Reports and Generic Inquires

 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?

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?