Reports and Generic Inquires

We have a GI that uses Kit Assembly Dates- we would like it to show the next weekday from current date. For example: for 10/27/2023 (Friday) it should show 10/30/2023 (Monday). How can we achieve this?Below is how we have currently set up. @lauraj46 - Hey Laura, do you have any suggestions for this? thank you in advance!

Hi, I am working on a report where I need to modify the inventory balance report and add a filter that only filters data from issues, whereas other reports import the data from receipt. This is what I did: For the schema builder, I added these two relationships to establish a link:I can’t seem to figure what I did wrong, I keep getting an error anytime I try to run the report with these config. If there a better way to filter the data and filter thru only Issues?Thanks in advance :)

It’s bugged me for a while now that there’s no easy way to see where a GI is currently referenced. The GIs that I’ve built could be used in any of the following:Site Map - ie. published to user menu or via search Import Scenario Dashboard KPI widget OData  - ie. Power BII wanted to try and build a GI that would be able to check these different locations but it doesn’t seem possible. For example, KPIScoreSettings DAC has the InquiryScreenID as nonexistent in DB. Has anyone ever tackled this problem?Would be really nice to see a screen in Acumatica that could do this. And also flag GIs that don’t appear to be used at all. The other thing i noticed is Access History page doesn’t track GIs called from other locations - eg. Widgets. It only tracks GIs accessed by Site Map. KPI widgets for example wont show the GI used in Access History.

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.  

Does anyone know if there are any Snapshots, specifically U100.zip, for 2032 R2?

Since upgrading to 23R1, our Invoice reports are taking an extremely long time to print. It’s taking 30+ seconds to generate a single invoice. Sometimes it will take up to 2 or 3 minutes. This issue is not present in our upgrade sandbox, where performance is generally much slower all around. Printing the same invoice using the same report version takes only a few seconds in the sandbox. I’ve been working to remove unnecessary bulk from the report definition, and have seen some small performance improvements, but nothing significant. Has anyone else experienced this issue? I’m guessing that there’s nothing I can do but continue chipping away in report designer. But the drastic difference in performance between our previous build and upgrade sandbox compared to our live environment makes me think something else could be going on. Thanks!

Hi there,I shared an excel link from sharepoint and embedded it in acumatica, but I don't know is it editable?I see that we can filter but editing is not 

Hi, I was wondering if it’s possible to set a specific inventory ID and obtain the data.For example, if my Inventory ID is 9BRO01, how do I replace [InventoryItem.InventoryCD] and use 9BRO01 instead to run the report? Is it possible to do so?

Hello All,One of the production instances is currently displaying the “SAMPLE” watermark in the background of the report. What i did is I modified the complete report in the Sandbox and once the report had been functioning well I then saved it directly to the live environment. But now the system displays the following SAMPLE watermark. How can I get rid of this?  

Hi everyone,I have been working through an issue that has me stumped where on the invoice report, it is assigning a completely random ship-via code to drop shipments.Ship Via displayed on the printed invoice Ship Via on the freight details on the invoice As you can see, it doesn't match up. However, I did some more digging and realized that it isn't even recognizing the shipment type.Shipment type on the printed invoiceShipment type on the freight details on the invoiceHere is the relationship between SOShipment and SOFreightDetail in report writer. Thanks for the help!

Hello Community,I have been trying out either to modify the $TotalAmountSpelling variable expression in the report designer tool or just create a similar one. But I am unable to get a clear view of what logic shall I apply so that the system generates spellings for amounts.Thanks in advance. 

Other than the SOOrder table, what other table(s) contain the ShipVia_Carrier_description? I am modifying the invoice (AR641000) to match what we need for emailing out and one of the fields that needs to be on the form is the Ship Via description. If possible, I would like to not use the SOOrder and feel that if it is on the SOOrder, then it should be somewhere on the ARInvoice, which appears to be not the case. I have combed over the following tables in the hope of finding it rather than mapping additional tables to the form:Branch, Address, ARTran, Contact, Customer, ARAddress, Terms, Note, EPEmployee, Location, ARInvoice, ARContact, PreferencesGeneral, BAccountNoMask, and CCPayLink which are the standard tables within AR641000.

Hello All,I have been facing an issue where i have created a report of 19 pages but for some of my records the report gets duplicate multiple times. Basically it is based on the number of line items. If there are 2 line items my report pages get duplicated twice. But i sm unable how to resolve this. Attaching the zip file of the report.

Hello Everyone,How can I get all information for all inventory Items from the Inventory Transaction History screen.We require to analyze all inventory items transactions using the information on that screen but we cannot do it one item at time since its very time consuming. Kindly assist thank you all

Hi everyoneOur custom invoice report  has started generating with duplicate line items for certain customers. The problem begins with a customer for no apparent reason, and then remains consistent for that customer. The duplication does not affect calculations, it simply appears on the report.I have read about similar issues reported in other topics that refer to incorrect or missing joins/relations in the schema. However it seems like each case is slightly different and their solutions do not apply to our case. I have picked the report apart and can’ t seem to find the problem, although I suspect it has to do with ARTran : SOOrder. Here is a screenshot of the report with duplications highlighted:Schema in report designer: Links for the ARTran - SOOrder relationship Attached is the rpx file of the report if you would like a closer look.Any help or suggestions would be massively appreciated!Thanks in advanceMartin 

Hello,         In order to dipslay both English and Chinese to customers on invoice, we put English and Chinese characters together on Item Description field like below:      Beef  牛肉       However, the space between them is not good enough for us to trim Chinese (Some customer does not read Chinese, it is not necessary).  So we want to put “//” between “beef ”and “牛肉”.        If there a quicker way to find out all item already with Chinese characters in Description?

Hi, I am trying to pull the Sales Order number onto the Purchase Order Form (PO641000) for Drop Ship SO’s & Purchase Orders. I can’t find the tables to link to from the PO Line to get the Sales Order#.In the SO I can click on the PO LinkOn the PO I can click on the View SO Demand. Can anyone point me in the right direction for this?Thanks Bill 

Hello Community,I have been trying to get the details under the Attributes tab displayed in the Subcontract SF (SC641000) report. I Have added the following Text Box in the Report designer, but still the value isn’t getting displayed in the report:     

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.