Reports and Generic Inquires

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. 

Hi everyone, How to use string contains function in report designer, If I saved string list in the particular field means How can check particular string is there or not My field Name TypeofChangeField Value  = Design; Sub-con's Proposal; My question is ‘Sub-con's Proposal’ string is available or not in the particular string field  

When i use utill functions show this error, what’s the lib missing ?

Good dayI am trying to come up with a report that shows my opening stock balance for a period and the total sales made to a customer (quantity wise) and then the closing balance.Which table can I use to get the opening stock balance for a specific period?I am working in the Report designer , I have used the table “INItemSiteHist” table , it only picks one line item instead of stock from all the fields for the respective stock item.I have attached the report I am 

Hi everyone I need to clear parameter value When Change dependent parameter value, please help me to solve this issueSample ScreenshotIf I Clear first Parameter Cash Account value means I Need to Clear Ref Number Parameter also, can? please give me solution for this 

HiI have been changing a lot of native Acumatica reports and our own in Report Designer from Auto to Manual. Users don’t like to get merged columns, colors or word wrapping because it takes more time to manipulate the data how they want it, etc. Changing this setting to Manual has been great. It takes a bit of practice and work, but after you figure it out, it works! and clients are happy.When I change the setting from Auto to Manual- the grid lines don’t show anymore, any body knows how to fix this? This is what we change in order to make this happen: Example when it is set to AUTO (default):This is a Work in process report, Excel Mode set to Auto- we can see grid lines:  Because I don’t want merges, word wrapping, and unnecessary fields on the export, I change to Manual and place what I want and how I want it to export:   The result below is how I want this to export, except that I don’t have grid lines anymore: Not everyone is an excel expert, so I have told my users to select them

Hi There,I’m trying to create a field using a formula that takes GL Actuals - GL Budget. Here is my formula but its not giving me the right numbers...=IIf( ( [Account.Type] = 'I' and [glhistory.balancetype] = 'A' ), [GLHistory.CuryFinPtdCredit] - [GLHistory.CuryFinPtdDebit],0) - IIf( ( [Account.Type] = 'I' and [glhistory.balancetype] = 'B' ), [GLHistory.CuryFinPtdCredit] - [GLHistory.CuryFinPtdDebit],  0 ) I also want to nest in for account.type = ’E’ when debits and credits are reversed but was trying to get this to work first. All my other numbers are fine...just this variance field that is off.

Our system use two GL accounts for incoming payments: 120-Accounts Receivable and 260-Customer Deposits. When I run the AR Balance by GL Account report, some prepayments are reported under the 260 account even though they have posted to our ledger under 120. That means the report doesn’t match our trial balance. Has anyone else experienced this? Is there a cause and is there a correction? Thank you.An example follows.The AR Balance by GL Account report, showing the prepayment listed under GL 260: The AR Register for the highlighted transaction, showing the transaction posted to GL 120: 

I’d like to be able to create a GI that displays product Inventory IDs and their corresponding Shopify Product ID. I know that data is stored somewhere in Acumatica because it is available in the Sync History (BC301000) screen and actually hyperlinks to the product in the Shopify admin.Does anyone know what table stores this External ID data in Acumatica? And how it can be related to the InventoryItem table?

We have a generic inquiry that flags when there is a mismatch or a discrepancy between Customer Billing Information and Sales Order billing information.  We added a conditional formatting whenever SO Billing Email and Customer Billing do not match and similarly for SO Bill To Attention and Customer Bill To Attention do not match as shown below: (this works as expected)Conditional formattingRequirement: Now, we want to add a custom field/ column to this GI called Update/ Action which tells you to update when there is a discrepancy between Customer Billing Information and Sales Order billing information. (i.e. SO Billing Contact, Customer Billing Contact, SO Bill to attention, Customer bill to attention)First implementation: We created a switch statement, which partially works (only when the first condition is not met)Switch statementThere are cases when customer and sales order billing email matches but not the attention, in that case - it returns blank (when it should say update) 2nd i

Hi all,I have created a generic inquiry to show total overdue by customer.  I want to show the trend of change customer like this. I know how to draw when fin-period is one column like this. Because I want to calculate the total overdue of customer base on each invoice due date, etc. So I have no idea how to combine them to one column period. I have also attached a GI I created for this. Pls advice me if you have any idea  Thanks in advance