Reports and Generic Inquires

We use many built in reports as part of implementation and go lives (such as AR Edit, AR Register, AP Edit, AP Register, Inventory Edit, Inventory Register) to help in balancing. Will these reports ever be updated to show “negative” type documents as negative numbers, and show totals. We have to constantly export to excel and make these changes. I am sure customers have the same frustrations with these reports. Are there any plans to make these reports easier to use?

Running the Shipment Details by Customer report and getting some unexpected rows. I’ve added a couple of new columns to the report but it’s otherwise as per the original template.All the rows below are from the same order EC001956, but it indicates they are all on shipment SH003464.  However, only the yellow row is on shipment SH003464 which is on the date of the report, the rest of the rows were on other shipments on other dates.Why does the report pick up shipments from other days and how can i stop it?Little bit flummoxed.Thanks for any suggestions.Arran

Am creating a generic inquiry that list all the purchases accruals. Can someone kindly advise on how to achieve this? Have tried it several times using the information from Build Schema for report designer but still I can’t achieve this  

I’m trying to make Dashboards to show poeple how to do their jobs. This often comes in list formats. Like the following, where every word or letter is a widget.Create        Release  A                    A  B                    B  C                   C                        D The current Dashboard formats don’t allow this, becuase you can’t have a widget (D) to the right of an empty space. I would like to have a “blank” or “spacer” widget we can add to make whitespace for user readability on dashboards. I think this would greatly enhance what is often the first screen type any user encounters when logging in.

Does anyone have a way to link an invoice to an owner application? A way to run a report on a project that shows all costs and the application that the invoice was billed on? We were able to do this in Quickbooks and it was very helpful to the PM’s to identify when costs on their jobs were billed. One of our accountants was able to add a custom field on the invoice entry but we can’t access it on any reports?

 Hello,What could be the possible issue why the value is not showing automatically in the subreport. The purpose of subreport is to display the information from the approval tab in the purchase order module. Please see details below. Report designer:  Parameters of SubReport from PO Main Form: Subreport Form with parameters:When I tried to print a PO, values are not displayed automatically in the subreport. However, when I clicked the Edit Parameter in the report form and assign a value manually to a parameters the approval information is displayed. Edit Form: Can you share your solution, please? How did you fix it? Thanks 

i have created new contract inquiry screen for trader but i want only the particular trader to see only there trade contract not all in acumatica erp

We have a business event tied to a generic inquiry - If an opportunity was moved to stage Prospect and the stage change date was today - we want the business event to run the subscriber; which is an import scenario in this case. The import scenario would then clear the attribute value. Business EventThis business event has also been put on an automation schedule to run everyday at 7:30 pm. We changed it to weekly and selected all days as it wasn’t running when Schedule type - Daily was selected. Automation ScheduleCould anyone advise what is causing this schedule/BE to not run. We do not have any custom calculations on the GI. 

Hi everyone, I am working on a GI for field service appointments. I need to show Detail lines for completed appointments that do not have a corresponding Log line. The related fields are Detail: LineRef and Log: DetLineRef. The result seems correct, but, I can’t get it to filter to show only the lines with an empty DetLineRef. When I try to filter or sort that field it acts as though I am filtering LineRef from the Detail table. I’ve tried conditions, filters, and different joins, but can’t seem to figure it out. A screenshots below to illustrate, and I’ve also attached the XML.I need to see only rows where Detail Ref. Nbr. is empty. Thanks in advance for any help!   

Hi all, I created lines in purchase order (PO641000) to create table but I dont know how to make these lines fit into the table frame without being redundant?Or any idea how to create table in purchase order?Below is my report I have created.

Hi everyone,I need to aggregate the highlighted SKUs and quantities into one row, is there any way to do this using the sum function? Or should I try approaching this issue in a different way? Sorry if this is a noob question :) 

I have created a poreceipts using “xyz” stockitem this item has multiple images attached in files, when I use this item in POReceipts and printing the Purchase Order report I want to pull all the images that are attached to that item in a horizontal way limited 5 images for each row.Could someone please help me how to achieve. I have attached sample rpx file for reference.Example:Image 1            Image 2           Image 3          image 4                 image5  

I have created a GI to display attributes on the BAccount entity  This works fine but when I add a new attribute it doesn’t show up as an attribute to select.I can join BAcount to CSAnswers and see that the Attribute is there  But it’s not available in the field list, is there something else I have to do to get it to show up in the GI? Thanks, Chris

I have added this header in my report and when i’m extracting this report in excel format this header is disappearing.

Hello,I am trying to create a GI to help assist in tracking Transfer Orders. Mainly the corresponding shipment and receipt (if already received).  I am looking for the following at minimum: Date (SOOrder.OrderDate)Transfer Order Number (POReceiptLine.SoOrderNbr)Shipment Number Ref (SOShipment.ShipmentNbr)Receipt Number Ref (POReceipt.ReceiptNbr) Essentially, I want to create an inquiry so I can quickly identify what transfer orders have been created, the corresponding shipment ref and then final receipt ref. Additionally I would like to add the From Warehouse, To Warehouse and quantity(this is not completely necessary). I took my first shot at creating one from scratch and the GI just times out. Just learning GI builds and it is a tough slog.  Any help would be greatly appreciated. Thank you

Hello,We have been designing a Payment Voucher report, which needs to have multiple copies (with slight variations) when printing. Currently, we are doing this by way of subreports - the main report passes the parameters back to identical subreports, and sectional page breaks split the copies into 3 pages.This has worked well, with the exception that footers in the subreports (which have Print at Bottom enabled and A4 paper size) don’t print at the bottom of their respective pages, probably due to how subreport nesting works.  We have tried manually setting the height of the subreport to A4 height in the main report, but this doesn’t seem to work either.Any ideas?

Things I learned as an Acumatica noob.As a brand new to Acumatica developer, the thought of creating and modifying reports was terrifying to me.  But with a deep breath and fingers crossed I made the leap and have learned so much, including to not only have more faith in myself, but also in the world that is Acumatica.  Report creation and modification doesn’t have to be scary.  Acumatica Report Designer provides everything you need to modify or create a new report.  In this post, I’ll be sharing a few tips that I learned while modifying my first report. To begin, I installed a local instance of Acumatica, along with report designer.  This allows me to work with my reports locally before publishing into either my test or production environments.  Additionally, having a local install gave me access to one very important piece used for report aesthetics and consistency, namely the TemplateReport.rpx file.   Often, I will be tasked with modifying an existing Acumatica report to meet a cer

I have created attributes on stock items which I would like to display on the production ticket. When creating a GI, I can pull this information from this field InventoryItem.INVENTTYPE_Attributes. But on the report designer, this field is not available. How do I pull the attribute field through report designer? Do I need to create a table relation with CSAnswers through Schema Builder?

Hello,I am struggling to get the DateAdd function to work on my conditions. I am able to get it to work in the results grid and in the report designer but for some reason, it is not working on the conditions. Below are some screenshots.Today = June 29th, 2023Screenshot 1: ConditionsScreenshot 2: Result GridScreenshot 3: GI ResultsThank you,KT

I'm trying to create a simple GI to display vendor contact information. I've connected the PX.Objects.AP.VendorR table to the PX.Objects.CR.Contact table and related them by bAccountID field.I'm able to get the results I'm looking for, however I've added the "IsPrimary" field to the results so users can see which contact is the primary one for that vendor account and it does not appear to be working correctly. In the GI results that field is displaying a False result (unchecked box) for all contacts, even those designated as the Primary contact in the Vendor.Any thoughts as to how to fix this?

Good morning..I am wondering if there is a report or inquiry I can run. The data I’m wanting to pull is customer along with a word of item description that has been sold to this customer. For example, we have customer ABC and we have sold them FLAGS. We want to search by item description that has the word “flag” in it being sold to the customer. We get such items from more than one vendor, so it may not be one specific inventory ID.Any help is greatly apprectiated!

A client has a GI with a vendor parameter. When you click on the dropdown it also shows all the users as they also have a baccountid. I need to be able to put a condition on the parameter as putting in a normal condition in the conditions tab only affects the resulting data.The relations is this: Parameter: In the dropdown on the GI they need to only see from where the vendors start, in this case the naming convention all start with V-, where as the ones above are all employees.Would this require customization?

I have a client that sends a lot of Automatic Reports thru Device Hub. All of these reports are assigned to different printers and users. These are print Jobs they don’t want to see a preview and print right away, like labels and other forms after an action, like SAVE. Any other report new or not, prints the Acumatica way, using the web browser, which means a Print Preview, selecting a printer and so on, no DH required.These dedicated reports and users to specific to printers are high maintenance, but works and my client is happy. The downside is that the reports that are married to this setup, must be maintained and all  reports must have a printer/user assigned.  Now we have one user (new employee) that does not see the need to waste paper or print every single time. I assigned the report to a PDF printer but it created issues with DH and would halt all other print jobs until Cancel or a File name was given. He needs to save, not print and move on...not even a preview.Solution: I dow

Dear ALL,When I export a report with image to an excel file. The image on the report was not exported to the excel file.For example: Report SO.30.10.00 with image (Acumatica logo) as shown below. Please help me with this case !Best Regards,NNT    

Working on an audit request for list of Inventory Purchases for a specified period. Originally I was just pulling purchase receipts but that does not include any capitalized freight expense in the inventory through Landed Costs. Meaning, if we buy an item for $10 and it costs $2 to ship to us we recognize the inventory at $12. using Purchase Receipts only returns the $10 of the purchase not the $2 in freight expense. Is there a better report that will show me the total inventory cost Purchase + Landed Cost?