Reports and Generic Inquires

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.  

Hi,in quick checks, we have a report called payment voucher. in a case like this the report works fine But, as soon as the numbers increases by one 0, the report wont work. ex now the Amounts are 4,000,000.00. if those numbers are 40,000,000.00 the report wont work. does anyone can help me on this. i’m attaching the rpx file here as wellThank you. 

Looking for a way to decrease the length of the SOShipLine.InventoryID_description field on a pick list.  Currently prints the entire value (up to 250 characters but only want it to print the first 50 characters.  Have “Can Grow” set to False. 

I am currently on the section of learning “Formulas in Inquiry Results: To Highlight Row with Color” in the Data Retrieval and Analysis, using DB6-ARInvoicesMemos. The instructions state to use the Row Style box, etc. The formula for highlight certain rows that have a balance > 1000 will be highligted yellow and anything less than that is default. The formula is =IIF([ARInvoice.CuryDocBal]>1000, ‘yellow’, ‘default’). The formula that I have in the Row Style box exactly matches that and it passes validation, but any balance that is over 1000 is not being highlighted. The formula is directly out of the pdf by the same name, Data Retrieval and Analysis. In SSRS there are alternate ways to do the coding like using the =SWITCH function, so at this point I’m not sure of what may be going on.

I have been building a custom Kit Assembly report for my company to use and have it all set up the way I like it. However, it will repeat the “stock-items” sub report for as many items that are in the stock items.I feel like I’m missing something simple, I tried to set it up similarly to how fs641000.rpx works, with sub reports for stock items and non-stock items (stock items also has a sub report in it for lot/serials).I think the problem is with the sub report for stock items (KA207013.rpx). I have tried the grouping but keep getting the duplicatesAny help would be greatly appreciated!

I want to identify the report file for upgrade version.because if you have upgraded the version, the report that saves to report will not go to the upgrade

Hi all,I have a client with a specific requirement. They want each report to show the screen ID of that report. For example, when I view report Invoice/Memo AR641000, then AR641000 should appears on the report.I’ve tried using =Report.GetDefaultUI(‘AccessInfo.ScreenID’) and =Report.GetDefaultUI(‘RowAccessInfo.ScreenID’) and these don’t workDoes anyone know what how this can be achieved?