Reports and Generic Inquires

I would like to inquire whether someone could advise me on how to use an existing Generic Inquiry so that the results can be sent automatically on a daily basis to specific email addresses.I have attempted to configure this using Automation Schedules and an Email Template; however, I have not been successful.Thank you in advance for your assistance.

Does anyone perhaps have an idea how to set up a Generic Inquiry that would be sent automatically on a daily basis to specific recipients via email and would include information about Sales Orders—specifically when the ship date was changed, what the previous ship date was, what the updated ship date is, and who made the change?Please note that Audit History is enabled for Sales Orders.

Where can you find live, hands-on training for GIs and dashboards?

I have a pivot table that shows units sold and sales $. When I click the hyperlink value for units or dollars, I get an error message saying ‘Invalid Column Name’ and it then references one of the columns in my data source - which is a Generic Inquiry.What I’m trying to see is if I can customize where these hyperlinks link to - and create my own drilldown tab. I’ve looked around on this community and prior questions like this have either no answer or mentioned you can’t customize the hyperlinks.Hoping things have changed since and maybe there’s a solution?thanks all!Joseph

Hi there, For any GI results page like the stock Sales Order screen (SO3010PL), why do some fields allow you to filter by checking or unchecking specific values like the Status column does……while other fields like Order Type only list generic operators and prompt you for a filter value?What determines this distinction? Is this something that is editable such that we could make the Order Type field filterable in the same way as the Status field is? Thanks! Jon HunsickerJones School Supply

I’m trying to pull one character out of the PMProject.ContractCD field in Report Designer.  Using this expression...=Substring(CStr([PMProject.ContractCD]), 5, 1)...a “0” is always shown no matter what number is in the numeric 8 position field.  This expression DOES work in a GI, however, and pulls the correct digit.  How can I get this to work in Report Designer?   

I have this GI that is looking at SO Lines. I am wanting to restrict which SO Line is showed based on the site ID. I heard (correct me if I am wrong) that if I can filter via the relations table, the GI can run faster (vs using the conditions tab or creating filters in the user facing GI). But I can’t seem to make it work. I’ve tried every variation I know (hence lines 2 and 3 are different in the child field. If creating this filter in the conditions tab will the direction I should go, then I don’t even need to link the SOLine and INSite tables.

Hi Team,We are experiencing an issue with the AR (Sales) Invoice Report. Whenever there is more than one tax, the total is not displayed. Please see the screenshots belowAs shown in the image below, when only GST is applied, the total is displayed correctly. However, if another tax is added, the total is not shown.Note: The taxes are coming from a sub-report.Could anyone please assist with this?

Hello, I am building a report to information on Qty needed for WO. Everything looks good when i join inventoryitem and Insitestatus. i wanted to get material uasage from AMMTran. the moment i join that all my totals begins to increase to a high figure that is impossible. 

I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?

Hi, I’m trying to create a current time with =Now() and =NowUTC() for the UK time zone but GI gives me the same result for both functions. system not calculate daylight savings.I ran the GI at 11.40 am local time but GI gave 10.40 am for both =Now() and =NowUTC(). Please help to fix this.Thank you.Desh

I’m trying to pull in the date and time a Sales Order was created for some metrics for my shipping department.  They have a cutoff time, where and order entered before the cut off time should be shipped same day.  When I look at the SOOrder table, it looks like I should be able to use SOORder.CreatedDateTime, but in the GI, I only see the date, not the time.  Is there a way to make the time exposed.  And maybe even better, a way to split the date and time?

I am building a GI to track OutOfStocks from sales orders, but have gotten stumped on the inclusion of the sales order pop-up notes. (We track our OOS via notes, since the backordered SKUs get removed from shipment and then cleared out so the backorder status etc is not able to be tracked for just those SKU as it gets completed still.) It seemed like I only need PX.Objects.SO.SOOrder + PX.Data.Note, but when I access those note text fields it is not correct. When I use “inspect element” it doesn’t work on the open popup, only clicking the note symbol which only gives me “NoteShow”  Per the screencap above, I’m trying to get “OOS 183889” to show in the GI, but I can’t seem to target THAT note field.Note.NoteText pulled in the origin sales order notes from the external system and/or AP, not the notes in the pop-up record in Acumatica.Note.NotePopupText found no text to display, even though I can clearly see them on the sales order.Is this the wrong table? Here are my settings: Thank you

I have created a Daily Order Entry report to compare January 2025 and January 2026 side by side.My requirement is to group the data only by Day (1–31) and combine both years into a single row per day.In the report I have attached when I apply the year filter then in 2025 section I am getting the 2026 records as well and vice versa for 2026I have already: Updated the grouping conditions Modified the date field formulas Adjusted sorting Has anyone faced this issue? What is the correct way to group by day only and compare two years side by side without getting duplicate rows?I am attaching the screenshot and report file for reference.Thanks.

Hello everyone,i would like to link a subreport to the invoice document.This subreport is intended to display activities that fall within the date range defined by two custom fields on the invoice screen (a start date and an end date).Without applying the date filters, the subreport correctly displays all activities. However, as soon as the date parameters (FromDate / ToDate) are applied, the subreport returns no results, even though there are activities within the date range defined by the custom fields.I have attached some screenshots to illustrate the issue. Could someone help me identify the cause of this problem?Thank you in advance for your assistance.Best regards,PanteaInvoice-Screen:Hauptreport: Subreport-Parameter: Subreport-Filter: subreport in Invoice without Date Filter:subreport in Invoice with Date Filter: 

every single page on the DAC browser errors out with this. I’ve logged out, I’ve tried firefox, chrome, and edge. What’s up with acu’s websites lately? yesterday i was getting admin denial errors on the resources log in page; today this.  Is there something i could have possibly have turned off by mistake?

Hi, I have a problem when opening a report and creating a new report, Maybe someone knows why?I am using report designer version 17and acumatica version 2024 R2 

Hi, A client is looking to have a side panel on the inventory screen that shows the customers who purchased the item They do not want to see every invoice but a total quantity.  That is very doable with a grouping by Item & Customer.They also want to see last purchase information, the Quantity & the Unit Price & Date of Sale.  When I do the grouping the Quantity & Unit Price total. The Date Of the last sale is correct but I can’t get the quantity & unit price to show for the associated last purchase.Any help is appreciated.Bill 

Hello,I had a salesperson come to me and ask if I can make sure that the lines in her Project Quote match the lines that are printed in the report. I see for sales orders , SOLine.SortOrder can be used. However PMQuote.SortOrder doesn’t look to exist. Has anyone sorted the lines on a Project Quote?Thank You,Brent

We just realized that our SOOrder CreatedOn is giving us issues when we make the date today and OrderType SO.The number of records shows in the soorder field is not the number of records that it pulls in to excel sheet. When the OrderType is SO and CreatedOn is today. The records say 27 but ones I pull it to excel it gives me 24 rows. In excel 4 of my rows are missing.Also, the OrderTotal in sum up to $128,992.65, but in excel it sums up to be $51,072.68What could be the problem? This is GI 

Does anyone have a report suggestion for getting invoiced and entered orders within the same report (attached) without having to rebuild all the structure.

Hi Everyone, I am trying to create a GI that will breakdown the “Actual Amount” of the material account group on the Balance Tab of the projects’ profile, since I noticed the actual amount includes the cost consumed after LC adjustments or any form of adjustment after the PO receipt/INreceipt, Anyone with any idea on how I can achieve this?

Our financial officer requested a GI/report that allows him to see the amount of money we spent on goods for each month for each branch. I have gone around and around with APPayment, APTran, and APInvoice tables and I haven’t been able to find a way that allows me to getPayment Date (when the check was printed), Payment amount, which inventory items this payment was associated with (I was using the APTran table for this), and Branch (based on the APTran table)It seems like the inventory ID dissapears as soon as a payment has a closed status. I need the inventory ID in order to filter out which items are not goods or cost of good inventory items. Unless there is another approach that I am not utilizing. 

I checked the data for the date I filtered, and it has records. However, when I try to filter by parameter, nothing shows up.

We have several companies in one tenant, and we want to send batch payment remittances to different suppliers across these companies. Each company should have its own email template and sender. I tried overriding the Mailing settings for one supplier, but it didn’t work. Is it possible to send remittance email to multiple supplier with different email templates all-in-one go, and how can we set this up?