Reports and Generic Inquires

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.

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: