Reports and Generic Inquires

On the Inventory Summary scree,, there is a field listing out total # on POs.Can this field be pulled out and displayed in a GI?

Hello,I created a Generic Inquiry which works as expected.  I can click within the headings of the 2 columns marked as “Quick Filter” and the filters work there.However, the “universal search” within the GI does not work.  All records are always returned even when I am attempting to search based on the value entered. Any thoughts on what I am missing?

Trying to pull out the TranDesc field on the SOR but seems to be pulling incorrect data. Here are some of the joins:Here are the fields I am trying to pull on the SOR:Instead I am only getting one record in my GI and is mixing up description field.Here is Results grid:Must be an issue with the joins?

I want to get a single pdf to send in to device hub, rather than sending multiple pdfs.In below screen (SO502000), I want to get the selected 3 records in to one report, before process.Acumatica Version : 22.112.0018 

Dear Team,I have created a Customized DAC. Using this DAC I have created a GI, but when i tried to use this GI in Notifcation template, it doesn’t list out the fields in the “To” field of entity list.Could you please help me on this.In my case I cannot use the Transaction screenID. Since i’m linking my Notification Template to Business Event.  Regards,Ramya

I’m trying to use the SOShipment.ConfirmedDateTime field as a condition in a GI to show all shipments that were confirmed within the past 6 hours. i.e. Between Now()-6hrs AND Now()Anyone know if this is possible?

I am trying to change move the text on my check as the font that I have on it now is off and messes up the check. How can I do this?

I did not get to many responses on by last topic, so I’ll try again for some better luck🙂.  I would like some help in creating a GI to use with a Dashboard to show Revenue vs Budget Revenue by Quarter.  I only want to show all Sales Accounts (4000s).The pop up totals in this example do not match the Actuals and Budget numbers from reports.  

Hello community,I have been trying to create a new report by copying the existing one and saving it to the server. For this:I first loaded the report from the Reports List in the Report Designer. After making the modification, I saved it with a new name. After saving it, I tried to Save it to the server. But after refreshing the instance, upon checking in the Site Map (SM200520) screen, I am not able to find the report. Kindly let me know how to achieve this. Thanks in advance.

Good day,We are experiencing an issue with the 2022R1 AR Aging report including :Cancelled invoices.   Is this a bug?  Do we need to revise the AR Aging.  Does not seem like Cancelled invoices should show up anytime no matter when we set the date for the aging report.  It has caused Accounting stress that the AR Aging includes these invoices especially for audits.Anyone run into this issue?  Can recommend a course of action.  Our VAR has put a case of ACM Support which does take time.  I would rather not have update the report until I know if this a bug or something wrong with the report and maybe get a solution from ACMYou assistance is greatly appreciated.@Evan G 

I have a Dashboard that shows a pivot table of item sales, between a Start Date and and an End Date, the pivot is sorted by total sales $ descending.The user would like to be able to export the data from the pivot table to excel.From what I have been able to find it appears the only way to do this is to click on the pivot table header and export the data from the drilldown.The problem is the underlying Generic Inquiry is used for other displays on the dashboard and when the drilldown is used the output has many more columns than the user needs or wants.Is there some other way to export the data directly from the pivot bale? 

 Acumatica allows for the attachment of one or more images on any master or transactional data record. Typically with the Report Designer when there is more than one detail record the information is printed vertically, with one row displayed in each detail section.  However you can save space and make reports prettier by printing the images horizontally.  Some typical use cases are a product catalog, or images associated with a purchase order line. One way to accomplish this is through the use of subreports, however creating and maintaining multiple subreports can be awkward.A more streamlined way to do this is using variables.  Note that in order for this trick to work you do have limit the number of images per record to some fixed number.  In this example I’ve limited the number of images per stock item to four.First configure the schema, including the NoteDoc and UploadFile data access classes.  The UploadFile.Name field should normally be filtered to include images of a particular

On the relations tab of an opportunity, we are listing out related contacts on a file (internal employees and external contacts). I would like to pull this information out and display on a GI - but I can only seem to use CRRelation to link an OPT to a SO and not to display the required information. Here are the joins: Here are the details I am trying to pull out:My current joins are blank for the record above (there is no SO for this OPT yet).

Hello,I have a generic inquiry to display vendor notes.  It works, but the notes are displayed as one long string without any formatting.  How can I get the GI to display the notes as they appear in the standard windows? 

We are trying to get the Applications Lines to print on our invoice. (See below, 1,2,3,4) Then at the bottom will be the sum of Prepayments and Credits. Struggling to create a SWITCH formula or by Sorting and Grouping. Or should I create a subreport to handle this? Has anyone successfully created this in a report?   

I am not sure how to clean up my GIs and financial reporting. Our sales structure is that some customers have a broker that is in charge of the customer account and some that have a direct salesperson from our internal company. The brokers have our internal salespersons overseeing them since they are regional. This causes problems for our reporting because the salesperson may not be the default sp but oversees the overall account and broker. I feel that I would almost need a salesperson class type of profile to make the reports and numbers match the financials. Is there any way of organizing this data inside acumatica currently? 

We need to print the check that's directly being printed using the Process Payments/ Print Checks form (AP505000) as an external report that can be run with parameters for testing a customer requirement. How can we achieve printing of the same check (AP641000) but with our own input parameters and no automatic processing of the check?Ideally, a copy of AP641000 report but with check number parameter would be sufficient.Thank you.

Currently our company have a requirement for Cash Flow Statement for the;Current Assets - the condition is if the (Present Month > Previous Month) = ( Present Month - Previous Month) (-1) for true value , and (Present Month - Previous Month)(+1) for false value Current Liabilities - the condition is if the (Present Month  > Previous Month) = (Present Month - Previous Month)(+1) for true value, (Present Month - Previous Month)(-1) for false value The representation is just like this, the amounth type is ending balanceNow i am having a problem making the Value/ Formula on the Column with the condition regarding the inequality of the Present Month and Previous Month. Is there a way to make the condition possible work on the ARm Report?  

How can we facilitate auto-saving the check (AP641000.rpx) as a PDF as soon as the document is processed? Can it be done directly through the Acumatica Report Designer or is a customization approach to be taken?

Hello, I am fairly new to Acumatica. I have a need for Purchase order with stock items for multiple warehouses. The standard Purchase Order printed form does not seem to separate these line items for separate warehouses with their own ship to addresses. Is there a way to do this or does someone have this report already created? Thank you so much!Best regards,Adriel Negrete

Hi all,how can I solve root element missing in report designer? Thanks

Hi all, fairly new to Acumatica -- is there a way to set the default origin of a dropdown menu? We always want our FOB point to select a default instead of manually setting it. Please see screenshot. Thanks! 

Issue:  I need a formula to work one way when its to account 0500 and another way when it isn't.  I tried: 0500 ‘0500’ and “0500”, and the formula is only returning values for the false.  How to I format the expression to return the result for when its True.   = IIf( [GLTran.AccountID]= '0500', ( ([GLTran.CreditAmt] *.5) - ([GLTran.DebitAmt] ) *.5) , ([GLTran.CreditAmt] *.75) - ([GLTran.DebitAmt] ) *.75 )

We’ve recently started creating a number of reports to use for product and carton labeling.  We have not found any documentation around the Barcode Settings. Can someone point us to the reference material for the Report Designer Barcode Settings?  BarWidth, WidthRation, etc. don’t always respond in the way we would imagine.

I added a side panel to the stock items GI to show all open SO for an item, however I would like to see the open orders separately per each warehouse, I tried using the advanced filters but they doesn't work on side panels.any other solution how this can be accomplished?