Reports and Generic Inquires

The Billings I manually grab the total sales from the P&L report.I want to add this in report designer which field i have to select ?

Hello, I am trying to concatenate string and integer fields from ARSalesPrice Table - InventoryID, CustPriceClassID, PriceType, CustomerID, BreakQty.  The purpose of this GI is to count if we have duplicate prices at the same break qty. But currently, it does not let me concatenate string and integer fields together.  Could you please advise how that is achievable? 

Is there a way to filter Opportunities by week count and show as bar charts in dashboard widgets? The y-axis would be the count of how many opportunities there are, and x-axis would be the first date of each week. I’m not sure what to specify in the chart setting (shown below) and how to name the legend to date (mm/dd/yyyy).         

Could someone point me in the right direction of where to start on a Generic Inquiry that can show Project Managers the ‘burn rate’ / spending's on their project based on certain dates?So two scenarios - Time Entry / Labor. We enter time and process payroll via Acumatica. There are a number of Inquiry Title pages that contain billable time fields and amounts, but I couldn’t seem to get that correlating / summing properly by Project. On top of that, would need a way to say ‘pull this data between these dates’ or from the previous weeks dates.The other one would be project transactions during those dates. However I’m not sure how I’d accurately show these dates because bills can be entered but not paid at the same time.Appreciate any insight!

Hi, I have a client that has a question for the Approvals grid under Time and expenses. In screenshot 1 they want to know why the note section is not highlighted like it is in Bills & Adjustments in screenshot 2. I tested in our demo and same thing. Is this by design? Client is on 2023R1.Sceenshot 1: Screenshot 2: Thank you,Frances  

We are trying to figure if there is a way to setup an email template for the Inventory Register Details report (IN614000).Current Process: The user enters a new record using the Issues screen (IN302000) and then they run the Inventory Register Details report (IN614000). After reviewing the report they click the Send button which opens the Email Activity screen. The user then has to enter the To address, the Subject, and the Message. Is there a way you setup a template for this report so they user doesn’t need to fill in all the information each time they send the report?Thank you!

We are on 2022 R1, soon going to 2023 R1.  We have been working on an issue where our Invoice report, when sent to customers as a PDF, displays as gibberish to the customer.  When we look at the PDF it displays correctly.  We have gone through and made sure all of the font is Corbel, we have also tried to eliminate all of the bold font, but are still having this problem.  What can be done to fix this?Invoice should look like this:Our customer sees the invoice (this is an image they sent, so it’s just the top of the invoice) like this: 

The below image is an except from a customer shipping report listing products shipped on a particular date.I added a new column for Client SKU =[CSAnswers.Value] which works exactly as I need with one exception…If a product does not have an Client SKU, it is not included in the report...the row is omitted.  It seems the report only includes the row if all fields are present and I would like to flag this field as optional so the row is included regardless of the presence of a value.None of the properties seem to correlate to that behavior and I’ve been unsuccessful in finding any clues in the forum.  I’m sure the answer is simple but I’m at a loss for the right keywords to locate a solution.Any help appreciated.Thanks

There is a custom made report which contains a considerable amount of data fields. So it takes a significant amount of execution time when implemented over several months. So can I know if there is a way to direct import data to a report from Generic Inquiries? If it is possible does it causes to decrease the execution time of the report? 

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?