Introducing Acumatica Cloud ERP: 2026R1
Reports, GIs, Dashboards, Pivots
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I have published Generic Inquiry that functions as designed. All is well except there is a request to be able to print the results. Can you make a generic inquiry printable without first exporting to EXCEL? Thanks!
Hi All,I got issues every time we publish a project on Customization Project, my customized GI will disappear from the workspace (even though I added it into Site Map & Workspace). In this case, we usually go to access right and grand permission again and then it will appear on the workspace.Like Report Designer, we lost the previous version of the report after publishing the customization project. Currently, we save the newest version in another storage and upload that version again after publishing.I guess there is something wrong with my step but don't know.Thank you for your advice in advance.
Hi all,I have already added parameter filter date but it does not work. I filter the creation date of that GL based on field Batch.CreateDateTime as below.Pls advise me if I misunderstand sth.Thanks in advanced.
I am trying to build a GI using the INItemSite table to display the InventoryID and the MinQty designated for each warehouse. I’m trying to use the following formula to limit to the MinQty from a specific warehouse and will duplicate several times for each warehouse (grouping the results by InventoryID):=IIf([INItemSite.SiteID]='Warehouse-01',[INItemSite.MinQty],0)However, when I try to view the results I receive the following error message:Conversion failed when converting the varchar value 'Warehouse-01' to data type int. Anyone have any suggestions around this? I would imagine this error means the INItemSite.SiteID field does not actually contain the text data but is actually a numeric value assigned to that SiteID, but I can’t figure out how to fix this GI. Seems fairly straightforward.
Hi,Is there anyway on this screen to not make lot/serial nbr mandatory? we like all the information on this inquiry but would like to see all items and make it so the cost can include landed cost. or does anyone know of a GI similar to this that can show that information?
Hi I'm trying to print a report where the main report has a sub report , which might have a single page or multiple pages I want to print each page separately. but the report is continuing or mixing with the previous page.I tried adding in details section but it is not working. it repeating every page twice.this is the first page this is page 1the 2nd page needs to come in new page this is the sub report and it’s behavior
Hi, A client is using the Production Edition. The Sales Order lines can be tied to different production orders. We are trying to get the earliest start date of the production tickets and print it in the header of the Sales Order. I created a subreport that prints the Min ( AMProdItem.StartDate) correctly. I even have it set as a variable that prints $EDate = Min ( AMProdItem.StartDate). These are both printing correctly in the subreport. My question is how do I / or can I get the $EDate to be returned? When I set the Value as =$subReport1_EDate, I get a zero that prints. Or is there a better way to get the earliest start date from multiple production to print on the Sales Order.Thank you, Bill
I have a GI that shows Serial #s for a particular Inventory ID that have a QtyAvail greater than zero. I am using the INLotSerialStatus table. In v2021R1, whenever I allocated a serial # for this Inventory ID on a Sales Order, it would update QtyAvail from one to zero, hence making that Serial # disappear from my GI result. After upgrading to 2022R2, the QtyAvail field in the INLotSerialStatus table is no longer updated upon SO Allocation. I cannot figure out which table gets updated upon SO Allocation for a Serial #.
HiAny idea why my report designer is giving an error after power outage, does not download any report from acumatica and when try to open from server or save to server this is the errorThanksVivian
Hi there,My purpose is know in the end of period how many good in transit I have so I have already created a new GI to show quantity in transit but the system does not understand which transfer has received but only understands which receipt has the transfer.Example here I dont want to show transferNbr 1037 which have receipt. Pls advice me if you have any idea.Thanks in advanced.
anybody who knows what is the reason why the release button is missing.
HiI Need Help in this Non-existent column the data is not fetching in the GI In the Sql query i need to marge the those two columns in single column how to use in the GI
Hi all,what do I put in my filter condition to get the results of task created by this createdbyID?Say I only have this CRActivity table, I have nothing in relationships or parameters.Thank you!
I have a Generic Inquiry that pulls Customer Sales by Sales Area. The inquiry is working fine and I have an associated Pivot table that shows the Customer Name, Customer Number, and the Order Totals by Posting Period. What I would like to do is be able to link either the Customer Name, and / or the Customer Number so allow the user to do a Drill Down on that specific customer. I’ve been unable to find any information on how to do this or if it can be done.Thank you for any assistance.
we have scheduled a report template to email it to user, but facing a problem where system is still printing and sending blank report if there are no records, so how we can stop it ?
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?
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