Reports and Generic Inquires

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!

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.