Reports and Generic Inquires

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?

Hello Community,I have been trying to add a new field that displays the Retainage percent and amount in the Subcontracts SF (SC641000) report, but the schema builder doesn’t display the required fields of RetainagePct & RetainageAmt. Attaching below the joins and the resultant fields.   What is it that i am missing here? Can anyone please guide me out.Thanks in advance.

Hi, I've created a below generic inquiry, and I would like to setup a pivot table using the concatenation formula.To illustrate, if you examine the screenshot provided, you'll notice that "VLDD80" represents the product code, and there's a corresponding project ID configured in the setup.My objective is to establish a new pivot table that relies on a combination of both the product code and project ID. how can i achieve this?  I want the pivot table output as shown in below screenshot.   For some reason, I’m not able to attach the GI, but it will great, if someone can help me on this. Thanks .

I’m trying to create a GI to show sales transactions using the ARTran table along with the postal code from the shipping address related to that transaction. What is the best way to connect the SOShippingAddress (where the PostalCode is found) to the ARTran table? Or is there a better way around this?

Hi,I am trying to build a report and an approval map for GL transactions, we want to exclude all created via API,Is there a way to differentiate between a screen vs API action/creation? The only option I can think of right now is by API user I am wondering if there is a better dynamic way…?Thank you  

I’m curious if there is an easy or built in way to create a common quantity unit of measure in reports when orders utilize different UOM.  We have various case sizes, pallets, etc. that can all convert to the basic unit.  Is it possible to lookup the conversion factor from INUnit table based on sales UOM when doing a generic inquiry?

Hello,I am trying to create a generic inquiry that has a condition to only show production order lines that have a remaining quantity greater than zero.The remaining quantity field is available to use in the Results Grid of the GI, but it’s not available as a selection under Conditions…?RESULTS GRIDCONDITIONS