Reports and Generic Inquires

Hi, I need the detail section to print by invoice due date:Due in the next 7 days print firstDue over 7 days print secondAnything already overdue print last. I have created 3 detail sections and for each section have added a visible expression:=([ARInvoice.Status] = 'N') And (DateDiff('d', Today(),[ARInvoice.DueDate]) > '0' And DateDiff('d', Today(),[ARInvoice.DueDate]) < '8') =([ARInvoice.Status] = 'N') And (DateDiff('d', Today(),[ARInvoice.DueDate]) > '7') =([ARInvoice.Status] = 'N') And (DateDiff('d', Today(),[ARInvoice.DueDate]) <= '0') however when I run the report it prints in the wrong order  I have also tried to do this as a group with the same result using a nested IIF statement and only 1 detail section.=IIf( DateDiff('d', Today(),[ARInvoice.DueDate]) > '0' And DateDiff('d', Today(),[ARInvoice.DueDate]) < '8', [ARInvoice.DueDate],IIf (DateDiff('d', Today(),[ARInvoice.DueDate]) > '7',[ARInvoice.DueDate],IIf (DateDiff('d', Today(),[ARInvoice.DueDate]) <=

Hello,how do I relate these three: CRActivity, Users, EPEmployee? Thanks!I want to filter by the ownerid 

The data table widget is displaying one column as a link. How do I change this so it is just a description? There is no navigation selected for the field on the GI, and on the results of the GI, the column does not show as a link.GI result:Dashboard result: 

When working with the inventory items GI with conditions set to only show items within a specific item class, is it possible to control the search screen that appears in the parameter field to show only relevant items within a specific item class? 

Hi All,I have updated the Pick List SO644000 to include Component item to show when a kit is shown. Issue here is Kit item is listed as many time as there are component items. I try to think of relationship in the parameter but I can not figure out what is causing this issue. Ultimately I would want the kit item shown once and then all the component items will listed below the ONE kit item. I have attached the report file for reference. If anyone have an idea please share the information so I can look into it. Kind regards,Calvin 

I have SO that need to be filled immediately and SO to be fulfilled at a later date, when checking stock status reports it shows the stock levels based on all sales orders.I want to see my current demand and future demand separately, so that I can see at a glance if my inventory level is sufficient to fill current demand orders and not get confused by future demand orders.Is there a solution how to do it?

Hi all, I am trying to create a generic inquiry to report total email activity by sales report. The GI will be used for Dashboard widgets.  What I have found, sales reps will sometimes use activity type “Email Response” if the Outlook addon isn’t working properly. The GI I am currently using based on the CRSMEmail table and doesn’t capture CRActivity data. I am having problems linking CRSMEmail and CRActivity where CRActivty.Type=’R’ (Email Response). Any help would be appreciated. Thanks,Ehren  

I’m working with a GI of all my items and want to have different columns showing up for each item class, Ideally I would like to work with one GI and create advanced filters for each item class so they will appear in different tabs and create a different view for each tab, but it seems they all have to be the same view.is there anyway to have more than one view from the same generic inquiry instead of having to create multiple GI reports for each view I need? 

Does anyone know how to make the project address change on a project quote when the main address in the system is changed by overriding it on the quote? My current expression in Report Designer looks like this”=IIf([CRShippingAddress.AddressLine1]<> null, [CRShippingAddress.AddressLine1] + '{br}', '')+IIf([CRShippingAddress.AddressLine2]<>null,[CRShippingAddress.AddressLine2] + '{br}','')+IIf([CRShippingAddress.AddressLine3]<> null,[CRShippingAddress.AddressLine3] + '{br}','')+IIf([CRShippingAddress.City]<>null, [CRShippingAddress.City],'')+IIf([CRShippingAddress.City]<>null And [CRShippingAddress.State]<>null, ', ', '')+IIf([CRShippingAddress.State]<>null,[CRShippingAddress.State],'')+IIf([CRShippingAddress.PostalCode]<>null And [CRShippingAddress.State]<>null, ', ', ' ')+IIf([CRShippingAddress.PostalCode]<>null,[CRShippingAddress.PostalCode]+ '{br}','')When we override that address in the project quote, it does not change it

Is there a way to have these reports show sub-totals on the screen by period or account (depending on the report) so I don’t have to manually calculate that each time?

Hi All,We recently proceeded with our 2022 R1 upgrade and some of the table connections seems to have changed. I have created a custom report that report defect. It now show duplicate lines in the detail section and I can not figure out what is causing the duplication.I have attached the report file for review. If anyone have an idea please let me know.Kind regards,Calvin 

Does anyone know why I can’t access the SystemEvent DAC in a Generic Inquiry? I can see SystemEvent in the DAC Browser:  But not in a Generic Inquiry: 

Hello,I am working on adding additional periods to the AP aging.  AP631000.rpxI can manually set the bucket within the report successfully.  However, I cannot add addtional buckets.Original pulls days from AP settings.= Payments.GetBucketNumberForAgedReport(    @AgeDate,    $DueDate,    0,    CInt([APSetup.PastDue00]),    CInt([APSetup.PastDue01]),    CInt([APSetup.PastDue02]),    False,    False) I manually set the days and this works as expected.= Payments.GetBucketNumberForAgedReport(    @AgeDate,    $DueDate,    0,    15,    30,    45,    False,    False) However, if I add another value, so I can have an additional bucket value, it fails with a trace error.= Payments.GetBucketNumberForAgedReport(    @AgeDate,    $DueDate,    0,    15,    30,    45,    60,    False,    False)It seems like “= Payments.GetBucketNumberForAgedReport” may be referencing a stored procedure or some other procedure outside of the report.Can anyone shed any light on this?Thanks for any insight!

I have a custom report with a subreport.Both the main report and the sub report have the same Style Template.The field in both reports use the same style name, size, and settings.In this case Courier New, 12px, Bold When the report prints the main report fields are in the expected font but the subreport fields do not print in that font.  Changing the values on the subreport have not affected what font appears or whether or not that font is bold. Is there are override somewhere that is forcing the subreport to print differently than designed?Does anyone have any suggestions on how to get the two reports to use the same font.Thank youDaniel FlacksApplications ServicesEvron Computer Systems Corp. 

Hello. I tried searching the forums but didn't see a specific answer to this question. So apologies in advance if this was answered already.Using 2020R2I would like to add to the Vendor Generic Inquiry, some GL account info.Ex. in the Vendor GI, I'd like to addAP Account AP Sub Expense Account Cash Discount Account (stuff from the GL Accounts tab in the Vendor Form)It appears that the tables I need to add do not populate in the "Add Related Table" in the Tables tab?Thank you in advance. 

How to print parameter start financial period in the ARM. for example when i run this report, report parameter financial period is 09-2023, then i want to print 09 as value in the column set. i’ve tried different formula, but it didn’t work. i’ve added ARM report xml file in attachment.  

I’m working on a report to calculate the physical inventory count accuracy. I’m able to calculate the total number of lines counted, and how many of those lines had variances, but I would like to display the accuracy as a % value. This requires me to do some calculations on a single line, and I can’t quite figure out how to achieve that. I have the following so far:The corresponding SQL for the required outcome is:SELECT `INPIDetail`.`PIID`, `INPIHeader`.`CountDate`, COUNT(*) AS `TotalLines`, SUM(CASE WHEN `INPIDetail`.`VarQty` = 0 THEN 0 ELSE 1 END) AS `Variances`, ROUND(((COUNT(*) - SUM(CASE WHEN `INPIDetail`.`VarQty` = 0 THEN 0 ELSE 1 END)) / COUNT(*)) * 100, 2) AS `Accuracy`FROM `INPIDetail` `INPIDetail`INNER JOIN `INPIHeader` `INPIHeader` ON `INPIHeader`.`PIID` = `INPIDetail`.`PIID` AND `INPIHeader`.`CompanyID` = `INPIDetail`.`CompanyID` WHERE `INPIDetail`.`CompanyID` = XGROUP BY `INPIDetail`.`CompanyID`, `INPIDetail`.`PIID`, `INPIHeader`.`CountDate`;As seen above, I have the SUM(

I created a GI with some advanced filters on top, however when I attach the GI as a side panel to another GI these advanced filters doesn't show up it just shows all items at once without these filters.is there anyway to have advance filters on side panels?

This is the error i get (see below)Everything was working fine yesterday and today it is saying it can’t connect. Anyone have an ideas? these excel odata pivto tables a critical to how we operate :/Any help is greatly appreciated! 

Is there any possibility of selecting or typing multiple values to the filter/picker?Requirement is to select mutiple values for the filter.  

I’m trying to set up an approval map for Sales Orders which does the following: If the Sales Order has item X on it, it requires approval from Finance.If the Sales Order does not have item X on it, it does not require approval from Finance. Seems simple enough but the issue I’m having is that when the Sales Order does not have item X on it, it gets automatically Approved which prevents you from editing it while it is in Open status. Is there a way to set this up so that I’m still able to edit while it is in Open status? Or simply not requiring approval in these cases, rather than auto approving.We have some business automation running that requires the Sales Order line level details to be editable in Open status so putting the SO back on Hold to edit further is not an option.  

I’m looking to add a parameter on my sales order GI to filter by statuses, but instead of having all the database values as an option to select from and be limited to select only one value at a time I would like to create my own values (example, Group A, Group B,) and add a condition if Group A is selected than show the orders within these statuses and vise versa, so I can quickly shift my filter between Group A and B and see the relative information.any solution how this can be accomplished?  

Hi All,I notice when I use the quick search and try to export an excel file, it only export from a certain fields while ignoring others. Example below:You can see I search for “FT” and items that contain FT in their product number or description would show.  However when I export to excel, only product number with “FT” is showing and it does not pull the item that have “FT” in description. What do I need to do in GI screen in order to enable the description field to be able to export to excel? Like what governs the field that will be export to excel?Kind regards,Calvin 

I am trying to create a generic inquiry that groups on a formula.  However I am getting the error in the following screenshot:The help file for the Generic Inquiry screen specifically states that I can add a formula so I am not sure what I am doing wrong.  Any ideas? On another note, if there is a table in Acumatica that breaks the subaccount into their segments I would much prefer to use that but I have been unable to find one.Appreciate any help that you can provide!

I set up a dashboard to view the total amount on invoices for last week. I used the @weekstart-1 and @weekend-1 for the filter. It worked fine, however I’m running into an issue on a week where the moth changes in middle of the week. i.e. March 1 was on a Wed. The filter will only include anything from March 1 till the end of the week.