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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,177 Topics
  • 8,539 Replies
2177 Topics
M
Freshman II
michellec11Freshman II
asked in Reports and Generic Inquires
add time stamp for EDI orders.

Is there a way to add a time stamp to when EDI salesorders enter Acumatica?

803
Gabriel Michaud
Captain II
3 years ago
divyang
Freshman I
divyangFreshman I
asked in Reports and Generic Inquires
How to adding a clickable link for excel export using generic inquiry. It should be same report export.

How to adding a clickable link for excel export using generic inquiry. It should be same report export. 

2701
Gabriel Michaud
Captain II
3 years ago
jmckinnon
Jr Varsity III
jmckinnonJr Varsity III
asked in Reports and Generic Inquires
Maxi / Aztec code support in Acumatica Designer

Is anyone aware of support for the Maxi / Aztec code barcode standard within Acumatica Report Designer? [ reference : https://www.barcodefaq.com/2d/maxicode/ ]We’re currently working through a phase of our implementation that dives deep into the Shipment Label needs of our larger customers. Some needs seem straight forward but end up at a dead end while others have slightly convoluted solutions. Oh, please note that we’re integrating with Easypost which will likely render the majority of our more typical Shipment Labels but these are not the labels I'm concerned about at this moment.Imho these larger customers' needs could be accommodated easily if we were to take ownership of the design of the Shipment label. I know there’s some decent work involved, which I've done before, but it would be a clean repeatable process.The main road block I now see is that Acumatica Report Designer doesn’t seem to support the Maxi / Aztec code barcode standard.Has anyone had the need to print this barcod

280
jmckinnon
Jr Varsity III
3 years ago
J
jagur
asked in Reports and Generic Inquires
How to create image box for external link

Help me please, how to include image to imagebox for external link, example from google photo

1761
lauraj46
Captain II
3 years ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
How to Manage Report designer date parameters default value in week ranges?

Hello,          In Generic inquiry, we have something fantastic like @weekstart and @weekendBut these does not work for report designer.        Is there a way to set the report designer’s default data range as “Last week”?

5692
R
Captain II
3 years ago
B
Freshman II
byates
asked in Reports and Generic Inquires
Help with GI Creation

Good Afternoon, I am looking for some assistance with creating a GI. I am using the Inventory “Issues” GI as the basis. I am trying to modify it to include information from the INTrans table. I would like to bring in the following Properties:INTrans.SiteIDINTrans.InventoryIDINTrans.QtyINTrans.TranCostThen add an additional condition to only show item that have INTran.ReasonCode of “Damaged” Essentially I am trying to create a GI that shows me the total cost/qty by site and Inventory ID of all “Damages”. Using this to begin tracking manufacturing shrink/waste. Currently I am getting error when trying to view the GI so I am sure I did something wrong with the tables and relations. Attached is the GI as it is now. Thank you for the assistance. 

2785
B
Freshman II
3 years ago
V
VinodR
posted in Reports and Generic Inquires
Sales Order Details by Customer Report

Howdy,This is my first time attempt in the Community forum  and I am still learning the product. So, correct me if I am wrong please.The report “Sales Order Details by Customer” should not display the total Qty if the UOM (unit of Measure is different). An HOUR is different from EA.The report should only display TOTALS for Line Total and  Open Amount 

1890
V
3 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Reports and Generic Inquires
Trying to sort by grouping in a GI

Hi, I am trying to do a GI get Month-To-Date, Year-To-Dae & Prior-Year Sales totals for an inventory item. There are multiple warhouses setup. I am using the INTran table, with a condition of the item & the TranType of Invoice. If I sort the results in Site Order (SIteID), the results do show in Site order. However, if I set the grouping to be by SiteID, results are totaled correctly by do not appear in Site Order.Is there a way to sort by the grouping conditions?No grouping:With Grouping:   

3815
wfilipiak67
Captain II
3 years ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Can I directly get item's last sells date?

Hello,     I need to get the infomation of such items:    We have qty on hand>0  And We didn’t sell for a long time like 90 days.    I can get this done by joining INsitestatus and ARTran table.        The key of my solution is that Acumatica will by default get the maximum of trandate after I group by inventoyID      And I can use a “second filter” on GI results like below to get the information I wanted. It is a solution.However， it is quite time consuming because ARtran table is quite huge.Can I replace ARtran with another table (Where I can still get the last sell date infomation and join much less lines) ? Or is there a better way to fulfill my need. 

8318
R
Captain II
3 years ago
arlinewelty93
Jr Varsity III
arlinewelty93Jr Varsity III
asked in Reports and Generic Inquires
Generic Inquiry: Return substring from a currency value (remove auto-inserted trailing 00s)

The mission with this generic inquiry is to show the payment amount value with the decimal stripped out. I’ve tried a few formulas but Acumatica seems to want to add 2 trailing 0s when I do that. Example:  The goal is, instead of showing $8321.05, to show:  832105In SQL I’d want to return a substring, or trim 2 characters from the right side of the string. Here are a few examples of what I’ve tried: Try to get the field to display as a schema field ‘payment amount’ Try to get the field to display as schema field ‘doc description’ Try to return from the right side of the string, -2 positions: =Right(CStr( Replace(  [APPayment.CuryOrigDocAmt], '.' , '' ) ), -2) Try to cast the field as a decimal =Replace(  CDec([APPayment.CuryOrigDocAmt]), '.' , '' ) Try to cast the field as a string  =Replace(  CStr([APPayment.CuryOrigDocAmt]), '.' , '' ) Any suggestions on this? Acumatica really seems to want to add those zeroes!

5692
arlinewelty93
Jr Varsity III
3 years ago
A
Freshman II
ArleneFreshman II
asked in Reports and Generic Inquires
Report Designer - Macbook

Can the report designer run on a Mac book?  If yes, is there any special set up? Thanks,  

5132
A
Freshman II
3 years ago
I
Freshman I
iancook36Freshman I
asked in Reports and Generic Inquires
Rename data field in a Generic Inquiry

What do I need to do in a GI to replicate the functionality I would use in SQL for example to haveSELECT Contact.DisplayName [Contact Name] from Contact where ContactType = ‘LD’I want my GI column name to be Contact Name and not DisplayName.Thanks

10922
I
Freshman I
3 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Reports and Generic Inquires
Decimal/Number formatting in a GI to excel

HI, I am trying to do 2 things in a Generic Inquiry for sold Kitted items - getting the quantity of the components.I am trying to have a calculation of sold components be exportable to excel as a numberic field from a GI. The formula is: =([ARTran.Qty] * [INKitSpecStkDet.DfltCompQty])It comes through as a text field, left justified. We would like the result to be a numberic field, Right justified.We would also like to have this display with only 2 decimals 

14952
wfilipiak67
Captain II
3 years ago
greglang
Varsity I
greglangVarsity I
posted in Reports and Generic Inquires
Populate Current "weekId" in GI Parameters

Does anyone know a workaround to populate the current or last WeekID (EPTimeCard.WeekID) in a parameter on a GI.  I have a few use cases for this and in order to use the GI’s for Dashboards I need this filter to be applied.   As a workaround I know I can use weekstart as its a field on EPTimeCard but this is less user friendly as users would be able to pick dates other than week start dates from the dropdown. For example you can use @today or  @weekstart-1 for a specific date field but I have been unable to figure out the logic to do this for a WeekID if its even posable. Thanks in advance for any suggestions.   Attached is a GI I’m using to show missing timecards.

2891
lauraj46
Captain II
3 years ago
C
Freshman I
CaiFreshman I
asked in Reports and Generic Inquires
Cai

Hello,I m a new user of Acumatica,  I would ask the other more experimented users, is there some way to retrieve data from the cloud database down to Excel like I was used to do with my MS SQL Server database, via Power Query fonctions (I had of course the Server address, username and password to be authorized to get in) ? thank you very much. Cai

1135
TimRodman
Pro I
3 years ago
TimRodman
Pro I
TimRodmanPro I
asked in Reports and Generic Inquires
Pulling attachment contents via OData

I’m trying to access attachment contents over OData so I can pull Stock Item images into Excel. I tried PX.SM.UploadFileRevision and PX.SM.UploadFileWithData, but the UploadFileRevision.BlobData column doesn’t appear in either a Generic Inquiry or in the OData feed. Does anyone have any ideas on how I can access the raw file attachment contents? Note in these screenshots that there are 5 columns in the Generic Inquiry, but only 4 columns appear in the results: 

3046
TimRodman
Pro I
3 years ago
martingaxiola
Varsity I
martingaxiolaVarsity I
asked in Reports and Generic Inquires
AP641000 Check with Remittance margins when printing goes bananas

Good day, I modified a check form (AP641000), and everything looks good, when printing more than 1 check, the View PDF or View HTML shows the correct data on the preview of the PX.ReportViewer.axd. But, when you print the checks using the PRINT button, ** I edit this part, as I get the margins to work, but not the first page *** the starting the second page, the margin for the second and third page will move up, but the first page margins (seems to be the top margin) will not match the other pages, is about a row down, not even that much, but is notisable.  Have any had any experience with this? The customer is printing on an HP printer and I have an HP printer and can replicate the issue, but cant seems to find a solution for it.

3202
martingaxiola
Varsity I
3 years ago
M
Jr Varsity II
mbridges00Jr Varsity II
asked in Reports and Generic Inquires
Report Designer - Image that spans multiple Detail rows

I have been trying to figure out if this functionality is possible in Report Designer. I have a report with a grouping of items. I am trying to add an image that spans however many rows are in that group, but currently if I add a pictureBox to the section, it will repeat for X number of rows in the group and also add additional whitespace for each row. Is it possible to have an image (pictureBox) span multiple detail rows/groups in report designer? I have seen a previous example using a vertical line that spans down the entire length of the report by using the “bring to top” option, but trying to recreate this using a panel with a picturebox included has been unsuccessful. I’ve also attempted using a panel, line, and/or pictureBox with a background embedded image set, but that did not work either.   

2272
M
Jr Varsity II
3 years ago
lauraj46
Captain II
lauraj46Captain II
asked in Reports and Generic Inquires
How to show a prepayment total on the SO Invoice printed form (SO643000)?

Does anyone know of a way to show the applied payment total (including prepayments) on the SO Invoice printed form report (SO643000.rpx)?  The field appears on the SO303000 screen and the total is correct, however that field (ARInvoice.CuryPaymentTotal) is not available to choose in the Report Designer.  It seems like this would be a common requirement, so hopefully we are just missing something obvious here.  This is for 2020 R2.  Thanks in advance! 

3342
lauraj46
Captain II
3 years ago
K
Freshman II
khairiFreshman II
posted in Reports and Generic Inquires
Report Designer Tables join

helloi tried to join batch and account which is not possible so i have to pass by gltran to get one field to filter with it branch.status  my problem now is that each line is duplicated many times i know the problem is with the join between LegalGneralBalance and GlTranI tried to join with Account and i tried to group the result with AccountID Or AccountCD but i got the same results 

6219
Gabriel Michaud
Captain II
3 years ago
S
Freshman I
shores6Freshman I
asked in Reports and Generic Inquires
Contract Management Reporting

We are rolling our the contract management module and noticed there really aren’t any reports or inquiries out there. Has anyone developed reports/inquiries for contracts they’d be willing to share?Thanks!

1161
Gabriel Michaud
Captain II
3 years ago
J
Freshman I
jahnavik45Freshman I
asked in Reports and Generic Inquires
How can pass list of values to a single parameter in the report

How can pass list of values to a single parameter in the report designer   

1921
Gabriel Michaud
Captain II
3 years ago
B
Freshman II
byates
posted in Reports and Generic Inquires
Customer Order Nbr in Shipments GI

Hello, I am trying to add the Customer Order Nbr to my Shipment GI. I have added the table and included the correct item in the Results Grid. However, nothing is populating in the GI. Any idea as  to why?  

15313
B
Freshman II
3 years ago
C
casimirnega42
asked in Reports and Generic Inquires
Dashboard Design

I am trying to set Dashboards for various users in our company.  Is there a good video training or KB article that would be helpful? 

1601
Gabriel Michaud
Captain II
3 years ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
locales issue? How to make the Desc in email body the same as in the GI screen.

Hello,    We previously enabled system locales/multiple languages.  Now, the inventoryitem.descr looks like right and proper in the GI screen like below:   However, when I am trying to use it in the email template, it is displayed with extra information.  [{en:YIHAI\ 15x1000g\ Seasoned Chili Oil}]    You know, we don’t need the {}，[]  and en： kind of things   How can I make it just look the same as in the Screen.

521
R
Captain II
3 years ago

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