Reports and Generic Inquires

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!

Hi, we have a report with some colored fields in report writer, but if a customer is INACTIVE, we would like to highlight the field RED (first row would be the inactive customer):the layoutPretty sure I need an expression here in Report Designer, but not sure what the syntax would be -- my syntax is clearly wrong! :Dif [BAccount.Status] = INACTIVE, then MAKE RED isn’t correct:)How do I correctly express this, and does it go into Properties>VisibleExpr?Thank you so much!

I need to take the SOLine table, group the results by the SO Order Nbr, and concatenate all of the Inventory IDs from each line into a single cell. Anyone know if this is possible, and if so, how to accomplish this?

Does anyone know if there is a report or something that will give me payroll tax totals by code by employee?

Screenshot of my AP AgingAs you can see, the balance for this vendor is 0. The original check that was voided was written for $64,732.24. Everything in the Vendor details looks normal. However, I still have these 2 lines hanging out on my AP Aging. How do I fix this? 

What tables need to be added to the employee listing (Screen ID EP2030PL) so the current Position Title can be displayed as well (is this possible)?  What is the relation/link for the new table(s) that need to be added in order to get this information to be displayed on the listing?  The Position Title is located on the Employment History Tab in the employee record.  Thanks!

Hi all, I am looking for a way to add the customer price class to the customer list view. I am trying to do this so I can sort the customers based on the price class and also to quickly see what customers have what price classes. I am trying to add fields to the generic inquiry, however I cannot seem to get it to work. Here is how I currently have the GI set up (I have tried all different join types)And here is the result I am gettingThose are all the same customer. As you can see, it is just repeating the price classes for each customer.I wouldn't mind using a report that would show this, however I cannot seem to find one. I do need to be able to export it to Excel.Any help is appreciated!