Reports and Generic Inquires

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?  

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.