Reports and Generic Inquires

The system names all the PDF’s ARInvoiceINV.pdf for the Invoice report AR641000. Has anybody tried to change this to include the invoice number in the report? Or does anybody know if this is possible. For example, can we change it to ARInvoice12345? Or something like that….

Hi all,I am struggling with a report filter, when I attempt the below filter I am only receiving about 20 results and the GI has 370. Any suggestions? Thank you,Kage

@Irina or someone, I am looking for advise/KB articles or anything else that can help me determine why a report is running so slow.  I know it could be the joins, subreports etc but I am hoping for someone to point out the typical culprits.My report takes about a minute + to run, has two subreports and only a few tables that are joined as recommended.  Any assistance would be greatly appreciated. 

Hello all,I am attempting to add a salesmen parameter to my AR Aging report so I can run that report as it is relevant to each salesman. I have attempted to add a parameter, however it still returns all invoices, and not just the invoices based on the salesmen entered into the parameter. Here is how it is currently set up -As stated, the report returns all invoices regardless on the salesperson ID entered into the parameter. Thanks all!

Hi, In the Result Grid Tab, when i add a column and I set it to the attribute, it show the Attribute description by default. How to show the Attibute Value ID instead of the Description?I already tried a lot of workaround like Attibute.Value without any succes.I don’t want to use “schema field” because i will need to put this in formula .My starting point is from the Non stock list PX.Objects.IN.InventoryItemThanks  

New InvoiceI created above Commercial Invoice report by using the ar641000.rpx.Below screenshot shows the relevant parameter and filters used for this invoice report.Used Parameters  Used FiltersBut when passing the reference number as the report parameters to generate this Commercial Invoice Reports, the Balanced status type Invoice reference numbers not show in the “Select-reference number” list. Please check the below screenshots.Sales order Invoices ListStatus type Balanced Ref Numbers Not FoundBut I want to display all the reference numbers in the Sales Order Invoices in the section of report parameters “SELECT-Reference Number” . So please give me some guidance to overcome this issue. Thank you.

Hello,I have this long error message upon accessing server in report designer (opening from folder is okay, but opening from server or saving to server gets an error).Does anybody know how to resolve this? I cannot use Report Designer for sometime now. Please help.Thank you in advance! See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box.************** Exception Text **************System.Xml.XmlException: Root element is missing.   at System.Xml.XmlTextReaderImpl.Throw(Exception e)   at System.Xml.XmlTextReaderImpl.ParseDocumentContent()   at System.Xml.XmlTextReaderImpl.Read()   at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader reader, Boolean preserveWhitespace)   at System.Xml.XmlDocument.Load(XmlReader reader)   at System.Xml.XmlDocument.Load(String filename)   at PX.Reports.Design.ControlHelper.GetDataFromConfigFile(String filename, List`1 logins, List`1 urls)   at PX.Reports.Design.ControlHelper.ReadConnectionHistoryFro

Hopefully a simple question and answer. When we click the magnifying glass in the Item field of the Sales Profitability Analysis Detailed Generic Inquiry it only displays Nonstock items. If we enter an Inventory ID (Sku) directly into the Item field it show “No results found If we leave the Item field (TAB, Mouse into another field, press <Enter>) the actual item shows in the item field and the GI displays the analysis for that itemIf we click on the magnifying glass in the Item field it only show our  NONSTOCK items.If we enter a finish goods Inventory ID in the the Search box the results are Nothing has been found for “<Inventory ID>’ I have looked through the GI and don’t see any place where the Inventory ID is limited to NONSTOCK items. Has anyone else run into this or know how to correct it?Thank you!

I have a GI that has several calculated fields. I need to take the qty on hand from one Warehouse and add it to the qty on hand form another to show total qty on hand.I tried grouping by inventory ID however this causes issues in my calculated fields.Example Error: “Column 'INSiteStatus.QtySOBackOrdered' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.”   

I have a GI that uses the Soline table. There are a couple of custom fields basically some boolean values I would like to update. Is there an easy way to add them to the mass update list?

I am looking at the Issues GI I would like for the Returns to show negatives.  Would someone be able to give me directions on how to make this work.  I am trying to balance our inventory daily and really do not want to have to export it daily and change the numbers to negatives.  This is the balancing that we are doing each day to balance.  BEGINNING INVENTORY, BAL SHEET, April 30 PLUS:  RECEIPTS PLUS/MINUS: ADJUSTMENTS PLUS/MINUS: ISSUES LESS:  COGS NET INVENTORY INVENTORY BALANCE SHEET, May 31  

Hello,I have an integration with a 3rd party EDI provider into Acumatica.I need the ability to compare the incoming EDI (derived from non-standard Acumatica tables) total amount of the EDI sales order with the Acumatica sales order total amount. Example:EDI sales order total = $50 (data stored in custom tables)Acumatica Sales Order total = $51Print this record on my new custom report because the sales order TOTALS don’t match. Discounts are involved which are causing the discrepancies I need to report. I have written a report that accurately reports the Sales Order number and the total from the EDI tables.I intend to use this as a subreport.The total is in a group footing as it sums up the individual lines of the order.This part works. I can write a main report that will accurately calculate the total of the actual Acumatica sales order.However, this too will have the order total in a footer as a subtotal.  (main report) So I have a subtotal on a group in a subreport that I want to com

We enter Quote Lines the move them to a different Sort Order. We desire to print our Quotes in Line Sort Order, not Line Order. When reviewing Line sort options in ScreenId=SO641010 I noticed only Line Number Ascending or Descending, not Line Sort Order. Is there a way to Print a Quote to be the same as the Entry screen appears after changing the Line Sort ?

I’m stumped...can anyone tell me why all my checkboxes are grayed out on my GI?  I’ve got Admin permissions on the GI and can make changes to everything except the checkboxes.  

Hi Team,I am working with 2022 R1 (build 22.106.0015 ) and I have created a custom Action button on Sales Order screen and wanted to add this button to a GI Mass Action. Is it possible to add this button as GI Mass Action, if so can you please suggest the best possible way to do that. Please find below details for reference:Action Button: public PXAction<SOOrder> CreateKit;        [PXButton(CommitChanges = true), PXUIField(DisplayName = "Create Kit", MapEnableRights = PXCacheRights.Select)]        protected virtual IEnumerable createKit(PXAdapter adapter){return adapter.Get();} I want to add the above button on below GI Mass Actions: Thank you in advance!

 Hello,I made a Custom Screen that has two Action ButtonsI want that these Action Buttons appear into my GI screen in Mass Actions but I dont know how  Both buttons have the same structure#region Actions public PXAction<USRCBVCVacations> Approve; [PXButton(CommitChanges = true, Category = "Processing")] [PXUIField(DisplayName = "Approve")] protected virtual IEnumerable approve(PXAdapter adapter) { USRCBVCVacations vacations = Vacation.Current; USRCBVCVacationsEntry graph = PXGraph.CreateInstance<USRCBVCVacationsEntry>(); PXLongOperation.StartOperation(this, delegate () { vacations.Status = Vacations.Helper.Constants.Status.Approved; graph.Vacation.Update(vacations); graph.Actions.PressSave(); }); return adapter.Get(); } #endregion 

Hi all, Is there any a way to put total row for all on top. Because it's hard to see the total right away, you have to scroll down. Thank you.

Hi all, having an issue with our Hard Goods Forecast not pulling a correct date range. This is a report which I always struggle with because there’s no apparent GI it’s tied to, and then have to poke around in Report Designer to see what’s up.Here’s the basic report:Simple enough. Set the date range to this month, run report:And it pulls all historical data.So I go poking in Report Designer and nothing looks amiss (but then again I don’t know what the heck I’m looking for): I’m thinking maybe it’s the Left joins here?I’m new to this so I’m not sure where else to look… thank you!

Hey everyone. I’m working on the Change Order report, and I’ve taken the heading from our Invoice report and brought it over. All necessary tables are joined properly, but the text prints as empty when in the Change Order report despite containing text in the Invoice report. 

Hello. Im trying to display multiple attributes (values) in one field on the report. Cant seem to make it work. Any idea?=[POLine.ProjectID] & [PMProject.AttributeProjectID]

I have a report for labels on receipt. The client will receive an amount of products and then print labels for the items. Lets say the client receives 7 items. On the label they want to print 7 labels (which works as it is dependent on the qty received). I am using this formula now =[POReceiptLine.ReceiptQty]+' '+[POReceiptLine.UOM]. On the label it is displayed as 7 pallets in this instance and there are 7 labels this formula creates 7 labels to be printed, but the client wants the labels to display as 1/7.00 pallets 2/7.00 pallets, 3/7.00 pallets etc for each of the 7 labels. Does anyone have any idea what would the right formula be to be able to do that? Thank you in advance

I have an existing GI: Opportunities Details, where I would like to display the ‘Summary’ field under the ACTIVITIES tab in the Opportunities screen. It should be able to filter where Type=’Project Mgmt’ and Created At=’most latest date’ and display the summary according to these filter. Any idea how I can create the GI? thanks  

Hi Team,I have one request from one Customer like the below for Inventory Balance Report I want to Display the CategoryID as a filter in the Report Parameter Section from the stock item screen is it possible to display it, can anyone suggest this? if above mention requirement is not possible, I need this requirement in the report I want to display the sales categoryID in a separate column we are able to display only one sales category but I have multiple Sales Categories for the Stock item, I need to display all those categories separated by ‘,’. if anybody knows these things please suggest this requirement  

I am trying to get a file id associated with an image for a stock item. I found this information on stack overflow that states that you can link these tables for the entity table and the UploadFile table through the NoteID field. However, I am not having success with this. I think this may be because Stock Items don’t have an associated note id and those are only for screens with associated documents like a sales order, but I’m not sure. I am linking these tables in this way:I’ve been able to have partial success with this, but it’s very slow and only successful for around 60% of the results. Does anyone know if there is a field that can link between PX.Objects.IN.InventoryItem and PX.SM.UploadFile?