Reports and Generic Inquires

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!  

Good day Team, I have a customatization that allows me to set the Bill Description from the new APPrintCheckDetailWithAdjdDoc.DocDesc, and is working as expetec, the issue, is that when there is no data the results is a zero, i have tried to use the iif statment when the Variable $DocDesc00 with valueExpr =IIF($LineNbr = 0, [APPrintCheckDetailWithAdjdDoc.DocDesc], $DocDesc00), will provide the correct value, but when the line is empty, the value is 0, if I do a IIF statement the report errors out, i have use this statement on the VisibleExpr field, but not working. Any ideas how to solved this?

In our receiving department we print out receiving labels for ingredients used in production. We normally receive Cases, Pallets, Bags….etc. and we generate an inventory bar coed label to apply to the container. On the Purchase Receipt I have 1 line item on the PO for 4.44 kg. The product is delivered in 5 separate containers 4 - 1 kg and 1 - .44 kg. I select the Line Detail in the Purchase Receipt and add my 5 containers with the lot code and quantity of each. The current bar code Inventory Label is printing from the PO Receipt Line quantity, (ex. 4.44 kg of product) How do I set this up to print a label for each line in the Line Details screen in Report Designer? See image. 

I a working on a Dashboard and one of the items the user want to see is a comparison of items sold, in a date range. The user wants to see the results in a doughnut chart. There are three items that will figure into this chart, the quantity sold of two of the items needs to be added together and displayed as one of the elements in the doughnut chart.As an example lets same the three items are Light Blue widget, Dark Blue widget, and Red Widget.We want to combine the quantity sold of the Light Blue and Dark Blue together and show that as one element of the doughnut chart, and the Red Widget total sold would be the second element of the doughnut chart.My question is, how do I total the two Blue widgets together in the Generic Inquiry  

​Hi all,I have this Sales Invoice print preview in Acumatica.when exporting it to excel while in ‘Auto’ excel model in report designer, it looks like this. These boxed amounts should have been in the lower right corner cos there should be a long gap between.I want to set a default format when exporting Sales Invoice to excel that will place the details exactly where their position in Acumatica preview is. I know that I can set the excel mode to ‘Manual’ to specify the column, row, height and width. But when putting excel height and width, I’m getting error. What is the correct way I can get the desired result?Thank you!

I’m currently modifying this report. Regarding to this report there is a custom table called APPromaItemList in my instance which contains the sales order details along with the proforma invoice details. Bellow screenshot depicts the modifying invoice report.Modifying Invoice Report000010 is the corresponding sales order number for the above invoice report number 000004. Please check the below screenshot.By this sales order number 000010 I'm generating a sub report of this APProformaItemList table to obtain the ProForma Invoice number. But when generating this the same Proforma Invoice Number is printing 4 times as shown in the above screenshot. It is not what I expected. I need only to print it once. So to overcome this issue ,I grouped by using the Reference Number in the APProforma as shown in the below screenshot.Screenshot of group byBut it was not success. So, to overcome this issue please give me some guidance. Thank you.     

Hello, I am currently putting together a GI that will provide inventory on hand values on a specific date. With this, I had added the InTran table to acquire the InTran.TranDate values for the Parameters tab. With the addition of the InTran table, I am now getting a large number of duplicate values from the GI. I assume the reason is join related, but I am having trouble getting these duplicates removed. Any assistance would be appreciated! Results Joins 

Hello, does anyone have an inquiry that lists bills and the payments applied to the bills? I am having trouble with my inquiry. The joins seem find but not all results are populating.   

We have a GI with a calculated date field that returns no results when we apply a quick date filter to it.   Any suggestions on how to get the filter to work? Thank you! 

I created a new report and added it to work space. But I can not the pass the parameter to the report. Please check the below screenshot. Can you please give me a solution to fix this issue? Thank you. Below screenshots depicts some preparation details regarding to my new custom report.My custom reportPassed parameterSet Filter 

We added the trackingurl we receive from Easypost onto a shipment confirmation document.  This prints as a link perfectly when we have just one box.  If the shipment has two boxes, I cannot get this to print at all.  I’m thinking it may be how the table joins are setup, and we’ve tried several variations with the same results.Any suggestions will be greatly apprecaited.