Reports and Generic Inquires

I want to modify the Project Balance report screenId PM621000. How can I find the report that i need to change There is no inspect element option available for the screen.

I created a generic inquiry to show all credit notes as per serialized sequence.On viewing the Inquiry I noticed 9 of them are missing, maybe they were deleted, this may cause problems in auditing.Kindly assist on how I can retrieve them. Urgently need you help.All responses will be appreciated.

Hi,Has anyone been able to add a parameter for “Paid with” to the expense claim details report? Thank you,KT 

Hi!I am trying to add the Vendor Class ID as a parameter on the AP Register Report - AP621500, the Vendor Table is not on the report.  I am not sure what relationships I need to create when I add the vendor table.  Any help would be appreciated. Thanks,Coleen

Hello,I have modified an AR report to give details on ar discounts.  One of the parameters is the discount code.  It works, but I want the user to be able to select the discount code rather than type it in.The little magnifying glass doesn’t appear next to the box where you enter the value.When I add this into the View Name, the parameter disappears when I run the report.ARDiscount is not used on the report, but I thought I could use it to select the code the user wants. 

Hello,I have a generic inquiry of SO Shipment Lines and I’ve added a condition that limits the Inventory Ids to only those that start with “GENPSY”.I’ve also added a parameter for the Inventory Id to allow users to select a specific item.My issue is that I would like for the lookup for the parameter to also only show items that start with “GENPSY”, so that users don’t have to look through the entire stock item list.Is it possible to filter a parameter? This is my parameter: These are my conditions:  On the results screen, I would like for the parameter lookup to only show items that start with

On certain items we ship out and include on a Pick List, our teams will modify the description on the Shipments screen.We want this modified description to appear on the Pick List. I am bringing in the SOShipLine.TranDesc but it still shows the InventoryItem.Descr instead? In example below, we have modified the description on the Shipment screen (image A). We then Print Pick List, however the description shown remains the original description associated with the inventory item (image B) - not the description per inventory item on the Shipment. I have modified the Pick List in Report Designer so it displays SOShipLine.TranDesc (image C) - but it still doesn’t show the correct description. Image A  Image B

Has anyone come up with a good way to report on “time logged in” for a user.I think it’s a challenge with a web application like Acumatica because you aren’t really “connected”. As far as I know, Acumatica just knows the last time that you interacted with the system.There is a “timeout” feature so Acumatica must somehow maintain the last time that you interacted with the system so it can require you to login if your last interaction was too long ago according to the timeout setting in the web.config file.But I want to report on “minutes logged in” for each user.It would be cool if Acumatica tracked when it “logs you out” according to a period of inactivity, but I don’t think that’s how it works. I think it only works according to the “timeout” feature described above.Looking at the data in the Access History (SM201045) screen, I was initially thinking to count minutes between an Operation of Login and Logout, but it appe

Hello community,Does anybody know why all parameters would not show? Visible option is ticked.Thanks! 

Hi guys!I tried to add an approval widget  - both for AP invoices and Expense Claims.  But, no data is showing up in the table (screen shot of emptiness below). lol.  Do any of you know how to get this to work?  I just want something simple to know who has what to approve. Thanks!!Best,Kay Howe@tgillum29 

Hi! I have 20 item classes to classify my different types of items, to each item class I have 1-3 attributes which are different factors and values for each class according to the item type, the attributes values are only appropriate to the item class they’re assigned to but not to the others.when creating a GI for all my items and I need to add my attributes to each item, it prompts me to add a separate column for each attribute, which gets me to a total of 20 columns, while each column is only relevant to its unique assigned item class but for all other items it’ll just be empty, the same thing happens when trying to add a parameter on top to be able to filter on the attribute values it prompts me to create a unique filter for each column with his own values.I’m wondering is there is a better way of doing this, for example if I can have one column to show different attributes on each line according to that specific item, so I can minimize my GI with just adding 3 col

Hello,Ever since the new year (2023) has started, the default Customer Statement report (AR641500) is not sorting the results properly. There is an issue where it is not understanding where to put documents with a DocDate of 2023.  Here is a screenshot of the report schema (default), and an example of the bad sorting: 

Dear fellows am new in Acumatica Report designerthere is report Purchase receipt with bardcodei will add 2 more paramete 1 - i want that user select 2 ya more receipt manually2 - i want date ranagei will  add date range paramter but it not work any one help me screen shortswhen i enter receipt # its work but when i jxt enter date range its not showing datareceipt parameter  data range  filter 

Hi, we are customizing the AR674000.rpx report and in this report we need to display opening inventory and close inventory for the given date range. How can we achieve this, we are currently trying to get this value from this form given below (field values are: Beginning Qty. and Ending Qty.) 

This is my first time using the report designer tool and I want to know how to set up my pick ticket. 

Hello everyone,I would like to add the Vendor tax registration ID to the Bills and Adjustments generic inquiry. I’ve attempted to do this by adding PX.Objects.CR.Location to the tables and adding the location object and TaxRegistrationID to the data field in the results grid. When viewing the inquiry, the tax ID is there, however, it creates many lines of the same invoices. Any ideas on how to clean up this report customization? Thank you!@tgillum29 & @khowe86 

I’m currently trying to set up a generic inquiry which lists me all shipments for which a confirmation or pick list haven’t been printed yet.The hard part is that I want to keep all customer locations grouped together, while sorting by the weight of the shipment.That means that the two shipments at the end of the inquiry are supposed to be right after the first shipment with the location description “100”.In general all shipments of a location are supposed to stay “together”, but the location with the highest weight should be the top of the list. Is there any way to do this in a list like that? I attached my xml as a reference.

Hi all,I want to make a dashboard that displays the top 10 customers. What Inquiry should I use? Thanks!

his is my first time using the report designer tool and I want to know how to set up my pick ticket. 

Is there a way to have the shipment confirmation print automatically after confirm shipment has been clicked? Shipment is confirmed through mobile app and I want shipment confirmation to print as soon as that has been done. 

I am trying to add the material location ID to the production ticket form AM625000.I have added the value “AMProdMatl.LocationID“ to the materials line (AM625001), but it won’t print on the form.   Any suggestions?   

ABCHello,Somebody please help,Above here is a caption of my report details for SO. These are details of only 1 SO. In A and B, you could see that I have fields with redundant data- the same gross amt, total/item, invoice nbr, and unit price. But the [net sales] in A shows that they’re not the same inventory item, which is also shown in C, they are two totally different item. But why is my report using only the first inventory item details (except net sales)? Anyone who has an idea, p

Hello,I need to display total net of sales per generated salesperson but keep getting only one salesperson and its 1 net sales rather than total. What can I put in the value? And does putting it in the report footer causes this output?Thanks in advance!

Hi, I am currently trying to create a custom report which shows AR Payments. One of the report parameters I want to create is a From Date and a To Date parameter which lets us filter the database for payments based on the given dates. I have created the following parameter in the build schema of the report The parameter is then used to compare the date values of a DateTime column like so:  The report is saved to the server, and the parameters show up as expected however if we were to set a date in the parameter:

HiI need help to filter the customer ID for this report field to specifically only return Sales Order details for all ID’s starting with ‘N’ and ‘A’. Eg. N ALLE, A ME73Report is a standard Sales Order Details by Inventory Item used in MYOB Advanced. Screen shot attached.The field is =[SOOrder.CustomerID], so it needs to return results just for =[SOOrder.CustomerID] = ‘N’ and =[SOOrder.CustomerID] = ‘A’.Could you please advise the correct logical script to use.Thanks in advance!