Reports and Generic Inquires

We do not have any facility in Acumatica Reports to convert Amount In words for Trillions.Eg : 5235460235892.85Amount In words : five trillion two hundred thirty-five billion four hundred sixty million two hundred thirty-five thousand eight hundred ninety-two and eighty-five hundredths. Do we have any solution for this In acumatica ?  

I have an amount in my report which is calculated by using a variable. I need to display this amount with the currency symbol next to it ($140.00). If I use ‘=[Currency.CurySymbol] +$InvcAmt’,in the ‘value’ of the text box, I am unbale to format the ‘amount’.The only way I am able to format the amount is to create a second text box in front of the amount for the currency symbol. The issue here is that there is now a space between the currency symbol and the amount ($     140.00).Is there a way to join the two where there is no space between the two, bearing in mind the number of characters in the amount can vary? 

As shown in the above screenshot, I want to modify the Invoice Status parameter so as to select multiple options at once, like Open and Closed status at once. So can I know if this is a possible feature in the report designer and if it is possible how to modify this parameter so as to accept multiple selections?

how is the best way to handle this situation?  right now we are going in and changing the ship to address with each shipment.  but if we ever have to go back to print a previous shipment we have lost the address that it was shipped to, which loses the traceability.  there has to be an easier way.1 sales order, with multiple ship to locations. - each line to different locations. thanks!

Good day,i need to make a slight adjustment to Acumatica AR Aging Report.  When I try to login from the server, I can get the below message.  User Name, login and password are all correct.  I try to load reports list too and received the same error.  I have admin rights.  I don’t have problems report designer when there is a report version available and able to save to the server.  Is there something different when you try to update an ACM OOB report?Any assistance would be greatly appreciated.Evan 

We have a GI that pulls all our stock items that were/ on a sales order along with their dimensions like Length, Width, depth using attributes.  We are using an attribute that has a prefix of ‘ID :’followed by the length dimensions. We would like the GI to only display the numbers and not ‘ID :’ We used substring function to only display the numbers. Substring function Since we are using an attribute in the substring function, we get the below error: ErrorIs it possible to split/ display only certain characters from an attribute?

i am trying to modify a report I want to add another layer of grouping for subtotals.  I want to add Group3.  I can modify group 1 and group 2 but cant figure out how to add a Group 3.  fairly new to Report designer 

I have our logo on the AR Invoice and it looks like it’s as far left that I can get it in Report Designer (aligned with the Bill To text below) but when I print it has space (not aligned with company and Bill To info just below it).What am I doing wrong?  

I'm trying to print in a thermal mini printer, and the rpx is fine while the report has only one page. The report heigth it is configured like a Letter size. But when the report has 2 pages, repeats the header and footer.I would like to configure this report like a continuos paper roll, is there a way to do this?

When accessing a GI through OData in PowerBi or Excel, I get the following error message:DataSource.Error: We couldn't parse OData response result.  Error: Unexpected end of file has occurred. The following elements are not closed: feed. Line 6, position 120.Details:    DataSourceKind=ODataDoes anyone know what this means, and how this can be solved?

Hello, I’m having trouble connecting a GI into Power BI via OData.  Here is the error message I receive in Power BI. I’ve looked at other forums and have tried reducing the GI columns down to practically nothing, and getting the same error every time.  The strangest part is that I was able to get this to load before, and now it is not working. I have attached the XML for the GI, as well. Any ideas what to try next? Thanks in advance!

Hello! I’m trying to configure a business event that will look at a customer’s monthly sales vs last months sales and generate a task for a sales rep to follow up on. I am running into issues because my GI uses a formula to note the accounts with declining sales and there’s a grouping by account (GI looks at invoices and is summing by account). Both formulas and groupings are on the list of things to avoid when building a business event. Anyone have any ideas on how to look at this type of data and trigger the business event that will actually work? Thanks!

Is there a way to have the SOOrders.CreateDateTime show both the Date and the Time in a Generic Inquiry.

Hi Community, I would like to map the conversion rate of our sales opportunities in a general query.I think the only way to do this is to include a formula in the Inquiry Data Field (Result Grid).The formula is 100 * (All opportunities / won opportunities).Unfortunately I have a problem how to map the formula with the data fields. Do you have a tip, or have you already implemented the formula elsewhere?Thanks a lot!

OK I know there are “Generic Inquires”, “Reports” and all of the  fun Acumatica “native” features but when it comes to BI and analytics deep dives what do you all use? I also would be interested in seeing a reference of some type that would help an end user utilize data in the correct way (if that is even a thing).I have looked At power BI and some others. I am not looking so much to make pretty graphs but looking to easily slice and manipulate data quickly and efficiently.  While I know i can do this via SQL I need a platform for non developer types.   

What is the best way to get a list of all the lines where the LINE TYPE = Inventory Item and the Estimated Quantity is not equal (<>) to the Estimated Quantity as below? This was an example where 2 grinders should have been taken our of stock but only 1 was, I need to know how many other lines are affected in the same way. I will then have to compare this to the appointment notes and the actual quantity billed. From what I can gather it will bill the actual quantity.  

Hello,Working on a GI to replicate some Excel reporting we are doing outside the system. I am receiving an error on the Formula for “Margin in Backlog (%)” , the error is Divide by zero error encountered. Can anyone notice anything wrong with the below formula or another way to avoid the divide by zero error? Thanks,KT Margin in Backlog (%) Formula=100*((sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryRevisedAmount] <> 0, [PMBudget.CuryRevisedAmount], Null))-sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryActualAmount] <> 0, [PMBudget.CuryActualAmount], Null))-(sum(IIf( [PMBudget.Type]=[Cost] And [PMBudget.CuryRevisedAmount] <> 0, [PMBudget.CuryRevisedAmount], Null))-sum(IIf( [PMBudget.Type]=[Cost] And [PMBudget.CuryActualAmount] <> 0, [PMBudget.CuryActualAmount], Null))))/(sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryRevisedAmount] <> 0, [PMBudget.CuryRevisedAmount], Null))-sum(IIf( [PMBudget.Type]=[Rev] And [PMBudget.CuryActualAmount] <> 0, [

Hi everyone, Is there a way to capture all the rates given when you click “Shop for Rates” on the Shipping screen? I would like a way to show what our freight cost is, but also how much we save by choosing one carrier over the other for each shipment. If we shop for rates and click the lowest one, do the other rates just go away or are they stored somewhere? Thanks!  

Hi Everyone,We have a nightly automation that recalculates the customer balance via the “Recalculate Customer Balance” screen. We recently created a data warehouse to pull our invoice and other data together to join with our other financial systems to create a consolidated view. We are pulling data from the ARInvoice table via the REST API and loading into the database. That all works great except for the last modified date. The biggest issue is that the “Recalculate Customer Balance” process that runs nightly is putting the date and time of that automation in the last modified fields in our ARInvoice table. Therefore I can’t pull that table and only capture new activity.  Any ideas on how to get the “Recalculate Customer Balance” nightly job to stop changing the last modified date or another creative way to get last modified for ARInvoices? We’re running Acumatica Cloud ERP 2021 R2 Build 21.223.0012. Thanks,Tom

Hi, I am working on a Report to print Time Cards base on the entry done in Employee Time Card Entry, Screen ID = EP305000 . I am prompting for the beginning & ending weeks using the view name: =Report.GetFieldSchema('EPTimeCard.WeekID')When I use the search, I get columns, Week, Start, End, Description & WeekID. I cannot seem to find the table that these are stored in or defined. I need to print the description, or the start date of the beginning week that is selected. So, I need to find a way to link from the parameter to a table to get the description Any ideas? Thank you in advance! 

Hi, I meet a problem when creating a GI, not sure why the result will not display decimal number result.Here is the calculation.=SUM(DateDiff('d',[POReceipt.UsrReceiptDate],[POOrder.ExpectedDate]))/(COUNT([POOrder.OrderNbr])) The attached with the xml file.

I am working on a GI to pull Customer information. This information will be used to update another system. I have the GI pulling all the information with the exception of the Customer’s SHIP-TO ADDRESS (found on the AR303000 screen under the SHIPPING TAB). I have tried the Inspect Element function and it showsI can not figure out the corresponding table and Address ID field to use to pull the Ship-To information.Thank you for any assistance. 

Hi All, I am currently working through a Requirement for the proForma Invoice where we would like to split Time and Material Project Entries with their separate Headers and after each other:Basically Project Task 1 with the Code 00 will always be Labor and needs to flow into the Time Header Section.The Rest will always be Material.So I need to associate the Line/Detail Section to the Grouped Header of Time.I cannot figure out how to associate a certain Detail section with the appropriate Header Section.Visual Expressions didn’t bring me very far yet as it is not determining where the specific Lines shows up  Any thoughts on how to associate the Detail Section with the Header Section?

I am trying to get the terms & conditions to print on every other page so that they can print on the back of each invoice.  Has anyone had/or been able to do this?  Thank you! 

Hello, I’m working on trying to recreate a report generated by our old ERP system called Job Cost Billing Summary. The main thing that I’m having trouble recreating is separating out the “Actual Costs” based on the section “Account Group” in Acumatica for each job within a set period of time. Our Account Groups are represented by letters L for Labor S for Subcontractor and so on.  I am basing the report off of existing Acumatica report 6540002 and have not added anything to the Schema from the base file. If anyone can help me figure out what I would need to enter and if I need any additional relationships so that I can have total actual costs for each group, I would be most appreciative.