Reports and Generic Inquires

I am creating a quote form for a customer who has quotes / sales order and invoices with many line items.  They have requested that alternate rows on the detail section are highlighted in order for the customer to be able to read these better.

Good day Team, I am trying to add the AP Bills Branch ID to the AP642000 Additional Remittance Form, I used the APAdjust table with the APPayment, doing Doctype equal to AdjgDocType and RefNbr equal ADJgRefNbr, also used the adjd ref and doctypes to test but did not worked either. When I used the APAdjust.AdjgBranchID, as I tested on a GI, it worked, but when doing in the report designer does not work. I have used other tables as well, but no luck. I hope, there is a way. 

When working with Generic Inquiries in Acumatica, it's common to use multiple columns to validate different pieces of information based on specific business requirements. However, this can sometimes lead to a cluttered interface that is hard to understand and interpret. In this post, I'll show you a technique to consolidate multiple validation columns into a single 'Message' column, which will make it easier to communicate concise information about various source columns through one unified message all without developer customization.  This post will include Screenshots, Examples, and Generic Inquiries that use the SalesDemo dataset. Our ExampleConsider a Generic Inquiry where you create validation columns using formulas for one or more data elements. Let's use an example request as our starting point:Add a column to validate each vendor with 30D terms is within the US. Add an indicator to columns where a subcontractor is outside the US. Solving: Conventional vs. Streamlined Approach C

I have created a Date Parameter for a custom report.  I am trying to filter the report by this parameter, the result is coming back with no data (a blank report).  I am selecting a date that i am 100% sure is in the dataset because i have a raw dump of the data.  What am I missing, why is my filter not working?  Does this have something to do with the values being seen as text instead of date? 

Hello,The initial brief was as follows:Show all items where itemclass in (spareparts, lvspareparts) and use date range. Fields to show:Inventory ID, Inventory DescriptionTotal Sales for date range Total qtyonhand all warehouses (just the total holding like on stock items page)Total transferred over date rangeLast invoiced dateLast Cost On the results we are getting some larger numbers, and not all the QOH look right, any idea on how to improve on the results here?  

I have a client asking if the search result color can be changed within Report Designer. They find the light green difficult to see. I haven’t found a way of changing this. Does anyone know?Example below:  

Hello,We want to create a GI that lists all sub assemblies of a kit specification. Below is an example:CJ60 has kit components : CJ30, CJPC, CJLP, CJCB and CBLUE. Similarly, CJ30 has kit components - CJ12,CJTC, CJTD and TH10.  Kit Specifications and Kit AssemblyWe would like this information along with their lot serial numbers into a GI. Currently, I am using INTran table and self joined the same tables multiple times. But it is not working as expected. Table Joins on the GIWill really appreciate if you could share any ideas/ suggestions to get this to work. thank you! I can share the xml file of this GI if needed.  @lauraj46  - could you please advise if you have any ideas as well? Thank you!

We have created a custom GI and we need to build a custom report based on this GI with Report Designer.  When we load the schema in report designer how do we get the custom GI to appear in the report designer list.  

I created my first report. But I’m unable to deploy it. This is a new GL report: GL6333100. It is based upon another GL report. Following deployment steps in the training video, I come to opening the Site Map then adding the new reports. However, no GL entries are displayed in the Site Map. I see several AM type listings. I assume this is permission problem but I’m not sure which permission. Does this make sense?Do you know what I am doing wrong? Thanks,Tom

Hello, I’m looking for a way to count the color with the Generic Inquery, for example here, I want to count all the green case per line. Line 1 : 2 , Line 2 : 3 …  This is the query for the green and orange color : I try a COUNT() but it didn’t work.  Do you have an idea ? 

Hi, I want to add the APPayment Ref No into Bill and adjustment GI, and the Data field is ‘displayRefNbr’ from Table APAdjust.But why the data field is empty? is there any another way to fulfill my request? I have checked the Dac Schema review source data, the whole role of DisplayRefNbr is empty.attachment with the XML file.

I am looking to create a GI with Kit Specification that will show all the item within the KIT as well as Sub Items that will explode for the same specific KIT. Example P# has A123, B123, C123 and S123 (S123 is a KIT), S123 has S234, S345, S456. The goal is to have everything P# required both components and Sub Components under the same P#P#A123B123C123S123S234S345S456At the moment I can’t get the S# to show under the P# in the same GI.  Also, we do not use BOM.  Currently the Sales Order explodes that KITS when the Placeholder for that kit is used. 

Hi everyone.  Is there a way to deduct the applied credit memos of an invoice on the “Net Sales” field of Sales Profitability by Customer and Order? Thank you. 

 when we run the inventory balance report, we find that the numbers are not accurate to what the inventory allocation screen shows.  The Inventory allocation screen is correct, and the inventory balance report is wrong. - what do we need to change or adjust to make the report correct?  I do have rights to the report designer so I can adjust the report if needed. . 

Hello - I am trying to produce a report that shows AP Bill transaction detail (have this already) that also shows if that bill has been reclassed and if so, which accounts they were reclassed to. I’ve tried linking several different tables but none of them seem to work. I thought I was close by linking the GLTranForReclassification but the NewAccountID does not seem to work, keep receiving the below error. Does anyone know of a way to achieve this?  

I need a GI to show the Purchase Receipt History info, and the Element Properties show the name POReceiptPOOriginal. But this error message prompts ‘Invalid object name 'POReceiptPOOriginal'.’. Any other way to get the relation table? 

We have a non-stock item we use for A/P that tracks the labor used for one of our mechanics (it’s a vendor).  We would like a report that can give us the number of hours and the rate for that item. We have been able to run the Purchase Order report for the item, but we do not use a PO every time we have them work on our equipment. Thanks in advance for your help! ~Audrey

OK. As usual, this is a question that might be a little odd. I have a custom field on the production order called “JOB”. When creating an order that has multiple subassemblies I want to identify/filter the orders by “JOB” so. I am trying to figure out a way to show the “JOB” number from the product order on the same line as the associated subassembly. Something like this. I thought I might be able just pull in the AMPRODITEM twice once for the product and the other for subassembly and do some kind of IIF to pull in the “JOB” but hit a wall there. Thoughts? ORDER       ITEM       PRODUCT ORDER        JOB67890          TACOS      12345                     TACO MACHINE

Hi-We have tons of sales orders created today (8/8/23): When I filter by ‘Created On’ equals 08/08/2023 I get the proper records:I also get the proper results when clicking ‘Today’ under the filter: However, I get zero results when filtering by Created On = @Today This filter is required in order to make a dashboard (same results can be seen by making a dashboard widget with the @today filter). Does anyone know why @Today does not aggregate results that pertain to todays date? Is there a change that needs to be made to the column in the GI setup? Appreciate any help!!

Hi, I am creating a GI and I want to do a calculation with the data field with aggregate function. is there any possible way? the GI XML file in the Attachment. Thank you. The calculation should be SUM([curyLineAmt]) / SUM([curyRevisedAmount])After the use my formula with aggregate function, it shows this error.  

Hi, I have meet an issue when I create a GI, This attribute I have selected before, but right now I already unselect it, but why it will still appear in the value of attribute? 

Hi, I want to create a GI for checking the Customer attribute status, But the Value shows which I have selected before, but unselect already.Can help me check what is the issue?

1. the output with 5records 2. user can filter based on the execution date in the report 3.after applying execution date filter I need unique location ID in the report how to do the in report designer. please help me in solving this issue  Thank you   

Hi, I meet an issue when I create a GI, the data displayed is looping, is there any way to prevent or solve it? 

Hi everyone!.I’m trying to add the “Inventory ID” to this report.Every “Job Code” have a different “Inventory ID” ( that can have ‘n’ Items),  I’m able to print the first Item of the Inventory ID, but then it repeats for others “Job Code” in every page.  There is something that I’m missing in the Relationships or Groups?.I attached the file below.Your assistance is greatly appreciated!.​