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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,007 Topics
  • 7,856 Replies
2007 Topics
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Self added "run report action" on Process Orders screen(SO501000) did not update status from Remaining to Processed.

 Hello,    We are still using 2021R2. I added an report run action to Process Orders screen(SO501000) by below method. It is almost fine. Just a little bit issue like below.It actually successfully run all reports. But it still shows “Remaining” and “Pending”, not converted to “Processed”.  Altough the top line states “Processing completed” Is this issue solved in Lastest version?    Or Can I solve it in 2021R2?

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R
Captain II
1 year ago
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Reports and Generic Inquires
How do these lines fit into the table frame without being redundant in report designer (PO641000)?

Hi all, I created lines in purchase order (PO641000) to create table but I dont know how to make these lines fit into the table frame without being redundant?Or any idea how to create table in purchase order?Below is my report I have created.

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H
Jr Varsity II
1 year ago
J
Freshman I
jzhuFreshman I
asked in Reports and Generic Inquires
How to Filter Bar Chart Widget Show by Week Count

Is there a way to filter Opportunities by week count and show as bar charts in dashboard widgets? The y-axis would be the count of how many opportunities there are, and x-axis would be the first date of each week. I’m not sure what to specify in the chart setting (shown below) and how to name the legend to date (mm/dd/yyyy).         

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J
Freshman I
1 year ago
A
Freshman II
adharmawansha22Freshman II
asked in Reports and Generic Inquires
Inventory Balance Generic inquiry

Hi allIs there a way to create GI with the Inventory balance? We need to create it with inventory transaction details such as receipts, Adjustments, etc and it should include dates and batch numbers, and ref numbers also. I have tried to create it with INregister and INtran tables. But it did not work as the landed cost variance details are also fetched to the GI. Thank you! 

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A
Freshman II
1 year ago
willie98
Jr Varsity II
willie98
asked in Reports and Generic Inquires
Print to DH to a PDF printer that Auto Saves and won't interrupt DH Print Jobs because of a Preview

I have a client that sends a lot of Automatic Reports thru Device Hub. All of these reports are assigned to different printers and users. These are print Jobs they don’t want to see a preview and print right away, like labels and other forms after an action, like SAVE. Any other report new or not, prints the Acumatica way, using the web browser, which means a Print Preview, selecting a printer and so on, no DH required.These dedicated reports and users to specific to printers are high maintenance, but works and my client is happy. The downside is that the reports that are married to this setup, must be maintained and all  reports must have a printer/user assigned.  Now we have one user (new employee) that does not see the need to waste paper or print every single time. I assigned the report to a PDF printer but it created issues with DH and would halt all other print jobs until Cancel or a File name was given. He needs to save, not print and move on...not even a preview.Solution: I dow

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willie98
Jr Varsity II
1 year ago
S
Freshman I
SharonrockFreshman I
asked in Reports and Generic Inquires
labeling sub and vendor invoices for identification on owner application number or PWP feature

Does anyone have a way to link an invoice to an owner application? A way to run a report on a project that shows all costs and the application that the invoice was billed on? We were able to do this in Quickbooks and it was very helpful to the PM’s to identify when costs on their jobs were billed. One of our accountants was able to add a custom field on the invoice entry but we can’t access it on any reports?

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S
Freshman I
1 year ago
R
Freshman II
ryonxanFreshman II
asked in Reports and Generic Inquires
Showing data from a GI that Pivots the data onto the mobile app

I have a GI that provides all the data required to run a pivot on it and analyze the results.Are there any ways to get the pivot to work on the mobile app? I believe it is not possible, but has anyone found a workaround?

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R
Freshman II
11 months ago
R
Jr Varsity III
rmillerKimballJr Varsity III
asked in Reports and Generic Inquires
Business Event not triggering after activating Real-Time Order Sync

I recently turned on Real-Time sync to Prepare & Process Sales Orders in Acumatica. I tested this in a sandbox environment and thought I caught everything, but I missed that it is not longer triggering the Business Event I set up to send customers Order Confirmations.We have 2 Reasons for enabling the Real-Time sync:Provide the customer with an email confirmation quicker than the scheduled automation task was providing (We send through Acumatica instead of BigCommerce to provide the customer with the Acumatica SO#) Orders with Multiple Shipments were only ever getting the first shipment synced back into Acumatica. I tested this in our sandbox and Real-Time sync was consistently syncing all shipments for every order.Is this a known bug, and would there be something in my business event I could update to send an order confirmation email out on a record creation, but make sure it doesn’t send multiples on any changes?*note: Sandbox was tested in 2022 R2(22.214.0019) as we will be upgr

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R
Jr Varsity III
1 year ago
jwright
Jr Varsity II
jwrightJr Varsity II
asked in Reports and Generic Inquires
Search Report Designer generated report configuration in database - Finding all Report Builder reports using a field or attribute

I am looking at adjusting how some of our Item defined and customer defined attributes and would like to look at scale for any conflicts.I was able to create a SQL query checking all aspects of the Generic Inquiries looking for conflicts with the change.Is this possible? Are the setup values in a Report Designer report stored in the database and query able?

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jwright
Jr Varsity II
1 year ago
W
Freshman II
wanizaidi27Freshman II
asked in Reports and Generic Inquires
DAC email fields not showing in 'To' field Notification Template

Hi,I want to create a notification template and use GI as screen but now it doesn’t list out the all email fields in the “To” field. The GI is using customized DAC and I already linked it with Users DAC but still its not showing Since I want to triggered the template using the Schedule so I cannot use others screen unless GI.  Can anyone help me. Thanks  

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W
Freshman II
1 year ago
O
Jr Varsity III
oshadarodrigo64Jr Varsity III
asked in Reports and Generic Inquires
get some bank details to acumatica report

Hi, this is a report modification. I need to get below bank details of DetailValue column to my ARInvoice. These information are taken from CashaccountPaymentMethodDetail DAC.For a particular CashAccountID, Detail Value is changed based on DetailID from 4545 to 4549 as above.ex: if DetailID=4545, Bank Name      if DetailId=4546,  Account number….And also it depends on the PaymentMethodID as well. If I made an expression to retrieve DetailValue Based on DetailID,  It only retrieves the first value which is the Bank Name. I need to get the DetailValue per each DetailID from 4545 to 4549. Can someone help me with a solution to do this?Thank you. 

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O
Jr Varsity III
1 year ago
P
Freshman I
prabhu83Freshman I
asked in Reports and Generic Inquires
How to VisibleExpr hide group row values don't calculate in subtotal and grandtotal?

see this is my sample. total amount is 3,350,000.00. but visible expr condition row amount also add to subtotal.

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P
Freshman I
1 year ago
Q
Freshman I
quetruongFreshman I
asked in Reports and Generic Inquires
ADD LOCATION TO REPORT HISTORICAL INVENTORY VALUATION - IN617000

I am trying to add location and qty in location to Historical Inventory Valuation Report - IN617000, but I have some location that doesn’t select ‘ cost seperate’. So, I get trouble to show both because with such as location that no cost seperate - the field ‘costsiteid’ show the ‘siteid’ instead of ’locationid’. I get trouble in join 3 tables including: INitemsitehist ( Location & Qty), INitemcosthist (Beg. Cost, End. Cost) and INitemcosthistbyPeriod(LastActivitiesPeriod)Case 2 

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Q
Freshman I
10 months ago
J
Freshman I
JamieAndersonFreshman I
asked in Reports and Generic Inquires
How to add Ship To Contact “Attention” field to invoice with multiple sales orders?

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.

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J
Freshman I
9 months ago
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Reports and Generic Inquires
Is there a way to put total in Pivot table on top instead of botttom?

Hi all, Is there any a way to put total row for all on top. Because it's hard to see the total right away, you have to scroll down. Thank you.

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H
Jr Varsity II
1 year ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Share a way to Calculate datetime intervals in GI style comlumn/Row style.

Hello,       Still in 2021R2, I don’t know if latest version still having this issue.The datatime manipulating functions like DateDiff( 'd', [DateFrom],[DateTo]) can work perfectly when put in data field like below. But when you put it in styles, it would run with error “mismatch type”       It probably due to Acumatica did not handle it in style columns.Luckily, we can handle this ourself.  Like below:(DateDiff( 'd', CDate( Replace( [DateFrom],' 12:00:00 AM', '') ),CDate( Replace( [DateTo],' 12:00:00 AM', '') ))     Firstly, you have to replace the ' 12:00:00 AM' with empty, note, a space is in front of 12:00:00    Secondly, you use Cdate to forcely convert the type.Then, you can use Datediff function as usual, no errors anymore.

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R
Captain II
11 months ago
L
Freshman II
lwang13Freshman II
asked in Reports and Generic Inquires
Set Sorting by one of Series from Dashboard Chart

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! 

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L
Freshman II
9 months ago
G
Freshman I
gspencer370Freshman I
asked in Reports and Generic Inquires
Generic Inquiry Formula for Budget Variance

Hi There,I’m trying to create a field using a formula that takes GL Actuals - GL Budget. Here is my formula but its not giving me the right numbers...=IIf( ( [Account.Type] = 'I' and [glhistory.balancetype] = 'A' ), [GLHistory.CuryFinPtdCredit] - [GLHistory.CuryFinPtdDebit],0) - IIf( ( [Account.Type] = 'I' and [glhistory.balancetype] = 'B' ), [GLHistory.CuryFinPtdCredit] - [GLHistory.CuryFinPtdDebit],  0 ) I also want to nest in for account.type = ’E’ when debits and credits are reversed but was trying to get this to work first. All my other numbers are fine...just this variance field that is off.

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G
Freshman I
1 year ago
Y
Freshman I
yansiongyu54Freshman I
asked in Reports and Generic Inquires
GI : percentage calculation with a formula result divide a result grid with aggregate function

Hi, I am creating a GI and meet an issue. One of my result grids with a COUNT aggregate(A) and another of my result grids is a formula(B). I want to use a formula to divide them to get a percentage result (A/B), how can I do it? Attached with the XML file.  

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Y
Freshman I
1 year ago
K
Jr Varsity II
kudzaim20Jr Varsity II
asked in Reports and Generic Inquires
Adding stock Opening balance to a custom report that shows total sales made and closing balance as well

Good dayI am trying to come up with a report that shows my opening stock balance for a period and the total sales made to a customer (quantity wise) and then the closing balance.Which table can I use to get the opening stock balance for a specific period?I am working in the Report designer , I have used the table “INItemSiteHist” table , it only picks one line item instead of stock from all the fields for the respective stock item.I have attached the report I am 

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K
Jr Varsity II
1 year ago
T
Freshman I
tbradfieldFreshman I
asked in Reports and Generic Inquires
"Conversion failed when converting date and/or time from character string" error on dashboard form

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.  

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T
Freshman I
10 months ago
M
Jr Varsity II
martinmaJr Varsity II
asked in Reports and Generic Inquires
Automation Schedule - Send Report Bugs (Acumatica 2021 R2)

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)

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M
Jr Varsity II
11 months ago
H
Captain II
HarshitaCaptain II
asked in Reports and Generic Inquires
Attributes with conditions to display in report

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.

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H
Captain II
10 months ago
S
Freshman I
Shurtugal98Freshman I
asked in Reports and Generic Inquires
Link ARInvoice Report to SOShipment in Report Designer

Hello,i was trying to print the invoice with the shipment. The process is done in the system that is no problem at all, but when adding the invoice to the shipment report it doesnt seem to work. I tried doing it as a subreport.I added a new parameter to the invoice report.    Then added the Filter as below  Before even connecting the invoice to the shipment report i tried to print the invoice but it doesnt show any values. I dont know why. I also tried ARTran.SOShipmentNbr but still doesnt work. What am i missing?Just FYI: i didnt join or changed anything else. I used the template reports for shipment and invoice.Thanks for the help.

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S
Freshman I
1 year ago
H
harlane
asked in Reports and Generic Inquires
Blank space in Multiline textbox on a report form

We have a quote form where the description is in a multiline textbox that wraps to multiple lens when the text is long.  We ran into an issue that the textbox expands to an additional line before the text wraps to that line, leaving a blank space before the next row.The style is set in the template form.I assume it is because the space allowed for each character is too much, so the textbox expands before the text needs to wrap.  Is there any way to fix this issue, or perhaps this is a bug? Thanks,Harlan

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H
1 year ago

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