Reports and Generic Inquires

Hello，    Looks like we don't have parameters “@Period” like “@today”, which we can get Current Period or Last Period or any other period we like directly.    But according to my recent expericence, we can manipulate period in some ways, and I have put the details in the below 2 post:  In short here:We can use datatime formula to get the current period like below: =iif(Month(Now())<10,CStr(Year(Now()))+'0'+CStr(Month(Now())),CStr(Year(Now()))+CStr(Month(Now()))) We can also join  “PX.Objects.GL.FinPeriods.TableDefinition.FinPeriod”  to get periods we want. We can calculate based on “FinPeriodID” fields like below: The below is supposed to join a period with its pre Period =IIf( Right( [ItemCustSalesHist.FinPeriodID], 2)='01',CStr( ( Left( [ItemCustSalesHist.FinPeriodID], 4)-1))+'12', [ItemCustSalesHist.FinPeriodID]-1) 

Is there a way to limit a third-party report disigner’s rights / access?  We hire hire third-party report dedigners.  We do not want these third-parties to have admin-type rights, but enough rights to access but not change data. 

I have the open order report, and I am looking for a way to bold the dates that are past due?  Is this possible?

Hi Team Is there a way to find, who has placed the site to understand maintenance? I was trying to find if we can create any GI using “Lockout Filter” to find the user, but no luck.  Thanks Deebhan Hari

Hello,Is it possible to sort on a GI by a formula in the results grid?GI Details:Tables: PMProject,PMHistoryParameters: PMproject.Default Branch, PMHistory.PeriodIDGrouping: PMProject.ContractCdSorting formula:The formula works in the results grid but when I turn on the sorting, I get the following error:Thank you,KT

I recently became multi-tenant.  Until now, I was using this odata url with an excel macro and it worked fine:company.acumatica.com/odata/Inquiry TitleI’ve since triedcompany.acumatica.com/odata/tenant/Inquiry Title  -- trying both Tenant Name and Tenant Login Name.company.acumatica.com/odatav4/tenant/Inquiry Title   -- with both Tenant Name and Tenant Login Name. They all return either invalid url or authentication failed.  I have odata access checked off on the GI and odata permission on the user.  This worked until we add a test tenant. Any ideas? 

I am getting 6 sets of labels because =[AMMTran.LotSerialNbr] is pulling sets from Packaging inventory ID’s instead of Finished Good. I am using =[AMMTran.LotSerialNbr] to pull the Lot Code from a Move that is on Hold. Attached is my Expression Editor and screen shots. Can someone assist me in an expression that will only pull 1 set of labels from Finished Good?   

I am trying to add a report that we have as an option from another screen.  example, I want to print a sales order report from the sales order screen.  Someone went in an broke the link that we had to be able to do this, and I am trying to fix it.  We can still get to the report, but we have to go to the reports screen to get there. 

We are facing the same issue across multiple tenants. All reports with the viewPDF=TRUE in their settings are not showing their contents on screen. The same report can be exported to Excel format and has the expected data. Also if we changed the view to HTML, the data is displayed. Reports with viewPDF=FALSE is printed fine. We've already tried :- revert Customization Projects.- restart IIS- imported snapshot into our staging environment and it works fine in staging​Issue started suddenly. No customized projects were published the day before. We’re on Build 22.120.0019.0042

I have a rather simple GI that uses PMProject and PMTran to break down Labor spending, per month, on each project. Then tools me what 4% of that labor cost would be. The problem I’m having is that it’ll say pages 1 of 14. Then when I click onto page 2, that will change to page 2 of 26. The data then becomes invalid after switching pages. Has anyone seen this before? Attached is the GI. Seems something weird with the conditions but not sure why. We are on Build 22.212.0046   

Hello,I am using the following function to combine the account # with the location ID, but somehow the function is creating a space on some of the records, why?This is the formula I am using, which is working for most of the records, however there are some that contain a space in between. =Concat([BAccount.AcctCD],[Location.LocationCD]) Please see attached screenshot.   Space between these records 

Hi All, We currently have issues adding the Bubble Nbr. from the Bill of Material screen to the Production Ticket. Not quite sure why it wouldn’t be showing in Production Order Details but that is a different story.It is basically blank, so I recreated a Generic Inquiry that mirrors the Subreport and played around with it.It does not seem to like the Link between AMProdMatl and AMBomMatl when it is an Inner Join. (Yet, it has to be an Inner Join to show the Bubble Nbr.) The inquiry is attached.Any ideas on how to link the two together that the Subreport and the production Ticket is displaying this correctly?My simple Test Inquiry is attached.

Has anyone successfully recreated the Inventory Transaction by Account as a GI? We want to get a Generic Inquiry where the Inventory Balance of the Balance sheet equals to the Inquiry Balance. The main issue in here is that we wanted to depict the transactions in the Generic Inquiry and at last, the balance should be equal to the inventory balance of the Balance sheet.  I’ve been trying to recreate Inventory Transaction by Account as a GI, but so far have remained unsuccessful.

Hi,Our company has several pivot tables we Export to Excel and then print out for record and approval. Is there any way of adding the company’s logo to the Excel Export for ISO compliance purposes? Alternatively, if there is any way of fitting a pivot table to a Report which we can add the logo through Report Designer, that would be great as well.

I am trying to do the following calculationQty on Hand / SoldLast30 Qty on Hand / Sold365AvgOn the screenshots below for 1. it should have Cover Qty LM = 1.363 and Cover Qty LY = 2.664 for the top line result. I cant seem to get it to work. What am I missing?ResultsGI  

Hi community,I am trying to solve the problem as below. Appreciate any comments and help would be really awesome.I am trying to print the barcode Code 128 for the following with application identifiers. My barcode still is not scannable for some reason. I have tried multiple things which doesn't seem its liking it.I am using a symbal scanner which accepts the below input but is not scannable for my vendors'400'+[SOOrder.CustomerOrderNbr]+'90'+[SOShipment.ShipmentNbr]I am using the following settings for my barcodes:According to GS1 (400) is customer PO number (90) is shipment number'(400)'+[SOOrder.CustomerOrderNbr]+'(90)'+[SOShipment.ShipmentNbr] Can I get some help on this one please?  

Hi, I am customizing the standard PO report to reflect information shown on the Approvals tab in the Purchase Order form, the approvals are shown in the footer of the report, therefore I use a sub report to display the approval information. At the moment, values are not displayed in the footer even though Approvals are listed. Please let me know how I can fix this issue.Thank you.

Strange issue with Business Event not firing if the underlying GI has a conditional on it.  Worked through all the troubleshooting guides I could find, and still stumped. I have a Generic Inquiry which is a simple join of the AMMTran table and the AMProdItem table:The relations are simple, just joining the shared keys of OrderType and prodOrdID:  And my conditions are straightforward, looking for Materials documents that linked to Closed production orders: And my business event is set to “Trigger by Record Change” with Raise Event set to “For Each Record”:This does not fire.  If I change my conditions on the GI to remove the status=Completed, it works fine (though it fires immediately upon issue of the materials, which is NOT what I need, as I need to do something with the Material once the Production order completes). I have tried it with “from schema” for the condition instead of the =’M’, so it’s not anything that simple. I’ve tried changing the Trigger conditions to be Record Inser

Hi, I need to do some enhance in ARM report, previously we use the switch function to insert each value manually to display the branch name + Tax registration ID, is there any other ways we can auto retrieve the data from the fields?  

Hi Everyone. I have a user defined field in a GI that pulls the employee ID. I want to get the employee name and email address in my GI. How do I go about doing this?

We’re looking for a way to send customers an open order status report - We think that some simple modifications to SO611000 would work great, however I can’t figure out a way to automate sending this report (filtered by customer) to the customers with their open sales orders If we save a template on the report, is there a way to utilize the automation templates and available filters to refine this to one email, sent to each customer on the report - filtered by only their open orders?  

Hi Team, We have a requirement where we have to print one report in 2 different sizes. Basically we are looking for a way where we can set the report labels dynamically with one size as 1''x1'' and other size is 1.5''x3'' inches. We are working with version 2023 R1 (build 23.105).Can you please suggest the best possible way to achieve it. Thank you in advance!

Hello, I am having issues with a data table coming through on a dashboard, I currently have parameters set up on the GI and have it pulling in the dashboard parameters as well. Any idea why it's not populating any data?Widget Properties:  Inquiry Parameters: Thank you,KT

Is there a way to see history of journal transactions against an invoice?Currently, if I have to create a journal for any reason, I put a note on the invoice to flag to myself that there is a journal transaction related to it. It would be great to be able to go into an invoice and see journal transactions directly related to it.

Hello,I am running into an issue where there is nothing displaying on the inventory transaction history inquiry for a specific item. This is not true as there is currently a closed receipt, bill, shipment, and invoice for this particular item. What could cause this?Thanks!