Reports and Generic Inquires

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?

In this report I have added the sub report and I want to add the page break after the details section after every subreport. It appears that it is fetching all the data correctly if I set the page break to none for the details section without any page break. If any page break is added it fetches only the first record. Can anyone help here to solve this thing.Thanks.

ARM report export to excel/pdf function not working for certain branches.  I am able to export to excel/pdf for some branches but not all.  I have already restarted application and that did not work. 

I would like to create my own generic inquiry that links the RelationGroup table to the Users table - I’m guessing that there is an intermediate table that I haven’t found yet.  The goal is to have a generic inquiry that gives me all the restriction groups that the users belong to.  If you have managed to do this, I would be grateful if you could share some insights!

Hi all,We have a CIA/Proforma customer and want to print an invoice with a specific sales order line. It’s a blanket order and would like to print one invoice for 50% up front, then the second line for the final half.Could I modify this screen to print a specific sales order line? 

I am trying to use business event to schedule delivery email. After following the process of creating a GI, adding the notification template, linking a business event, and scheduling the automation schedule, the emails are still not being sent out, and it’s not executing. Has anyone encountered this issue before or knows how to go about solving it?    

I am trying to run an Odata V4 query but have not been able to get it to workThis simple query works fine:"URL/odata/Tenant/IN-StockItem?$filter=substringof('TestItem', InventoryID) eq true" But when i add the v4 part, it does not yield any results."URL/odataV4/Tenant/IN-StockItem?$filter=substringof('TestItem', InventoryID) eq true"Is the above V4 syntax wrong?Is there something that needs to be enabled in order for Odata V4 to work?I ensured the user has the ODatav4 User ( Access to data exposed via OData v4) role assigned.