Reports and Generic Inquires

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.   

We created a generic inquiry, which has basically compares a contact’s attribute with the business account attribute. The highlighted values in yellow (column) should be the new attribute value on Contacts screen.   The last column (Need to Update) is a calculated field as shown below - GIThis column is being used for the shared filter - Shared Filter We created a business event that updates each time there’s a new record added to this GI. Business Event Trigger ConditionBelow is our Import Scenario SubscriberBE SubscriberBelow is the fields that are being tracked- Fields to Track***Please note that the import scenario works by itself. Meaning, we recreated the import scenario with a new data provider, and it has been working as expected. The business event history shows that it has been running, but not really changing anything. However, it works occasionally, please see highlighted valueFor a contact, it updated the attribute on Contact screen as expected - Update worksBut most of th

I want the report to be printed in the following manner:Page #1 - Page break after inventory ID: 30Page break after inventory ID: 40Page 1Page  #2 Page 2 

Is it possible to make a custom pivot table instead of using the default pivot. If so, how?

I have a GI that provides all the data required to run a pivot on it and analyze the results.Are there any ways to get the pivot to work on the mobile app? I believe it is not possible, but has anyone found a workaround?

Hi! Is it possible to concatenate these values after group by? I want the output to be “Order Fulfillment, Customer Experience” since they just belong to a single activity.

We have created the dashboard below.On the dashboard first we have have KPI Meter/Scorecard with the total for the Open Sales Orders,  Then directly below the this we have a Data Table Widget.   What we would like to do is Display the Total Amount on the top of the Data Table and eliminate the need for the KPI Meter/Scorecard.  See the Red Circle and Arrow.   Has anyone done anything like this?If we click on either widget it takes us to the GI with the specific filters and we have figured out how to put the Summary Total at the bottom of the GI.  Is there a way to put it at the top of the GI and then have it also displayed in the widget?