Reports and Generic Inquires

Hello All,I have been facing an issue where i have created a report of 19 pages but for some of my records the report gets duplicate multiple times. Basically it is based on the number of line items. If there are 2 line items my report pages get duplicated twice. But i sm unable how to resolve this. Attaching the zip file of the report.

Hello Everyone,How can I get all information for all inventory Items from the Inventory Transaction History screen.We require to analyze all inventory items transactions using the information on that screen but we cannot do it one item at time since its very time consuming. Kindly assist thank you all

Hi everyoneOur custom invoice report  has started generating with duplicate line items for certain customers. The problem begins with a customer for no apparent reason, and then remains consistent for that customer. The duplication does not affect calculations, it simply appears on the report.I have read about similar issues reported in other topics that refer to incorrect or missing joins/relations in the schema. However it seems like each case is slightly different and their solutions do not apply to our case. I have picked the report apart and can’ t seem to find the problem, although I suspect it has to do with ARTran : SOOrder. Here is a screenshot of the report with duplications highlighted:Schema in report designer: Links for the ARTran - SOOrder relationship Attached is the rpx file of the report if you would like a closer look.Any help or suggestions would be massively appreciated!Thanks in advanceMartin 

Hello,         In order to dipslay both English and Chinese to customers on invoice, we put English and Chinese characters together on Item Description field like below:      Beef  牛肉       However, the space between them is not good enough for us to trim Chinese (Some customer does not read Chinese, it is not necessary).  So we want to put “//” between “beef ”and “牛肉”.        If there a quicker way to find out all item already with Chinese characters in Description?

Hi, I am trying to pull the Sales Order number onto the Purchase Order Form (PO641000) for Drop Ship SO’s & Purchase Orders. I can’t find the tables to link to from the PO Line to get the Sales Order#.In the SO I can click on the PO LinkOn the PO I can click on the View SO Demand. Can anyone point me in the right direction for this?Thanks Bill 

Hello Community,I have been trying to get the details under the Attributes tab displayed in the Subcontract SF (SC641000) report. I Have added the following Text Box in the Report designer, but still the value isn’t getting displayed in the report:     

Hi, I’m wondering on how to take out duplicate pages in Report Designer. Like for example in Acumatica it would duplicate the pages in the report. In total it’s 13 pages but 26 comes out. When I put it in PDF the pages would duplicate over four times. I don’t know how to fix this issue.  

HI All,I am wondering is it possible to add email signature to the mail setting in Report Designer. Currently the email signature on the User Profile no longer automatically applied to the invoice when I am sending it via Invoice screen AR641000. It is only showing the text I have setup in Report Designer. Email signature only works If I use the Print Form screen and generate the invoice then send on that screen, which is strange as that screen would have been the same as the invoice card. I would want to avoid using email Template in Acumatica because I am not familiar with where to find the information. Kind regards,Calvin

I have a GI with INTran records. I don’t want the GI to include any records where the BuildingID of the SiteID is the same is BuildingID of the ToSiteID. Can I create a condition that will do that?

i am trying to add a filter in a GI,  Something is wrong with the filter related to the date.  It is returning 0 records.  If i remove the date filter it returns all records just fine.    What i really want it to do is to filter by current year.  Something related to the syntax in the date value?   

Hello,I’m trying to figure out a way to pull specific projects into a column set to build a report. Has anybody had any success, if so, would you be able to share how?  Thanks,Brandon McIlhargey

Hello Community,I have been trying to display the contact details, like email of the project manager from Projects (PM301000) form.I tried to use the join as PMProject to EPEmployee with Owner ID & Employee ID and then EPEmployee to Contact with Employee ID & Contact ID but the report throws up the error that it is not able to fetch the record. Can you please suggest me if I am using the correct joins ?

We manufacture parts for pumps. Some of our customers have a cross reference of their item numbers associated with ours. We are in the process of converting over from Macola/Synergy and some if not most of our items are in Acumatica cloud tables. I am attempting to find where the customers item numbers may be so that is included on an invoice as that is a requirment by the customers.

Is it possible to use a database text field on an embedded jpeg, png file showing an item label of one of our products? Rather than trying to create a label in Repoet Designer RBAR (Row By Agonizing Row) from scratch, we would like to try and embed a picture of the label, and using database text fields pull the data onto the image.So far, the only thing that has been accomplished is the label picture and the database text field have been put onto the “canvas” but the text field shows up as “behind” the picture label and both have red “X’s” on them showing that they are overlapped.   

 I am using a copy of the AR641000 (my invoice is  (AR6410C2), and using the Address table, along with INSite table (including the other tables which are already a part of the report), the Address table is the Parent, left join to the INSite as the child.The common field in both is the AddressID. Most of the header has been modified and I am currently working on the Ship From information. Dragging and dropping just one data field (Address.DisplayName, which should come up with 3174 Desalvo Road, one of the Warehouse addressess), I get an error:If I take the Address and INSite back out of the schema, the report has no issues. I have also tried using a join with the Address and some of the other tables used, but get the same error. 

Hi there,I need to add a pivot table onto side panel on SO301000 screen.First, I created new GI report with needed joins and added pivot table to it. Then I created an action on screen with 'SidePanel' type and set destination screen to my GI report.As a result, on Side Panel I got only GI "All Records" tab, without "PivotTable" tab.Does anybody know how to add pivot table to Side Panel of a screen?

Hello Community,I have been trying to display the Attribute values in the report using Report Designer.The scenario is if any values are selected for Attribute ID = Interested then only the the value should be displayed in the report.  The report only displays the values if only 1 attribute is added under the Attributes tab.  How can I put up filtering conditions to display only the required attributes, based on the selections, out of multiple.

Hi there, I have facing a bug again.  I have set the “Automation Schedule” for sending the report action.  It has no problem for system defaulted reports, but I do not know why this report which I created by GI.  It is not working.  I cannot receive any email but the schedule history is ticked with processing completed status. (Outgoing email record in system is not found too).  It is very weird. This report is absolutely no problem if I manually run it.   Normally it may take a bit longer time than normal reports, I think it takes around 1 min to run it.  I am not sure whether is becoz of the running report time too long or what.  However, I think it doesn’t make sense if the running report time cause the problem of automation schedule and sending the email since 1 min is not really long time in my opinion. Appreciate for anyone who can give me a corrective advice or help me to settle the problem with thanks.  Tested to manaully send the report (Succeeded)

I’ve got what seems to be an obscure technical question, but read all the way to the end to see why it matters. If I build a Generic Inquiry on the CustSalesPeople table, the IsDefault field appears in the SQL Trace results, showing that this value is pulled from the database. See these two screenshots: But if I build a Generic Inquiry on the POVendorInventory table, the IsDefault field does not appear in the SQL Trace results. Somehow it must get magically pulled from the Acumatica Framework somehow. See these two screenshots: Now for why this matters. I’m able to use CustSalesPeople.IsDefault in a CONDITION or a JOIN, but I’m not able to use POVendorInventory.IsDefault in a CONDITION or a JOIN. Sometimes I need to get the “default Salesperson for a Customer” so I join from Customer to CustSalesPeople and include CustSalesPeople.IsDefault=true in the join. This works great. But what if I need to get the “default Vendor for an Item”? I’m not able to do that because I can’t join from In

Hello Community, I am facing an issue in regards to Report Designer tool. I have been designing a report but when I added detailSection5 the report now displays the header of the report too, even though I haven’t added the particular headline in this section. Can anyone please let me know how can I get rid of this? Also when I added a new detailSection6 it doesn’t display the headline.  Result of detailSection5 Result of detailSection6 

Hi Experts,I'm currently facing an "Execution Timeout Period Expired" issue with a Generic Inquiry (GI). When I remove the grouping in the GI, it loads successfully. However, when I apply grouping, it takes an excessively long time to load and eventually results in the "Execution Timeout Period Expired" error.Interestingly, I tested this on my local instance, and the GI loads without any issues. But when I try it with the client's data, the timeout problem occurs. I suspect that I might have missed something in the joins, but I'm having trouble pinpointing the exact issue.I would greatly appreciate any assistance or guidance to resolve this issue.Best regards, Sagar

During the physical inventory review process, when we complete our count the unit rates are calculating properly for negative variances.. but for positive variances it returns the unit cost as $0?We are wanting the unit cost to pull from the average unit price that exists in that specific warehouse.  

We need help creating a report that compares last year's particular week's sales to the same week’s sales in the current year.  I often hear about this report in the retail sales industry.  Any help would be greatly appreciated. 

I’m trying to create a dashboard with parameters for project and/or subaccount. The project parameter shows a magnifying glass with available projects, but the subaccount does not. The parameters are setup the exact same way and I’ve tried multiple data sources for the subaccount (GL.Sub and PMProject, both ID and CD, and with and without “From Schema”) and none of them give me the magnifying glass. I added Project Template as a test and it behaved the same as the project parameter. What am I missing? 

How do I setup Project Cost Reports to generate automatically on a monthly basis and distribute via email?