Reports and Generic Inquires

Has anyone found a way to get the Processing Status (ARPayment\CCPaymentStateDesc) to display in a GI?  It is always blank in the GI, even though if you go into the form there is data displayed for the field.  Would be EXTREMELY helpful to be able to see and filter for transactions that have declined, etc.  

Why we can’t check “Default Navigation” for field “InventoryCD_Description” in Generic inquiry?Is it a bug or normal ?

I am looking at adjusting how some of our Item defined and customer defined attributes and would like to look at scale for any conflicts.I was able to create a SQL query checking all aspects of the Generic Inquiries looking for conflicts with the change.Is this possible? Are the setup values in a Report Designer report stored in the database and query able?

We have created an attribute   CommPCT, Control Type = Text,  Format = #.####Data Entry looks like this.   0.015   This is meant to be a Value of 1.5%We next created a Custom Generic Inquiry that uses the CommPCT in a formula,TransAmt * CommPCT.  However, the formula does not recognize the “.” in the text or recognize the value as a numeric value.  Next we created a formula like this.   =[ARDetail.CuryTranAmt]*cdec([InventoryItem.COMMPCT_Attributes])This sort of works,  It does the multiplication as 15 instead of .015 again this is because the “.” is not recognized numerically.   How do I get the 0.015 recognized as a numeric decimal value?     

We enhance some parts and once enhanced they are moved to warehouse ‘B’ (still under the existing part number) and stored there until sold. I am trying to produce a report from a GI that shows how many parts we have without including the enhanced parts from warehouse ‘B’.  To confuse things in this report we also want to show the demand on sales orders across the company including warehouse ‘B’ so I can’t do a standard condition on the GI to exclude warehouse ‘B’.This is a summary report so one number per part for stock and demand.  If it helps all data is coming from InventoryItem and SiteStatusSummary.  How do I do this?  I have tried some IIf statements in the GI on the field but I get either 0 or the total including the stock in warehouse ‘B’.

I am trying to create an ARM report that gives me monthly expense by GL/Subaccount.I’m running into an issue that I assume can be resolved.  We are still fairly new on Acumatica.I want to be able to enter the period end/financial period and only populate the columns through that period.  As you can see since we have values in June already entered, how do I limit the report to only show values through this period - May 31, 2023.I’ve created separate columns for each month and used the following as my data source: Is this best practice for a 12 month period report and how do I limit the report to only show values through financial period entered?Any assistance would be appreciated.

hello,      I am managing 3 tenants. And the 3 tenants are using same kind of Dashboard, like sales analysis, but the datasource (Mainly GI) of each dashboard are having little differences. Like different conditions, different filters.      I have designed the dashboard in tenant 1 at the beginning, and save the dashboard as a customization project , and then publish this customization project to tenant 2 and tenant 3 and modify in tenant 2 and tenant 3 on that initial version.     I am meeting the 2 major issues below, can somebody point out a good way to handle.1,  It looks like if I have modified the datasource like GI，  the customization project would not update automatically.  if I  publish the older customization project again, my update in GI would be loss.       What is the best way to deal with this?2, Actually, I have to maintain 3 different Dashboard versions.  If I publish a dashboard in tenant 1, it seems the dashboard related GIs in tenant 2 and tenant 3 are all updated,

Hi, I am creating a GI with table POLine and PMCostBudget, after I connect all the relation, there are still some error lines will appear, can please help me check which step is incorrect?  In this PO, it should only have 4 lines, but there have 8 records in the result. I connect the relation with Project task, cost code and Inventory ID, I think the problem is in the cost budget tab have another line with same Project task, cost code and Inventory ID.  So how can I avoid it, or is there any other relation can I connect? The XML file in the attachment, Thank you.

I mean get rid of this 

anybody who knows what is the reason of missing signatory? is there any wrong in my conditions? 

Does anyone know how to add or modify the tree view on the in reports that are made with report designer? Several reports in 2023 R1 all reports have this function, but I can’t tell where they are coming from in report designer.Thanks

I’m looking to create a GI with a item list and and a sum of how many days this item was at 0 qty in the warehouse in the past 365 days.  Where do I start? I thought maybe using the INItemSiteHistDay table would be the way to go but I’m just not sure where to go from there.

Hello Is it possible to write a sql query in report designer ? Thanks.

Hello Acu community!I’m working on this report and I’m wondering if there is the possibility to show the image in the report that is attached the Clip icon.Thank you for your help! 

Hello,       I am not an excel expert, so I do not know whether the issue I met is related to the below idea:         The issue I met is as below:1, I formatted a data field in report designer, using “0.00” 2,  It is looked nice in screen and when exporting to PDFHowever, the data is only displayed in integer format, while it is indeed having 2 decimals value. on the contrary, the data filed without formatting is looked bad on screen, but it is OK when exporting to excel 

We have a quote form where the description is in a multiline textbox that wraps to multiple lens when the text is long.  We ran into an issue that the textbox expands to an additional line before the text wraps to that line, leaving a blank space before the next row.The style is set in the template form.I assume it is because the space allowed for each character is too much, so the textbox expands before the text needs to wrap.  Is there any way to fix this issue, or perhaps this is a bug? Thanks,Harlan

Hello,i was trying to print the invoice with the shipment. The process is done in the system that is no problem at all, but when adding the invoice to the shipment report it doesnt seem to work. I tried doing it as a subreport.I added a new parameter to the invoice report.    Then added the Filter as below  Before even connecting the invoice to the shipment report i tried to print the invoice but it doesnt show any values. I dont know why. I also tried ARTran.SOShipmentNbr but still doesnt work. What am i missing?Just FYI: i didnt join or changed anything else. I used the template reports for shipment and invoice.Thanks for the help.

Hi, I am trying to replicate the filters shown below in the report designer, but I am having some difficulty doing this. It seems that the report designer doesn’t like me using the full name of the status (e.g. Open, On Hold) but rather it prefers the single letter representation of the status. So far I have found that letters like ‘O’ and ‘H’ work as the filter value from looking at other existing reports, but I am not sure where to find the full list of letters related to these statuses. Is there a screen in the system or a table that I need to look at which will provide me with all the available statuses and their associated letter representations? Kind regards,Andrew  

While trying to get the Inventory ID and transaction description on the pivot table, we noticed that when the fields are added to the Values section, they are displayed as numbers in the pivot table.    The fields work fine in the other sections of the table except for that particular one. Any thoughts?  

We just upgraded to the latest acumatica version R1 2023 and the StoragePlaceStatus status table is now obsolete.   I need quantity info from table for one of our generic inquiries.  Does anyone know which table may now contain that datafield that I am looking for.  Or is there a map available somewhere of the tables?

Hi,I need to get all the contact emails related to the customer from the GI.When I join the customer and contact table GI is showing like that.Above customer has 5 contact emails. I need to show all 5 contacts as a list (not 5 rows only 1 row).ex: 1st email,2nd email,3rd emailHow I do that ?

Hi, I am creating a GI and meet some problem on parameter.Here are my parameters requirement:No of PO (counted nbr, not ref nbr)I am using COUNT at the aggregate function and grouping the record with vendor, the result of the ref num will become counting how many PO of the vendors.  My question is how can I make the parameter to filter the counted number but not the ref number? attached with the GI XML, thank you.