Reports and Generic Inquires

HiWe have a Payment Voucher Report in Quick Checks Form that can be print when the Status is equal to PrintedStatus is Equal to Printedthe Payment Voucher Report But we want to print this Payment Voucher Report when the status is equal to Pending Print.When Status is Pending PrintReport is not showing correct values when the status is Pending Print.Does anyone know how to solve this issue?Thank you.

Hi All,  I have created a GI and when I try to view the generic inquiry it keeps on loading. Do you have any idea why this happens? Attached is the GI for your reference.  Appreciate any help on this.  Thank you very much.

I have created one report and it has one parameter but it does not show when i am going to its screen. Not sure what is the issue here. Visible option is also selected. My report screen looks like this. I want my text-box field there for input to run my report. Thanks.

I don’t know what I did or how I ended up with this happening but when I try to edit any generic inquiry from the Customization menu (at the top when viewing the GI results) it shows the correct configuration but the name of another GI.  Always the same GI: pp-oils to convert to template.The URL at the top shows the correct Name so if I refresh the page it shows the correct details which is a workaround but as it stands if I edit it and just hit save it will overwrite that GI and not save to the one I really want to save to.I am stumped as to why this is happening. It happened after I manually added some site map entries but I’m not sure how or why.If anyone has any ideas of how to troubleshoot this I would be very grateful, Phil

I’m trying to generate a GI connecting the InventoryItem table to the POVendor table.  I want to limit the results to only show the default vendor and vendor inventory ID assigned to each item. However, if an item has multiple vendors assigned the results will display multiple lines for that item.This “IsDefault” field does not appear to exist as a field by which I can filter the results: Does anyone know of another way to go about this?

Hi,Would anyone be able to give some guidance on if it’s possible to add the SO # to the account details screen. I noticed there is an account details GI (see screenshot). I know if you click the reference # for the IN module, it brings you to the Issues screen where you can see the SO number. I can’t figure out how to link those two tables (if that is even possible).Any guidance would be greatly appreciated.  

I would like to add the Lot/Serial Number to AR Invoice AR641000 using an IIF()Reason for using the IIF() is because I want to add a line break and ‘Serial Number: ‘ only if the the line item has a Lot/Serial Number. But it’s showing the (False) value regardless of if the item has a serial number allocated or not.iif([ARTran.LotSerialNbr]=null, '', '{br}' + 'Serial Number: '+[ARTran.LotSerialNbr]) I’m not sure what is the problem. It’s like it thinks the line has a serial number even when it does not.I am pretty sure the [ARTran.LotSerialNbr] is correct because when testing it added the correct serial number. Any ideas?

We want to set up an audit of Vendor record changes and have Acumatica notify admins if there was an address change or some remittance info update. Has anyone created a business event of a widget to track the changes? It looks like there is a limitation on creating a GI Thanks!

Hi All, We shipped the wrong quantity and the invoice is higher than it should be.  Correcting an invoice only allows me to correct the price but not the quantity invoiced.  I want to return the excess items and have the correct qty on the invoice. Is it better to cancel or correct the invoice. 

I have a user defined drop down field. I want to show the display values, not the stored variable values. When I run a GI, I get the values that my users see. When I run a report, I get the underlying variables.Here is my setup:[PXDBString(20)][PXUIField(DisplayName="Routed")][PXStringList(new string[] { "", "NA", "TD", "SR", "92", "LA", "TPS", "TPL", "TPN", "TGP", "TGS", "BD"}, new string[] { "", "N/A", "Troutdale", "92nd BLDG 3", "92nd BLDG 4",  "LA 3PL", "TP Seattle", "TP LA/LB", "TP New York", "TGR PDX", "TGR SeaTac", "Boyd 3PL"})] When I call the field UsrRouted in a GI I get the bottom string as expected (Like “Troutdale). When I call the field in the report writer, I get the field codes from the first string (Like “TD”). How do I get the display codes from the 2nd string in a report? I can make an abomination of an “IF” statement, but that’s not the right answer, because it can’t be scaled. Thanks Everyone!

Good morning,We use entry types to deduct fees and other assorted items from our deposits.  Unfortunately in the General ledger the descriptions do not flow through from the Banking module.  I would like to be able to run a report on the amounts for each entry type. General ledger for credit card fees the lines are blankHas anyone encountered this and could help a person out with getting this information?  Or has anyone modified the Account Details report to show this information?

I’m trying to create a Request for Proposal to send to vendors. I want the vendor to quote one item at 2 different quantities. Inventory ID Qty Req’d IM2300 25 IM2300 50  When I click Request for Proposal, the form merges the two lines together as though I want the vendor to provide a quote for 75 of the item.   Is there a way to get the system to keep them as separate lines so I can send one form to a vendor requesting a quote for 25 and 50? Thanks!

Is it possible in a GI to round a value DOWN to the nearest dollar? If I try using the available “Round( x, decimals)” function it will only round UP to the nearest dollar.Anyone have any workarounds for this?

Hi all, I think I’m screwing up my VisibleExpr -- If an InventoryID contains ‘SIM’, I want it to display a text field, but I think I messed up the syntax as I’m getting an error. =IIf( InStr( [AMProdItem.InventoryID], 'SIM' )<0, False ) Is there a better way to define ‘contains’ in the expression?

My company is transitioning to acumatica and we would like to add sales history to the business account from our stock item list without a sales order. A feature I would like to add to this is to do a import by scenerio to load this information. since I have a lot of information dating back to 2019-present. 

I did some changes to the standard commercial invoice and made the below report.In this case i wanted to get the customer part number corresponding to the inventory Id in the sales order. Please check the below screenshot.So I joined the InventoryItem with the INitemXref by the Inventory ID. And also i joined the INitemXref with the BAccount by the BAccountId as follows.But when doing this below “XML not well-formed” error pops out.So please give me a support to overcome this issue. Thank you.

I have created a Custom Commercial Invoice and there is a Net Weight(Kg) filed in it as follows. Commercial InvoiceCorresponding to the above invoice there a two orders in the the detail section of the Sales Orders’ Invoices tab as follows.Sales Order Invoice TabThere is only one order weight for both these items in the FREIGHT section as follows.  Freight tabIf i use the =Sum[SOFreightDetail.Weight] for get the summation as the Net Weight(Kg) the weight is getting double. Please check the below screenshot.Commercial InvoiceCan I know If there is another different Order in the DETAILS section of the Sales Order Invoice Tab and if there is different order weight for that in the FREIGHT detail section, how to get the total net weight for the above invoice without repeating the same weight?  

Hi everyone,Currently Acumatica system only shows the total quantity of Good in Transit up to date, but I need to know the quantity in previous period but I don't know how to add a date filterI thought we can filter by receipt date but it does not work Thanks in advanced

Can you use a field (such as inventory ID) with a formula of the Results grid? Attempting to add the following formula to a GI: =IIf( [POLine.InventoryID]='Solid Surface', [SOLine.CuryUnitCost]+[POOrder.CuryVatTaxableTotal], [SOLine.CuryUnitCost])  Essentially saying if the inventory ID is Solid Surface, include the PO cost to the calculation, any other lines on POs, do not include.It passes the validation but get the following error when loading the GI:  Are you able to use field within a GI like this?

I am trying to add [CarrierPluginCustomer.CarrierAccount] to the SO641010 report in report designer.Based on https://watertrucks.acumatica.com/dacBrowser/PX.Objects.CS/CarrierPluginCustomerI added the table CarrierPluginCustomer to get [CarrierPluginCustomer.CarrierAccount] Relationships:Parent Field Link Condition Child Field BAccountID Equal CustomerID    I get no errors and added the value to the report, but when testing the report on a sales order that used a Customer’s Carrier Account, it displayed nothing.We are using the EasyPost Carrier PluginAny ideas what I am missing?I attached the test rpx file as a zip for reference.

I need to be able to input a 3 decimal number (1.000) on the report page for a weight. I have set up report designer to go to 3 decimals but the input number on the report page. Is a customization required or is there another way to get 3 decimals at the input window?  

Hi everyone, I have designed a acumatica form where the user can select our products from a list, input the weight of our products manually and the report will generate a barcode comprised of the product ID and the weight. Our product IDs are 6 digits, and the barcode reader can process 8 digits, seperating the first 6 digits of product ID from the last 2 digits of product weight. How can I format the Net Weight field in the report, so that when the user inputs a single digits; for example, 7, and the program prints 07? Could someone please help me figure it out? Thanks in advance :) 

It looks like Acumatica allows us to control the pixel width of rows & columns as they appear on the screen for pivot tables.Is there also a way we can control the pixel width of the cells in which Acumatica displays the column values?In my example, we’re just displaying a single- or double-digit integer value in the “values” area; and the end users have some screen space constraints. So they want to see MORE columns in a single screen.However, when I adjust the pixel width for the Columns, it only adjusts the column headers. And when I adjust the pixel width for Values, there is no change. Ideally I’d be able to control the column width for the cells that display ‘values’. I have it set to 2 px right now and it looks exactly the same as when I set it to 200 px.The highlighted area is the one I’m trying to shrink:  And here’s where I’m attempting to control that:   Would be open to any suggestions on this.Acumatica 2022 R2Build 22.204.0019

 Hey All, I’ve been attempting to fetch the contents of this Generic Inquiry (screenshot 1) to no avail.I have the columns I require in the Generic Inquiry but not in the Webservice Endpoint.I modified the Generic Inquiry to left join SOOrder to SOShipline (screenshot 2) and was able to successfully request the two additional columns (LotSerialNbr, ExpiryDate) via the “View Inquiry” button. (screenshot 1)Attempting to retrieve the content via the Webservice endpoint has yielded no answer however. Here is my raw get request and here is the modifications i’ve made via the Webservice endpoint GUI (screenshot 3) :/SalesOrder?$expand=Shipments&$select=Shipments/InvoiceType,Shipments/InvoiceNbr,Shipments/ShippedQty,Shipments/ExpiryDate,Shipments/LotSerialNumberThe moment I modify the select statement to include Shipments/LotSerialNbr and Shipments/ExpiryDate, the shipment section returns the default state  "OrderNbr": {            "value": "015263"        },        "Shipments": [       

We have problems displaying the Power Bi widgets from the Dashboard in the browser on Iphone and Ipad. On Android it works.Does anyone know how to display the widgets without problems?Thanks!