Reports and Generic Inquires

Hello all,My GI for Purchase receipts is currently doubling the Qty and the Amount. I am unsure how to correct that issue. Attached is the GI in questions. Any feedback would be helpful. Thankyou

Does anyone know of a report that shows how much of something we have ordered over a large period of time? Looking to see what are most used material is and average cost we are spending on it. **Not sure if this makes a difference, but most of our orders are drop ships, so this wouldn’t be reflected through our inventory.  

I am trying to add the SOLine linked AMProdOrdID to SO641010. According to the DAC Schema Browser, this is within SOLine table. But, it’s not showing up in the available fields in report designer.Anyone have any ideas?

I have created a business event and it is working fine. Now I want to attach my custom report in the mail that is triggered by the business event. I added it as an attachment and provided the required parameters but it is not generating exact report. Some details are missing. If i generate the same report on the report screen it is working fine.  

I have attached a static form to our PO that will print with the PO on vendors that we purchase ingredients from. I created a page break on the group footer and the PO prints on the first page and the static form prints on the 2nd page but the page 1 of 1 footer in printing on the 2nd page but not the first page. And when I add multiple lines to the PO to push the PO to print on a second page Acumatioca renders 10 pages and my static form prints on several pages. I have attache images for review, and my Report Designer settings for the footers. My end goal is to print the PO first and the static form letter last, as well as adding multiple lines to push the PO to a 2nd page to only print a 2 page PO and the 3rd page is my static form. Please check out my report designer setting to see what I need to change to make this work. PO page 1 and Static form page 2Page 1 of ? should print at the bottom of every page. I do not need the page count on the static form.Top image capture of the firs

see this is my sample. total amount is 3,350,000.00. but visible expr condition row amount also add to subtotal.

Hello,I am adding a parameter to a working GI.I check the box “From Schema” on the parameter.There ARE records and values for this field and I show them on the output.If I set a default value on the parameter it works for the default.I simply cannot select a value for my parameter from the database which is the whole purpose of “From Schema”.Any thoughts? 

Does anyone have any ideas on how to add backordered items to an Invoice? These would be zero dollar lines for visibility purposes only.We have the Add Zero Lines for Items Not in Stock checkbox checked on the Sales Orders Preferences (SO101000) screen so we get the following behavior: 1. Create a Sales Order where the first 2 lines are available, but the 3rd line is not available: 2. Create a Shipment and all three lines are carried onto the Shipment, even though the 3rd line is not shipped: 3. Create an Invoice and only the first two lines are carried over. The 3rd line disappears since it didn’t ship: 

Can I know if there is a way to print data in detail section inside a grid in a report like in the below image?Expecting grid format in the report detail section 

I’m attempting to add a new Vendor via the REST API. I receive the error:DiscTakenAcctID: 'Cash Discount Account' cannot be emptyThis is a required field located under the GL Accounts tab. However, the field does not appear when getting the list of Vendors via the REST API. How should the JSON be structured to include this field when adding a new Vendor via the REST API?

I have a generic inquiry that I am using an IIF statement in the Results Grid to add and populate a column in the GI results.. The statement is as follows:=IIf( [SOInvoice.DocDesc] = 'ROLLER', '050116', ' ' )What I am running into is there have been a few time where the SOInvoice.DocDesc containers more than just “ROLLER”, it might have ROLLER - xyz. When the GI is run this field is empty if the parameter of ‘ROLLER’ isn’t exact. Is there a wildcard available in Acumatica like the * in VB?Thank you!

I am going through the S130 Data Retrieval and Analysis, second lesson. We are going through setting up the Navigation Targets and Parameters. There are three Navigation Targets, AP303000 - Vendors,AR303000 - Customers, and CR303000 - Business Accounts. The Window Mode is Side Panel for all three. Selecting any of the Navigation Targets, such as the AP303000 - Vendors, Navigation Parameters is set for AcctCD, Parameter BAccount.AcctCD has been set, Icon is the directions car (all set up in accordance with the video). When I attempt to save my work, an error pops up stating:Error: ‘NavigationScreenLineNbr’ cannot be empty.

Hi all, trying to hunt down an issue.We have this value in our Inventory Item on our Order Verification Report:=IIf([SOLine.InventoryID]<>Null, Format( '{0}: {1}', [SOLine.InventoryID],[SOLine.TranDesc]),[SOLine.TranDesc])So far so good.I duplicated it a few times as we want the item to be formatted with a different color depending on conditions. If it’s an inactive item, format red. Normal item, black. If it has a popup note, format it blue.Items usually format as they should. But I’m having occasional issues where an item with no popup note is still formatting blue. Here are the visible expressions:=[InventoryItem.NotePopupText]='' and [InventoryItem.ItemStatus]=’AC’ and [InventoryItem.ItemType]='F'=[InventoryItem.NotePopupText]<>'' and [InventoryItem.ItemStatus]=’AC’ and [InventoryItem.ItemType]='F'=[InventoryItem.ItemStatus]<>’AC’=[InventoryItem.ItemType]='N'The occasional items that format blue do not have a popup note (=’’), they are active (=’AC’) and are a fin

I made a daily "Automation Schedules" with "raise business event" type.Is it possible to execute it  only from Monday to Friday but not on Saturday and Sunday ?

In our production process, we have the following dates (simplified view):Production Start Date: Feb. 3 Build Date: Feb. 10 Production End Date: Feb.20 The build date is always 5 business days after production start date. I’m trying to build a GI that will list out these dates but I don’t seem able to create a formula that does AmProdItem.StartDate + 5 Working Days. I can do AmProdItem.StarDate + 5,but it will include weekends. Is there anyway to do this but exclude weekends? Or anyway to incorporate one of the work calendars into this calculation?

My whole entire file has been wiped from the server and I don’t know how to get back. I need my production ticket back.

Hello,This is just one item w/ multiple serial #s. What statement do I write in each column to not show if its for the same item? Specially the LineNbr. Thank you! 

Hi all How can I include both unit original cost of inventory and its unit landed cost on inventory valuation report.I tried to do it , original unit cost is being displayed but the original unit cost/adjustment is not being displayed. 

I have worked considerable time with the report designer. But this is the first time encountered this issue. I modified the AR631000 report by adding some new columns. It worked nicely in the preview. But when I'm trying to publish the report as a new version by “save report on saver” option, process is getting successful without any error. But the new version is not in the instance. Please check the below images.Saving report to saver New version not foundUser access also rechecked by me. It is also in fine status.User accessCan you please give me guidance to overcome this issue?

Hello,     I know we are having a table named “InitemsiteHistDay”, using this table is quick to calculate a warehouse daily receipt totals and shipped totals.      However, for some reasons, we would like to count the worker’s work load by receipt documents and shipment documents, Like                            Receipt Total          Shipped Total        DateWorker 1                   10                          20                      2023-5-1Worker 2                   5                             45                     2023-5-2        It would be easy if we count seperately,  like we count  the daily receipt docs in 1 inquiry And all daily shipment docs in the other inquiry.   Then we join them in a new report or excle.      Just curious, is it possible that just use 1 Generic inquiry to fulfill the need?I tried join  Receipt with Shipment  on   Receipt.Site=Shipment. site, receipt.date=shipment.date, receipt.User=Shipment.User, but it would bring duplicated data , not right.

 Hello,    We are still using 2021R2. I added an report run action to Process Orders screen(SO501000) by below method. It is almost fine. Just a little bit issue like below.It actually successfully run all reports. But it still shows “Remaining” and “Pending”, not converted to “Processed”.  Altough the top line states “Processing completed” Is this issue solved in Lastest version?    Or Can I solve it in 2021R2?

There is a custom report created by me. It contains two columns as Invoiced Date and Document date. I want to filter the report by using these date fields. First priority goes to Invoiced date. If there is no Invoiced date filtration should be happened with the Document Date. And again If there is both Invoiced date and document dates filtration should be occurred by the invoiced date. Please check the below images.Start Date, End Date parameters  1st attempt by me1st attempt result2nd attempt methodI tried it in several ways in the Filters section of the report designer. But it did not work. In the first method, filtration occurred, but the priority was on the Document date although there was an invoiced date. In the 2nd method, an error message popped up as no Invoice date field found.So can you please give me guidance to fulfill this requirement? Thank you. 

i have value feild like 1120 but i want to show like $11,250.00    but when i used  =Concat( '$',CDec(Sum([POLine.CuryExtCost])))  but it show like this 

Hi All, I have tried to link table CRActivity with field BAccountID with table BAccountID (as default of system) field  BAccountID but it’s does not work. My problem is when I leave all filter blank, the report just show customers who have task link to it, it only shows the customers with the task associated with it, the rest of the customers don't appear.One more thing I want to show type task not invoice, so I set filter as below Please advice me if you have any idea.

I’m trying to create a GI where I can see my AP Invoices with the State of the shipping address from the PO related to this invoice. However, only the remit state is coming up, I can’t get the ship-to state. I attached the XML file.