Reports and Generic Inquires

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 

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.