Reports and Generic Inquires

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.   

how can I match debit and Credit in APV thanks a lot.  

Hello,Can somebody pls help me w/ this,Above is my formula giving me the following results:[TranDesc] + Serial Nbr (if SerialNbr is not null) [SerialNbr] (if previous TranDesc is equals to TranDesc) [TranDesc] (if LineType is Non-Stock) However, I have a problem, the highlighted part still comes out tho item has no SerialNbr. I can’t see where I’m wrong or how to add that.Thank you in advance!

Good day, After pulling some of my hair last night, I am requesting for help to add up the End Balances of any Accounts that will show up on the query of the Report,   I have tried to add a new variable $TotalEndBalance and =$EndBalance + $EndBalance, but of course did not work, and I cant find the way to accumulate the balances of each total. Thank you in advance.

Hey all! I’m building a new version of the Batch Packing Slip report, and in order to make it do what I need, I need to add the SOOrder, SOLine and SOLineSplit tables. However- once I added them, it caused the report to loop line items thousands upon thousands of times.How do I fix this? I’ve attached the report.

I created a Row & Column Set for a custom report.  I need a % of Salaries & % of Revenue to show in each column.  Below is the result.  T&B % should calculate off Salaries & % of Revenue calculates from Total Payroll Expense.    

I need to access the highlighted grouped values in one of the report. But I am not able to find a way through that. Can anyone help me here regarding this ?  

Hi, we have customized the SO641010 (Sales Order) report. We are accessing attributes from the Stock Items Screen according to the inventory item in the sales order line. There is a new requirement, that if a Sales Order is in open or closed state then these Attribute Values can't change (should be the previously set value) if that particular Stock Item's attributes are changed to a new value. How can this requirement be satisfied?The join used is attached below.

When I tried to open IN61500 in the report designer I get the following error.  We are on 2022 R1.************** Exception Text **************System.InvalidOperationException: Data at the root level is invalid. Line 1, position 1. ---> System.Xml.XmlException: Data at the root level is invalid. Line 1, position 1.   at System.Xml.XmlTextReaderImpl.Throw(Exception e)   at System.Xml.XmlTextReaderImpl.Throw(String res, String arg)   at System.Xml.XmlTextReaderImpl.ParseRootLevelWhitespace()   at System.Xml.XmlTextReaderImpl.ParseDocumentContent()   at System.Xml.XmlTextReaderImpl.Read()   at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader reader, Boolean preserveWhitespace)   at System.Xml.XmlDocument.Load(XmlReader reader)   at System.Xml.XmlDocument.Load(String filename)   at PX.Reports.Design.ReportDesignerLoader.ReadReport(IDesignerSerializationManager manager)   at PX.Reports.Design.ReportDesignerLoader.PerformLoad(IDesignerSerializationManager manager)   at System.Component

Hi all, I was just informed we still have allocated inventory from orders that were completed back in 2020. How do we ‘release’ this so we have correct inventory levels?Our inventory allocations jump from the end of 2020 to February 2023 so it looks like something happened 2 years ago that caused these allocations to become “stuck”? 

It’s helpful within a generic inquiry to be able to influence the navigation using the Navigation tab.Is there a way to similarly control the pivot table hyperlink navigation?Example:I have a derived field (OrderAndLine) used as the “Value” that we count in order to show the results in the pivot table.But there are some problems with the hyperlink that is auto-created by the pivot table. When we click on the number shown within the pivot table, a new tab called “DRILLDOWN” opens to display the drilled-down data. However, there are never any records in the DRILLDOWN tab.I can manipulate the filter within the DRILLDOWN tab and eventually show the required data, but I can’t expect an end user to do that.(I think the root cause is actually a data type issue unrelated to OrderAndLine; it appears to me to be a data type issue related to a Date vs DateTime field, but IMO not relevant for this question)It would be ideal if we could configure the navigation within the pivot table such that we c

Hi all, we’re having issues with our Bill & Adjustments excel export… it seems it’s only exporting fields based on one column (Vendor name) and not another (Description). Any ideas? You can see B&A shows 10 records, but only 6 were exported into Excel. Thanks!

Trying to enhance the AM613000 report to include our Legacy Part number on the report (this was implemented as a usr field on the InventoryItem table) It won’t let me join InventoryItem to AMMultiLevelBomData as I gather that AMMultiLevelBomData is a dynamic “table” based upon the answers to the questions on the AM413000 screen So how can I extend that to add a simple field?  I assumed it should be as simple as adding the InventoryItem table to the report and joining on the InventoryID columns, but that errors.  

Hi,Below is my formula in my Description column and next is the result.The thing here is, Linenbr 1-8 is actually one item with split 8 Serial Numbers (one is blank), that’s why at 8th line, it’s just a [TranDesc]. About the Linenbr 9, it is same inventory as the 1st but it’s another line and ext. cost. It is ok not to specify the description since its the same above and that’s what my formula dictates. My concerns are:(1) How do I display 1-8 as one Line only and (2) since the last SN is empty, I don’t need the desc to display (I know it contradicts the formula, but is there another way?)Thanks!

Hi, I am trying to add the currency symbol $ in front of the dollar numbers on forms. Is there an easier way of doing this rather than going to every dollar field & adding the format of $###,###.00 ?  

I’m curious if this is possible: Can the Pivot Table Format property use color coding?Using: Acumatica 2022 R2We have a generic inquiry whose field values are color-coded based on a string value, using the SWITCH formula. This piece is working fine.Example:=SWITCH([SOLine.InventoryID] = 'DELRETNSCCURM','yellow20', [SOLine.InventoryID] = 'DELINISCCU','orange',[SOLine.InventoryID] = 'DELREDLRRRM','green', [SOLine.InventoryID] = 'DELFNLSCRR','blue', [SOLine.InventoryID] = 'DELINISCCURM','orange20', 'default')This gives the customer some desired color-coding when they view the Inquiry on a screen.But when I create a pivot table from the inquiry, the color coding defined in the Style property of the GI disappears.It would be ideal if either:the pivot table would honor the Style property that I assigned against the field in the inquiry; orthe pivot table could respond to the Format property defined against the field in the pivot. It looks like the Pivot Table format property (according to th

Hi, I created a GI trying to get the customers that are over the days past use. I am then trying to calculate the number of days past the Credit Due days of the oldest invoice. The data is displaying the way I expected it to. My issue is that I cannot apply a GI filter on the Day Past Credit Grace Period. If I enter 120, nothing appears even though in the All records tab, there are records that meet this requirement. These are the fields that I am using for the calculations. Thank you in advance. Bill  

All, I’ve recently take on Acumatica support at my company and was told that some time back, an Acumatica update broke the @me filter in our dashboards. Then I found this:Here’s the drilldown… do I jut need to change OwnerID_description to OwnerID? from the GI results gridThanks!

I want to create a copy of a generic inquiry that exists (OOTB) within our implementation.  Acumatica 2022 R2, Build 22.205.0026.  Construction Edition.  The inquiry is within the Services module and is named “Appointment Summary.”  It has the screen ID of FS400100.  Within the Services module, the title shows under Inquiries, as you would expect.  The inquiry opens when selected and presents the expected form and results (the OOTB inquiry).  To attempt to create a copy that I can edit, I navigated to Customization, Generic Inquiry.  When I select the magnifying glass to perform a lookup of the desired title “Appointment Summary,” no such inquiry exists.  I’ve attempted using “appoint,” “app,” “FS,” “Summary,” “40.01.00,” and anything else I could think of.  I cannot find this inquiry.  I do get results in the lookup, just not containing the inquiry I’m looking for.  I have made certain my view displays every available result by enlarging the search results form or walking through each