terms, Note, EPEmployee, Location, ARInvoice, ARContact, PreferencesGeneral, BAccountNoMask, and CCPayLink which are the standard tables within AR641000.