Reports and Generic Inquires

Hello,We sale our items both singularly and in master packs. I have identified and converted the qty of EA into CS (master pack). I have created a custom label that prints out master pack barcodes but am having troubles in report designer for barcode selection. Each stock item has 2 barcodes, one with the UOM of EA and one with the UOM of CS. I want this report to only show CS barcodes, so I used a filter to only show barcodes that have a CS as a UOM, but it is not displaying any data with this filter. Any ideas how to display on the barcodes with CS as the UOM?  

Here are the relevant fields [ToDate] +1 logic doesn’t work on report designer ,Any workaround.

I am having issues with number alignment in the Data Tables Widgets when using Modern UI.  All columns appear to be left aligned.  Any suggestions?

Good day,See the attached GI.  I want to set up the Navigation to open the Subject/Email associated with the subject on the Customer Activity tabs.  (Trying to avoid having to open the Customer Profile).I can get the hyperlink on the field, but it does not open the email. See example.Any ideas?  I had to publish today but I want to add this feature so the user can review the Note on the generic inquiry.Thank you.  

Hi,I couldn’t find a complete guide on how to create a GI that used Audit History, so I wanted to share my success with creating one, in case it helps someone out there looking for something similar. Our business scenario is that we would like to create a report that lists all of the changes made to suppliers’ bank accounts as a control. To do this, we created a GI that listed all the changes made to the “Account Number” field within the “Payment” tab of the AP303000 form. Note: We already had the audit history functionality enabled for the field: To do this, a join was done on the AuditHistory table and AP.Vendor tables. Because the AuditHistory table only has the “CombinedKey” field as the Key, the join required filtering out the bAccountID (first 5 characters) from the Combined Key and joining it with bAccountID from the Vendor table: Note: If you added the CombinedKey field to the GI it would come up something like this:Which if you then looked at the Audit History screen, you’d be

 ​@lauraj46 Looking for assistance with placement of the attached sub-report within the main report so that all the fields line up within the main report. Still trying to navigate all the data fields accurately, so always welcome to better ideas. I could whip this out easier in even an older version of SSRS.

I am trying to create a GI that lists invoices that need to be printed or emailed to the customer.  The list should be any invoice that doesn’t have the printed or emailed or don’t email button checked.  Basically if any of those are true then it should be pulling them on the inquiry. As you can see below, its still pulling invoices where those columns are checked. It should only be pulling invoices where none of the 3 columns for printed, emailed or don’t email are checked. Its completely ignoring all of the conditions in the last paratheses.  Where am I going wrong with the logic/format on this?  

Hi Everyone,I am trying to add a side panel that will list the details lines of the selected PO in the Commitment Tab of the Project screen, Could anyone have a clue on how to do that? 

Hello all,Can you help me in building up the logic in coloring the rows of a GI where if the Date is due in the next 2 days it should turn the row as orange.I have applied the logic as below:Date<=Today()+2, ‘orange’ where upon running the GI it throws the error for system cannot convert +2 system.int. How to resolve this?

Can I generate bulk invoices for tenants where the standard item, such as the rental fee, is already pre-filled?

I need some guidance on how to go about to create a GI on weekly FLSA reporting for OBBBA compliance purposes. Unfortunately our company does not have the payroll module included in our package so using that one is not available for us. The logic should be pretty straightforward; If EE works > 40 hours per week then take OT & DT hours X Effective rate X .50 to get qualified OT amount. If anyone has made this GI or has tips on how to achieve this it would be greatly appreciated. 

Hello, does anyone know how we can reprint EFT remittances?

Hello, I created a new form in Acumatica and I’m trying to publish it for use. I saw a guide on using the Site Map to publish it but then there are further steps that I’m not sure of. Does anyone have a 5th grade level explanation on publishing a brand new form? I saved the .RPX file so I can upload it as well.Brent

Hi Acumatica Community,We have a request from our UK users regarding mandatory EU legislation: two statements need to be added to the Commercial Invoice for two different customers. As far as I understand, these statements are not tied to the customer record nor to the customer location.What would be the most elegant way to handle this in Acumatica? Would it be feasible to implement this by creating attributes, or is there a better approach?Any guidance or best practices would be greatly appreciated.Thank you!

I have grouped the report by Type. Now I need to calculate a value in a new column that depends on data from both Type records (e.g., Type = I and Type = E). The calculation should use values from both Types within the same group and display the result. Is this achievable in an Acumatica report?

Hello Acumatica CommunityI am working on a GI for AP Aging that gets exported to Excel. The PO Number is a requirement for this GI, but there is a something causing duplicate records. Example: This is by quick filter for the Reference Number of one billIdeally, this would only be one line in this GI. Here are the GI detailsThe duplicates are only occurring with AP documents with more than 1 line items. Please advise on how I can remove the duplicate records.Thanks!

Hello! I currently have a GI that shows all sales within a certain time period. However I am noticing that credits are showing as a positive number. I saw a few ways that you can turn them into negative but my report is built off of ARTran fields. Is there a formula I can use for this? Here are my current fields in the “Results Grid” tab 

Hi.I would like ask why my report is not working anymore in the new update, especially the groupheadersection1 (header for district) and groupheadersection1 (header for area). Here are some of the formula i used and the parameters and filters i’ve setup.Thank you. 

Hi all! We have a generic inquiry showing the sum of all cases per customer.The GI shows zero if the customer has no cases and shows the sum of all their cases if the customer does have any. All if working well here.What we want is to have date parameters, where if the customer during the selected date range have cases, then show the sum of those cases during that period. If not, then show zero. So, regardless of the date range, all customers should always be listed in the GI, only the number of cases should change.The problem right now is that if I select a date range, the GI only lists customers if they have cases created during that period. Customers with zero case created during that period will not show. We want the GI to always list all customers and show zero if there are no cases during the selected period instead of not showing the customer at all. Any thoughts on this? Thanks!

Regards,I would like to know if there is a possibility to formulate the visible expr to show a Contains condition.I'm looking for a way to only present me with the information when the ARInvoice.DocDesc Contains 'End-Period Plus contract' since it is the way in which I can filter the inroversion and it shows it correctly Because if I condition it by Equals it doesn't show me the information I'm looking for 

I have InventoryItemBody in the report.How can I configure the field so that it retains its formatting when printed?Thank you. 

Hello, I have added a barcode to Worksheet Picklists to show the barcode for the lot/serial number. However, this is viable even if there is no lot/serial number for the line item (although this barcode is not usable). I saw on another post to set the value under the Visible Expr in report designer, but I am failing to write the correct expression. Does anyone have any idea how to accomplish this?  

Hi, I found the error"Column 'INLocationStatusByCostCenter.InventoryID' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause."when creating an inquiry INLocationStatus when adding the formula=IIf( [INLocationStatus.LocationID] = [INItemSite.DfltShipLocationID], Max( [INLocationStatus.QtyAvail]) - IIf( [INItemPlan.PlanQty] = Null, 0, [INItemPlan.PlanQty]), 0)The following is the result grid that I madewith the following additional conditions 

Hi everyone, I need to find or create a report that shows me the AP Vendors banking information, Bank Account and Routing Numbers. I’m struggling to add those “fields” to an existing GI we have. I understand the Payment Instructions Information is entered in a Grid, but how can I report on that information by vendor?GI created for us attached - only shows Bank Name Thanks!

Hello all,Does anyone know why a report would be missing from our menu even though it is in the site map AND I can access it with report designer? See below.