Reports and Generic Inquires

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 

I want to modify this balance sheet report. How to do this as I am not able to find the exact report in the report designer. I see RMLauncher instead of ReportLauncher   

Our company uses four different warehouses to ship items from. The four locations are not branchs or tenants. We have fields on our present invoices that has the Ship From address listed, and going forward, we would like it to be put onto an Acumatica Invoice that is being designed. Where would that information be kept. I tried using the data class Address, but it appears that it only contains the data for the corporate office.

Primary Contact Name Primary Contact Title Primary Contact Email Primary Contact Business 1 Phone Primary Contact Cell

Good day 🙂,I’m hoping someone is able to help point me in the right direction to fix the following error. I’ve put togehter a GI that shows users how many times a particular product has been short delivered in the last 2 weeks. I’ve managed to put the GI together, and it shows the correct information. However, when you try and apply a filter to the columns that shows the aggregated information, I get the “Object must be of type Int32” error. From past experiences, this means that the data is formatted in the incorrect data type. I have thus tried changing the data type to CInt/CLong/CShort, but still getting the same error. I’ve also tried to use the Schema Field setting to e.g. POLine.LineNbr - that also didn’t help. Initially I had the aggregated field set to OrderQty, and then doing a count on that. I thought that this might be causing the issue, and have since changed it to the OrderNbr column (which seems to be a more logical ‘countable’ column), but the same error occurs. Can an

We are using attributes/UDFs to track the Install points on a service order - this is a measure of how difficult/time consuming the install will be based on a number of factors. The higher the number the higher the difficulty. This figure is also used to calculate install fees paid out to our installers. I’m trying to use this UDF in a GI to display the install fee (install points x install rate), but receiving the following error: Am I able to use this field to generate a calculation? Do I need to modify the mask on the attribute? Do I need to throw a formatting formula before the attribute field on the Results Grid?

I have a few clients working with massive data sets and displaying a lot of data. I have tried splitting the inquiries in two etc, but we are now down to the minimum acceptable amount of data and the system is returning the “failed to get record count” error. My understanding is that the system gets 2 or 3 seconds to get this record count. Can we extend this timer? I need a scalable solution for these companies as they continue to grow (one of them is an acquistion company and they are very agressive in their growth). I’d love to double the time to give them some breathing room. THANK YOU!

Hello, I’m trying to create a GI that only shows orders that have specific items included. The items are all inventory items that start with 6. Here are some logical examples: If an order has several items 60001 60002 This order should be included in the GI If an order has several items 60001 10001 This order should NOT be included in the GI If an order has only one item 60001 This order should be included in the GI.  Does anyone have an idea on where I should start? Thanks! 

Just like Sales Order Summary there is one field called as line total which display the sales total amount and at the end of the report display the sum of all amount.So i don't want every line amount i just want how can i display only line totalSuppose parameter i have selected : Start Date - 20-08-2023 End Date - 27 -08-2023 So whatever Sales total display - within this date with total sum of all sales order  

I want to populate  [AMMTran.LotSerialNbr] 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. 

Hi,I need assistance with organizing the lines in the attached progress claim report. Specifically, I want to separate the provisional unticked lines from the ticked lines in the report's detail section.i would like to display unticked lines first and then ticked lines in the report detail section. Can someone please provide guidance on how to do this?I have attached the report for your reference.  

I found a series of Business Accounts that were assigned to an Owner (employee) Lisa Short. This employee is now deactivated and these accounts throw an error when trying to generate sales orders via an Import Scenario or API call. However, I cannot figure out how to pull a GI of Business accounts associated to this Employee because the values do not pull any filtered results;  

I like to be able to display item sales category of stock item into GI as column. I know the DACs but what I don’t know is how to arrange them as column.So, I have 20 different sales category to choose from.Each product could only have 4 maximum categories, most only 2. Technically this is not limited but the client only assign sales category max 4 for each product.I need the GI has 4 extra columns displaying this sales category values. If a product only has 2, then the 3rd and the 4th columns return blank.I could not find any field within INItemCategory like line nbr etc for me to query in GI.Pivot Table can be used but I need this as GI because it’s used in a scheduled import/export scenario. 

We have added common attributes under compliance preferences. These are automatically pulling as added columns in compliance management, but I’m having trouble finding the correct related table to add them to a report. We haven’t had any trouble adding attributes in other areas to reports, so I’m wondering if this is even possible in the compliance module. I tried creating a GI to help get the right tables and relations, but I feel like I’m going in circles. I would think since they pull under compliance management, they have to be there somewhere. Since compliance management isn’t a GI I can edit, I can’t go into the results grid as a cheat to find the information I’m looking for. Does anyone have any suggestions? I appreciate any ideas you may have. 

Trying to figure out the correct join to add the SalesPerson ID to the AR Customer Gi (AR3030PL)  I have been trying to add the CUSTSALESPERSON table, with location and acctID. 

I got the next problem. I got report in which i have two field ProjectCD and TaskCD. TaskCD is not required and if it not selected it should show all task that project have.I i run it only using subreport everything look goodWithout task selectedWith task selected But for main report if i don’t select Task it alway will show first one. But if i will select task it will show selected task There are my params for main report for Task Collection that i send to subreport And params for subreport And the view that i use for calculation values [Serializable]    [PXCacheName(CAMSPMProjectDetailsTransactionsTaskIDViewCacheName)]    public class CAMSPMProjectDetailsTransactionsTaskIDView : IBqlTable    {        private const string CAMSPMProjectDetailsTransactionsTaskIDViewCacheName = "Project Details Transactions Task View";        #region ProjectID        [PXDBInt(IsKey = true)]        public virtual int? ProjectID { get; set; }        public abstract class projectID : BqlInt.Field<project

Hi, we have 2 non-stock items in a record in the sales order screen. we need to display these non-stock items in the Proforma Invoice report. we have created a sub report and added it to the main report to get non-stock items.  here is the visible expression for the section. and here is the condition to the text field “Freight & Misc”.​​​​​​​there is also a Variable called counter.​​​​​​​when we run the report, it displays the text field for every single non-stock item record. Can anyone please let me know is there anyway to avoid this and display “Freight & Misc” field only once.Thank you.

I have a subreport that gets the total amount invoiced for a sales order.  In the main report i get sales orders with an invoice in a date range and then pass in the sales order number to the subreport to get the total invoice regardless if the invoice is in the entered date range.  The subreport works correctly but in the main report it is not giving me a correct total.  It will sum all but the last value from the subreport.  I’ve tried every combination of the ProcessOrder I can think of.   Attached are the two reports.

Hi all, having an issue. I’m working on a quote design that will amortize the cost of a product over ‘X’ amount of years. Like this --fields highlighted yellow should not printHowever, we only want the calculation to appear for the product and not the separate charges like setup, freight etc. (fields highlighted yellow should not print)Should the VisibleExpr be something like=IIf( (InStr( [QuotePricing.TemplateInventoryID], 'APF-PGC')>0, False, True)Basically, what I’m trying to say is IF InventoryID = ‘APF-PGC’, then don’t print this cell; otherwise, print the cell. The other issue is there are probably have a dozen InventoryIDs where I will have to say if it equals this OR equals this OR equals this etc, then don’t print cell, else go ahead and print.Using the above, I’m getting a syntax error… help!

A sort function should be added to predefined filters. When defining filters for any grid or generic inquiry, a multi-level sort order can be predefined, thus allowing user to essentially create multiple “views” from a single grid/inquiry. This will also solve an issue when create complex aggregate  formulas which are not supported in the GI sort tab, and hence presorting the GI is not possible in those cases. A more minimal implementation of that would be to allow the regular sorting to be saved and published to all users, just like the sizing and order of the column configuration currently is.