Reports and Generic Inquires

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.

Hello to all - new to this community.  If this topic has already been addressed please kindly point me in the right direction.We have the “Projects Module”.  Currently I have about 70-80 projects and would like to run a report that tells me revenue by “Task”  / “Actual Quantity” across all projects.  Any ideas? Eric

Hi Team,I would like to exclude Status On Hold and Status Open from Shipment Confirmation SO642000. So I have tried with 2 options:Option 1: Status not equal On Hold or Open → I'm still able to print Open Shipment → incorrect Option 2: Status = Confirmed or Status = Completed → I cant print Confirmed Shipment → incorrect Do you have any idea on this issue?Thanks in advance,Yên Chi

Hi Team,I'd like to add the text "REPRINT" as a watermark in the report. When I print the report, I want "REPRINT" to be displayed in the background like a back image. want to add the text "REPRINT" in the report, just like the text provided below. However, I'm having trouble adding this text as a watermark. I've been attempting to do so, but I'm only seeing image selection options in the properties. I would greatly appreciate your assistance with this issue.Thank you. Regards,Sagar

Hi,I have a GI that shows about 400,000 records. After I add same tables join to show first invoice of customer. The result show that data is too huge to load.Please advise me how to fix this situation.

I have a report that I need to run everyday at 7PM.   The report has a Date Range Parameter.  I need this parameter to be the Current Day   ie @TODAY.   I can not enter @TODAY in the parameter fields.  How can i schedule this report to run daily?  The community articles lead me to creating a business Event, but in order to setup a business event you need to have a ScreenID.  I dont have a screenID, or a trigger such as change record.   I just have a report that needs to run at 7pm.Report Parameters - Need to set Start and End Date to Current Date.Automation Schedule - This schedule works, but I dont know how to set the date parameters for Current Day. 

There are several Generic Inquiries provided out-of-the-box when a new tenant is set up.  If these Generic Inquiries get modified by a user, they can stop working correctly after an upgrade.Does anyone know if there is a way to determine which if any out-of-the-box Generic Inquiries have been modified without having direct SQL access?  Hoping to avoid having to build something like a customization or SQL View.

are there ‘versions’ of the Report Designer product?how can you see what version you are running ? 

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.