Reports and Generic Inquires

I am trying to create a dashboard widget for unassigned opportunities from the Opportunities generic inquiry.The filter would be:    Opportunities having a status of open or new    Owner ID is empty.However when creating this filter, there is no option under the Ownder ID for ‘Is Empty’. Nether is there one for assignment date. Whe creating a chart using the AI Assistant on the above criteria, I see on the filter for the widget, the filter shows as follows:How does one replicate this on a widget such as the one I have tried to create form a dsshboard?

In a Sales Order, add the linked Purchase Order in the Sales Order line for each SO line item.  (SOline.PurchaseOrderNbr). If the PO Nbr was added in the SOLine DAC, you could have a Sales Order Generic Inquiry that listed Sales Orders with the associated PO for each line item in the Sales Order, thus enableing you to quickly check on Purchase Order when a customer calls to inquiry about a Sales Orders. Often, a Sales Order is assoicated with more than one Purchase Order and you would have the ability to display the associated PO with each line item on the SO.  

Hello all,I have been looking for way as to how we can setup an automation on the Project Cost report (PM633020) where the requirement is that the report should be mailed out on 1st of every month, however the report should have the data for previous month.So for instance, if a report is auto mailed on 1st of March, it should have the records from 1st Feb - 28th of Feb. Is this possible in the above mentioned report?, As i could only see the parameter for Project ID. Regards,Harshita.

We just converted to Acumatica 25R2 and some of our Generic Inquiries are failing with error: Conversion failed when converting date and/or time from character stringAn example GI is set to use the following parameters and condition based on those : ParametersConditionsEV1STINVDT is defined as a DateTime in the Attributes:Attribute DefinitionIf I click From Schema I can choose dates as usual and it filters by them.  If I add the field itself to the Results when I click on the heading to filter there it gives me the expected Date range selections.It seems for some reason it is not being recognised as a date for only the conditions section when using parameters based on the attribute field. This worked fine before the upgrade.  Is there any way to get these working again? I have tried all I can think of but there seems no way for me to resolve this. Thanks for any advice/help, Phil

Hi all,I’d love to be able to see a widget or GI column that displays historical info about our customers. Specifically, I’d like to see the last time that a Customer’s status was “Credit Hold” and a count of how many times they’ve been on Credit Hold. I can’t seem to crack this. I know how to enable field level audit history, and I know the field is Customer.Status. However, I can’t figure out how to display the audit history of this field per customer without digging into the audit history page. Thanks in advance,Nathan

It seems that the attributes I’ve created are not listed in the Schema and Data field drop down list when selecting a field to do a Group by in the Grouping tab.  We’re able to pull in the attribute field to the Results Grid, but just not the Grouping tab. I also tried hardcoding that field name in there but got an error.   

Hello everyone,I’m trying to find the best and most performant way to get the average purchase price for an inventory item from a specific vendor, based on a user-defined time frame (last 3 months, last 12 months, or all time).For the last purchase price, it’s easy — the value is already stored on POVendorInventory.But I need the average price from actual purchases, not just the last one.Supporting a custom date range is my main requirement. An all-time average is not strictly necessary, but would be nice to have — and I want to make sure the query still performs well even if that option is included.Thanks a lot for your help!

Hello community,I recently came across two issues that I ended up spending some times on it and one of them resulted in a bug fix to be developed so I would like to share so others won’t pull their hair out. Special thanks to ​@Dmitrii Naumov for helping me out.When you create GI (GI X) from other GIs (GI A, ...), if you come to see random errors that some fields do not exist, check the the source GIs (A,B ...) and ensure no unused table exist in those GIs under the sources tab. Acumatica will develop a fix but no ETA. You might have come across this need requiering hierarchical parameters. i.e when you select a Project as first parameter you want to limit the tasks to the selected project as the first parameter not all tasks from all projects. To do so utilize the Schema Field of the parameter and instead of selecting schema from different tables (i.e selecting Project from PMProject and Task from PMTask) use a single table that has those dependent fields together. For instance in thi

Quick Search in GI looses results when you go into a record an then exit back out.  We are using 25 R2.  We have noticed this on miultiple screens.you have to renenter or change the search criteria to get the results back.  Has anyone else noticed this?

Hi Team,I’m facing an issue with the Customer Statement report while using an Automation Scheduler and would appreciate your help.I have created an Automation Schedule to send the Customer Statement report for a single customer via an Email Template. The overall flow is working fine — the email is triggered and the report is attached successfully.However, I’m facing an issue with the Statement Date parameter:When I manually pass the date in the format 10/04/2026, the report generates correctly with data. But when I use dynamic values like @Today or select Statement Date from schema, the report is generated as blank (no data).It seems like the parameter is not being resolved correctly when using dynamic values.Could anyone please help with:Why dynamic parameters (like @Today or schema fields) are not working in this case? Any specific format or configuration required for Statement Date in Automation Schedules or Email Templates? Steps to fix or best practices to handle this scenari0 Tha

Hi all,I have a simple report that has a parameter date range, StartDate (defaults to @MonthStart) and EndDate (defaults to @Today). This reports sums the total of orders for that range:=sum([ARTran.NetSalesAmount])The filter is a simple range like this:(ARTran.TranDate >= @StartDate and ARTran.TranDate <= @EndDate)But now I’ve been tasked to turn this into a 6 year range… essentially, A-F date ranges.I thought I could use something like this for the other ranges to pull the numbers:=Sum( IIf( [ARTran.TranDate] >= DateAdd(@StartDate, 'y', -1) AND [ARTran.TranDate] <= DateAdd(@EndDate, 'y', -1), [ARTran.NetSalesAmount], 0 ))But nothing pulls… and I realized it’s because my primary filter is still set to >=@StartDate and <=@EndDate.At this point I’m just confused. I’d prefer to just have one data range parameter and then base the other 5 off the primary (-1 year, -2 year, etc). But it might be simpler to just have 6 date range parameters and wire that up (

Has anyone else noticed this new limitation in 26R1?  I can’t have a local copy of Acumatica ERP and Acumatica Tools installed on the same computer?  Does anyone know why this limitation has been introduced?  As a partner and consultant, the need to have both installed locally is important for multiple reasons. 

Our Item Class has two levels, for example: 01-01, 01-02... 10-01, 10-02, 10-03... 90-01, 90-02.In reality, there are spaces in the value, the actual format is like 01 -01, 01 -02, etc.In the Report Designer, I want to group data by the main Item Class. I used this expression in the Group settings:=Left(Trim([InventoryItem.ItemClassID]), 2)Strangely, most Item Classes are grouped correctly, but 01-01 and 01-02 are still split into two separate groups.Moreover, I tested the condition Left(Trim([InventoryItem.ItemClassID]), 2)='01' and it returns True for both records, which is very odd.What is the cause of this issue? Or if I need to group by the main class, what other methods can I try?

Hello,I was tasked with creating a DSO inquiry for us to use. After building one myself (see XML attached) I found one our VAR created (also attached). Here’s where i came across a few issues.Mine is built off of invoices and memos from the ARInvoice module. To get this to line up the same as how the VAR lined up theirs I had to group and SUM all of my invoices. All numbers line up except for 04-2026 invoices. I assume those will match up once we close out the period since all past period match exactly. (i verified these numbers by going to the AR module and filtering by only Invoices or credit memos and matching total at bottom of page)None of then numbers on the one that the VAR created match the one I created nor do they match what the AR module says when i filter down the types. Their DSO equation also seems to be broken beyond my knowledge to repair. That or it’s missing something or seeing a zero i don’t in order to pull in a NULL value. I’d like to get some more smarter eyes on

Hello! I created a business event to trigger based on record inserted into a generic inquiry. The goal is to notify case owners when there is a comment submitted on the customer portal. The generic inquiry is only showing customer portal comments, so ideally when a record is inserted, then the business event would fire and send an email. Currently the GI is working as I see new records being inserted each time a new comment is submitted from the portal. But when I look in the business event history, nothing has fired, there is no history… The GI is also published to all user roles. And the email used in the subscriber is an active working email. Any idea why this is happening? 

I have an Appointment GI that I am wanting to show the Date  + Time in the results.  If I add the field directly to the results grid it only shows a Date.  If I do: =[FSAppointment.CreatedDateTime], it does show the Date and Time in the GI but in UTC.  Is there a standard way to show the time in a GI for this field or am I required to do the dateadd feature to adjust. ThanksChris Lower

When working in the Acumatica Report Designer, the Excel Grid button has become grayed out and unclickable. Strangely, this does not affect the actual Excel export functionality — my custom reports still export to Excel successfully. What would cause the Excel Grid button in Report Designer to be disabled, while report export to Excel remains fully functional? Can I fix it?

Hi everyone, I am creating a sales report where I would have another column to get the sum of previous years total (ARTran.CuryTranAmt) I tried using a subreport but could not figure out to get the @From or @To to have a value less than 1 year.  Any input is highly appreciated. Thank you. 

Greeting  I am getting the following error in my report designer when I try to open a report from a client's server. I have already uninstalled Acumatica and report designer on multiple occasions and it still persists.    error detail: See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box.************** Exception Text **************System.Xml.XmlException: Root element is missing.   at System.Xml.XmlTextReaderImpl.Throw(Exception e)   at System.Xml.XmlTextReaderImpl.ParseDocumentContent()   at System.Xml.XmlTextReaderImpl.Read()   at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader reader, Boolean preserveWhitespace)   at System.Xml.XmlDocument.Load(XmlReader reader)   at System.Xml.XmlDocument.Load(String filename)   at PX.Reports.Design.ControlHelper.GetDataFromConfigFile(String filename, List`1 logins, List`1 urls)   at PX.Reports.Design.ControlHelper.ReadConnectionHistoryFromConfigFile(TextBox txtLogin, ComboBox cmbUrl)   at

Hi,I am trying to create a Journal Voucher report from the Journal Voucher (GL304000) screen.Inside the report, I wanted to see the GL Transaction, pulling it out from Journal Voucher > GL Transaction  My report details missing.  

Hi,We have a report that shows all of our labor transactions by order.  On that report, one of the first things it displays is the work order number.  The report could contain hundreds or thousands of work orders.  When viewing the report in Acumatica, all of the data is present, but when exporting to excel not all of the work order numbers will display.  We may be missing 1-5% of the work order numbers in excel..  Does anyone have any ideas why this may be?  I have messed around the with excel options in the report designer and have not been able to come up with anything. Thanks

Hi Everyone,In the GL620500 Report, I have added the variable in the DetailSection1 and would like to display Total Amount and Total Count in the Header but it is not working. Can you please review and provide your inputs.  

We are displaying the approver on our sales order report.  We bring this information in as follows: I have a situation where the same approver is in two approval maps rules (one inside of a workgroup and one as an individual).  So when he approves a document, it comes through twice. This is now causing the detail lines on the sales order print out to duplicate.  I would like to group by the key field here, which is RefNoteID, but I get errors when doing this because it is not a normal numerical ID.Any suggestions?  There might also be cases where there are two approvers who are not the same person, so grouping on Approver ID is probably not ideal, but maybe a work around for now because I only need to display one approver on the report.  Still wondering if there is a better way though?

We recently extended our default endpoint into a new endpoint for our Financial app partner Cube to use. Since some of the financial queries were so large, I ended up building a new GI to summarize transactions down to totals by period, by subaccount, by account for them to use.  The GI is working as expected, and I added a parameter to try and make it more ingestible by API. However, whenever our Cube dev tries to access the screen via API they get a 200 but null response, even though the screen when queried the same gets data. The webservice endpoint of this GI says to use a PUT method, though both PUT and GET have been attempted. Could someone please advise? Info:Webservice endpoint flag: Fields has the filter available: GI has OData permission, xml attached as well:GI loads as expected:GI XML (attached to ticket) API call attempted (getting 200, null)https://greatergood.acumatica.com/entity/Cube/24.200.001/CubeSubaccountGroup?$expand=CubeSubaccountGroupDetailsPUT{    "Parameters":

I would like to get a clarification regarding inventory transaction data in Acumatica. We are currently trying to identify whether there is a single table or a recommended data source that can be used to retrieve all types of inventory transactions, such as inventory issues, receipts, transfers, and adjustments, in a unified manner.From our understanding, tables like INTran, INRegister, and INTranSplit are involved in storing inventory-related data. However, we would like to confirm the following:Is INTran the correct and complete source to capture all inventory movements (issues, receipts, transfers, adjustments)? Are there any additional tables or views that should be considered to ensure no transactions are missed? Is there a recommended approach (or standard Generic Inquiry structure) to retrieve all inventory transactions accurately for reporting purposes? Are there any specific conditions, flags, or transaction types we should consider when filtering this data?Additionally, we ha