Reports and Generic Inquires

Hi everybody !  By any chance, does anyone have the AR631000.rpx in the Generics Inquiry?We’d like to add the AR value to our dashboards with the age date set to a specific date. Thank you in advance,

We have created a GI and we are calculating values in the Results Grid to come up with a Percentage Complete.  Formula is (ActualAmount / RevisedAmount)*100.   This should give us a Percentage Result.However,  The Calculation results are inconsistent.For Example, the Actual Amount is 2400 and the Revised Amount is 4800.  The Percentage Result is coming back at 100.  It should be 50%.Another Example, The Actual Amount is 52716 and the Revised Amount is 138000.  The percentage Result is coming back as 76%  it should be 38%.But then in another line example the calculation is correct.  The Actual amount is 7992 and the Revised Amount is 14800 and the resulting percentage is 54% and this is correct.We can not figure out why this calculation is incorrect and inconsistent.here is the actual line in the results grid.=CInt(IIF([BudgetRevenue.CuryRevisedAmount]=0,0  , ([BudgetRevenue.CuryActualAmount])/[BudgetRevenue.CuryRevisedAmount]*100))

I upgraded my system from 25R1 to 25R2, and I have a snapshot of the old 25R1 system.In 25R1, on the Invoice and Memos screen, when I printed a report, it used the report ID from the Customer Class.Now, in the new version, it always uses the standard ‘AR641000’ and does not pick up any other report.I verified that my custom report ‘AR641001’ works correctly. It also works properly when printing from the SO Invoice screen.

I’m trying to condition a GI to only show shipments that were confirmed yesterday.Originally I was using ShipDate and was able to achieve this by using the following formula:SOShipment.ShipDate Equals =DateAdd(Today(), 'd', -1)But using the SOShipment.ConfirmedDateTime does not give me the same results (it actually gives me no results). 

Good day, I have Generic Inquiry that pulls data from Customer and Activities including email subject.  I have ten different Branches for the time being.  I am going to have more than 100 as some point.  I don’t want to create a different GI and then set them to the individual branch security roles.  The customer are set to Restrict Visibility for the customer account.  We don’t the Branch manager to see the other branch activities.  Any ideas?Thank you.Evam  

I am currently working on printing the Purchase Order in line sequence based on Sort Order instead of Line Number.I attempted to use POLine.SortOrder with ascending sorting in the report; however, the sorting does not appear to be working as expected.Could you please advise if there are any additional configurations required or if there are any limitations with using SortOrder for this purpose?Thank you in advance for your guidance. 

Hello,Curious if other folks are noticing the same issues with Acumatica Updates and Upgrades overwriting customized reports?  Historically, we haven’t had issues with this, but it appears in the newer updates and released that stock forms that have been previously tweaked/changed (i.e. the check form) are not printing correctly after updates?Thanks,Megan

Hello, I created this year over year variance report for qty sold of a stock item. As you will see in the screen shot below, the calculations in the QTY % VAR column are correct. However, the manager would like to see it as follows: Row 1 (for the 021 stock item) the % VAR shows -62.86 (round to 63). He would like to see it as 37% instead of -63%. Is there any way to accomplish this? Here is the formula used for the % VAR column: =IIf(     Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) = 0,      0,      (Sum(IIf(Year([ARTran.TranDate]) = Year(Today()), [ARTran.Qty], 0)) - Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)))      /      Sum(IIf(Year([ARTran.TranDate]) = Year(Today()) - 1, [ARTran.Qty], 0)) )*100  

Anyone know how I can format date/time field in a GI to hide seconds? (e.g. 11:42 AM instead of 11:42:06 AM)I tried function shown below in the style column but it doesn’t change anything…  

Hello,We sale our items both singularly and in master packs. I have identified and converted the qty of EA into CS (master pack). I have created a custom label that prints out master pack barcodes but am having troubles in report designer for barcode selection. Each stock item has 2 barcodes, one with the UOM of EA and one with the UOM of CS. I want this report to only show CS barcodes, so I used a filter to only show barcodes that have a CS as a UOM, but it is not displaying any data with this filter. Any ideas how to display on the barcodes with CS as the UOM?  

Here are the relevant fields [ToDate] +1 logic doesn’t work on report designer ,Any workaround.

I am having issues with number alignment in the Data Tables Widgets when using Modern UI.  All columns appear to be left aligned.  Any suggestions?

Good day,See the attached GI.  I want to set up the Navigation to open the Subject/Email associated with the subject on the Customer Activity tabs.  (Trying to avoid having to open the Customer Profile).I can get the hyperlink on the field, but it does not open the email. See example.Any ideas?  I had to publish today but I want to add this feature so the user can review the Note on the generic inquiry.Thank you.  

Hi,I couldn’t find a complete guide on how to create a GI that used Audit History, so I wanted to share my success with creating one, in case it helps someone out there looking for something similar. Our business scenario is that we would like to create a report that lists all of the changes made to suppliers’ bank accounts as a control. To do this, we created a GI that listed all the changes made to the “Account Number” field within the “Payment” tab of the AP303000 form. Note: We already had the audit history functionality enabled for the field: To do this, a join was done on the AuditHistory table and AP.Vendor tables. Because the AuditHistory table only has the “CombinedKey” field as the Key, the join required filtering out the bAccountID (first 5 characters) from the Combined Key and joining it with bAccountID from the Vendor table: Note: If you added the CombinedKey field to the GI it would come up something like this:Which if you then looked at the Audit History screen, you’d be

 ​@lauraj46 Looking for assistance with placement of the attached sub-report within the main report so that all the fields line up within the main report. Still trying to navigate all the data fields accurately, so always welcome to better ideas. I could whip this out easier in even an older version of SSRS.

I am trying to create a GI that lists invoices that need to be printed or emailed to the customer.  The list should be any invoice that doesn’t have the printed or emailed or don’t email button checked.  Basically if any of those are true then it should be pulling them on the inquiry. As you can see below, its still pulling invoices where those columns are checked. It should only be pulling invoices where none of the 3 columns for printed, emailed or don’t email are checked. Its completely ignoring all of the conditions in the last paratheses.  Where am I going wrong with the logic/format on this?  

Hi Everyone,I am trying to add a side panel that will list the details lines of the selected PO in the Commitment Tab of the Project screen, Could anyone have a clue on how to do that? 

Hello all,Can you help me in building up the logic in coloring the rows of a GI where if the Date is due in the next 2 days it should turn the row as orange.I have applied the logic as below:Date<=Today()+2, ‘orange’ where upon running the GI it throws the error for system cannot convert +2 system.int. How to resolve this?

Can I generate bulk invoices for tenants where the standard item, such as the rental fee, is already pre-filled?

I need some guidance on how to go about to create a GI on weekly FLSA reporting for OBBBA compliance purposes. Unfortunately our company does not have the payroll module included in our package so using that one is not available for us. The logic should be pretty straightforward; If EE works > 40 hours per week then take OT & DT hours X Effective rate X .50 to get qualified OT amount. If anyone has made this GI or has tips on how to achieve this it would be greatly appreciated. 

Hello, does anyone know how we can reprint EFT remittances?

Hello, I created a new form in Acumatica and I’m trying to publish it for use. I saw a guide on using the Site Map to publish it but then there are further steps that I’m not sure of. Does anyone have a 5th grade level explanation on publishing a brand new form? I saved the .RPX file so I can upload it as well.Brent

Hi Acumatica Community,We have a request from our UK users regarding mandatory EU legislation: two statements need to be added to the Commercial Invoice for two different customers. As far as I understand, these statements are not tied to the customer record nor to the customer location.What would be the most elegant way to handle this in Acumatica? Would it be feasible to implement this by creating attributes, or is there a better approach?Any guidance or best practices would be greatly appreciated.Thank you!

I have grouped the report by Type. Now I need to calculate a value in a new column that depends on data from both Type records (e.g., Type = I and Type = E). The calculation should use values from both Types within the same group and display the result. Is this achievable in an Acumatica report?

Hello Acumatica CommunityI am working on a GI for AP Aging that gets exported to Excel. The PO Number is a requirement for this GI, but there is a something causing duplicate records. Example: This is by quick filter for the Reference Number of one billIdeally, this would only be one line in this GI. Here are the GI detailsThe duplicates are only occurring with AP documents with more than 1 line items. Please advise on how I can remove the duplicate records.Thanks!