Reports and Generic Inquires

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? 

Hello, I’ve joined SOLine and SOLineSplit so I can get the PO and AP bill associated with sales orders in a GI. When I activate the join, it shows multiple lines for an invoice / order with only one line as shown below. Been wrestling with it for a while and hoping someone can assist. XML of my GI attached. Thanks in advance.      

Hi there, Is there a “Format” or “Formula” to trim a field in report designer. ie. I want to turn C-16600-O into just 16600. I do not want to physically change the naming convention inside Acumatica, i simply just want to trim the field in the report designer. Your help would be highly appreciated. Thank you

Hello everyone, Does any one knows how to create a multi level axis in the report designer? Report designer is adopted from excel. But the charts setting is limited. I want to create a multi level chart that grouped by month and product. Has anyone done this before? Thanks for sharing.  Excel sample: 

I have my custom report. I want to populate the material number selector based on the status and date selected in the above parameters. How can we do that any ideas ??Report screenThanks

I am getting a syntax error with this formula and can’t quite figure it out.=IIF ((DateDiff(interval, [ARInvoice.DueDate], Today()) >=30 and (DateDiff(interval, [ARInvoice.DueDate], Today())<60, [ARInvoice.CuryDocBal],0)I am trying to create columns of data depending on the “aging” of the invoice balance in a GI so that we can export to Excel for submission to our Auditors.  The value should either be zero or the invoice balance.I have this similar formula that works fine for current invoices:  =IIF ([ARInvoice.DueDate] >= Today(),[ARInvoice.CuryDocBal],0) Thanks!

Hi all,I need salespeople to Approve their order after viewing the printed report version.  Is it possible to pass an Action via URL so I could create an “Approve” link in the report, much like you can do with a Parameter?Much appreciated!

We are in the process of converting from Macola/Synergy to Acumatica. All of our box labels and item UPC code labels have been done with Nice Labels using Zebra printers. Is there a more efficient way of converting the Nice Labels to a format that Acumatica can use or will we have to design them similar to the way Acumatica report is done, RBAR (Row by Agonizing Row). I know that there are companies out there can can convert the Nice Labels to Acumatica format such as ASGARD), but if possible, we would like to do it inhouse.

Hi all, I just wrote a row style -- =Iif ([SOOrder.CustomerRefNbr] = 'PRO FORMA' and [SOOrder.Status] = 'R','red20', 'default') If it’s a PRO FORMA on CREDIT HOLD, highlight the row red. So far so good. I would like to modify this so it’s only on credit hold pro formas that are greater than a week old. So I did something like this:=Iif ([SOOrder.CustomerRefNbr] = 'PRO FORMA' and [SOOrder.Status] = 'R' and [SOOrder.OrderDate]< @Today -7,'red20', 'default') That unfortunately gives an error. Is there a way to do dates in expressions? I see the DateDiff function but I have no idea how to work the syntax on that. Thanks!

I have a generic inquiry to show all sales orders lines, but now I want to modify this to retrieve only most recent sales order’s SO Lines. How can I do that?

Hi Community,The check print is out of alignment with our new printer. How can I adjust the alignment and margins? 

Printed form PJ644050   Daily Field Report By Project Form , by example.Is it possible to attach(print) the linked PDF by default? is there a way to do that?It’s not at the moment to send itThanks 

Is there a report in Acumatica that can show me a list of all items that have goods received not invoiced? I’m looking for a report that ties directly to the general ledger.