Reports and Generic Inquires

Hi,I have spent a fair amount of time testing how  a DAC referencing a view in the database works, specifically around a second independent BQL statement on the view not behaving as you might expect.  To demonstrate the issue as clearly as possible I have created a simple, abstract test case running on a local instance.I have a view: And, the test case attempts to run 2 BQL statements returning one or more of the following records: There is a DAC that references the view: And, here is the Test method that runs the 2

I am new to Acumatica (about 2 months on the3 system) and am having issues try to fund the corrent date fields to use in my Generic Inquiries.Is there a document that explains what each date field in each table is used for. As an example in the SOShipment has two date first one is call CreatedDateTime and the other is called ShipDate. I am struggling to determine when these two field are updated and what each date represents.Thank you for any assistance with these date fields.    

Hi all, I have data fields i want to export on Export by Scenarios and have imported mapping as shown image, but i can't export them. Do you have any ideas?Thanks in advance

Hi all,I was in the middle of creating a Generic Inquiry. To know what is the source of the field I will add, I need to have a Customizer role for my account, so I did.But after adding Customizer role, andd going back to the Customer Screen, this error make me stucked: The Trace Error Message says:  I tried removing the Customizer role as it was before, even adding new User, but still not able to access the Customer entity. Can you please help me.. 

Dear partners and customers,Currently, we have two OData endpoints:~/odata, which is GI-based, uses the OData v3 protocol, and has been with us since the 5.1 release; it is widely adopted in various ISV solutions ~/odatav4, which is DAC-based, uses the OData v4 protocol, and was released in 2020R2.The OData v3 protocol slowly becomes obsolete in favor of OData v4. For example, some .NET client libraries stop supporting OData v3 at all, and .NET Core/.NET 5.0+ supports OData v3 only in the compatibility mode with some restrictions.Because of that, we’d like to collect feedback on the OData v3 endpoint usage (GI-based, located at ~/odata route) and ask some question on what protocol-related features you actuall

Hi all,Anyone please, is it doable that these highlighted parts disappear. I want it to appear once and the next be blank for the other items when multiple items are under the same transaction. I appreciate any help. Thanks!

Hi everyone,I want to show field currency rate in report designer but I dont know how to do that? If you have any idea, pls advice me.Thanks in advanced.

Hello， I wrote a GI for our company to hightlight the lines using the below formula： =IIF([ARTran.Qty]>[INSiteStatus.QtyOnHand],'orange40','default') It works OK. However, you see, we are having 36 pages,And if the management team would like to view the on hand qty below period usage qty lines,he have to click 35 times to view all pages.Is there a way to filter out the lines by the highlight colors? I am thinking out add a new column with value : [ARTran.Qty]-[INSiteStatus.QtyOnHand]However [ARTran.Qty] should by SUMwhile [INSiteStatus.QtyOnHand] is by AVGThis column won’t get the expected result.Any suggestions?

When printing multiple Production Orders (using Print Production Orders process), I want to be able to sort all the orders by the Workcenter in which they start. The reason is so production orders can be distributed to each work center without manually sorting. The default is to sort by Production Order ID.  I am playing with the sort properties but not having much luck: I have tried to change the property from [AMProdItem.ProdOrdID] to AMProdOper.WcID:I’m not having any luck the sort order remains the same sorting by ProdOrderID. Any help is much appreciated. thank you

Hi, To the Shipment PL, SO3020PL, I added the table SOOrderShipment, Joined from SOShipment via the Shipmemt.NoteID to the SOOrderShipment.ShipmentNoteIDI am trying to get the Sales Order Number. This is working great for all but 1 user. That user cannot see the column. The user can access Sales Orders & Shipments. They have the Administrator Role. I tried doing a reset to default Configuration I log in as that user & can customize the GI & can see the table/ join & field on the Results Grid. But when I view the GI , as them, the field does not display. It is also not listed in the Column Configurator.There are no errors in the trace. TIA, Bill

How do I add a hyphen in Report Designer between 2 fields. Trying to end up with this;  Address - Number. +IIf([ShippingAddress.AddressLine1]<>null,[ShippingAddress.AddressLine1]+ - +[POOrder.OrderNbr]+'{br}','')

Hi,I wanted to get sum of all values in CASplit.CuryAmt field to display the Total Amount.these are the two tables that I wanted to get the line detail values.CASplit CAAdjAnd this is the new join I put to get the line detail values.  And this is the condition to get the Total Amount=Sum ( [CASplit.CuryTranAmt] )  But when I run the report, it duplicates all the value details in CASplit.CuryTranAmt field and added to the Total Amount.Does anyone know what causes this issue and how to fix it? Thank you.

Hi everyone,I have a question with Purchase Order that the order of the rows is reversed, I want the lines to be printed in the order they were entered. I use the print version of the system and have not edited anything.Pls advice me if you have any idea.Thanks in advanced.

Is there a way for us to create a generic inquiry, for this two table. Currently my project on the company is to set an approval map on the Sales Quotes based on the total amounts, and when printing the quote, the Approver name and their E Signature will be shown on the report. I want to use the subreport to get the approver name on the main report on the sales quotes. But my problem is how can i get the E Signature to be shown on the report.   

A debit adjustment that was created from an invoice was applied to the wrong invoice, how can I unapply it or move it from one invoice to the correct one after it has been released?

Hi! I’m new to using Acumatica Report Designer and I still don’t get where I should put table headers for example. In this picture, the highlighted part is what I want to be my first set of columns (and I need three sets of columns). Then I encircled this columns’ respective contents. Where do I put them? I tried to put it in the detail section, then tried putting my next set of columns in another page header section and tried changing places too but I can’t get what I want. I want my first set of columns to list down all contents before showing me next page (2nd set of columns) then next page again (3rd set of columns). I don’t even know if I’m making sense to anyone right now. Thanks for your help! 

I have a client that needs the Credit memo background color to be the same as the AR invoice, blue not red on the 641000 reports. Please advise. I appreciate any assistance. Thank you,Barbie

I feel like I should know this but, does anyone know in which table the Avalara Taxes are stored?  I know that the ARTaxTran does not actually store the taxes generated from Avalara, even though they appear in the Taxes Tab on the AR Invoice.  Does anyone know where this data is stored in the DAC layer, if anywhere?

Hey all,I’m working on the Production Ticket with Barcode report. I have added SOLine.NoteText but it is showing up empty despite the note on the line item having text in it. Any solutions?

Is there a way to combine qty on hand from multiple warehouse’s to come up with a total qty available in a GI? We have a use case where we want to look at two warehouses as a whole. (I know I could create a location as well but that would require a lot of inventory shifting.) 

Hi there! We are trying to clean-up who has access rights on each screen based on their access role. We have a couple generic inquiries that are for email notifications and I’m curious what would be a good role for those notifications (without restricting access to the current email recipients). Additionally, if the access rights should be set to Not Set, Revoked, View Only, Edit, Insert or Delete. An example would be like the image below. ACU will send out an email notification if an expense claim has been rejected. Which access role and access right, would be appropriate to assign in this scenario?  

Hey all,I’ve been working on the production order performance report for about two weeks now and am nearing completion with it My current issue is that it is printing separate line items for each inventory ID within a work order, when I would rather it sum the line items into a general work order. How do I achieve this?Thank you!

Hello,I am trying to create a report using the Vendor table, I was wondering why my attribute is not populating. I can locate the attribute name within the table and know information is populated, but when I select that data field, everything is showing up blank. ​​​​​​Some screenshots below:1 - Screenshot of GI results grid2 - Screenshot of attribute profileThank you,KT

Hi, I am trying to customize the standard report CA Register Detailed (CA624500.rpx). I am trying to get the line details in Transaction Details tab of the Transactions form (CA304000) to the report. I have used the following join but it results in duplicates. Please let me know how I can avoid that.Thank you. 

We have a custom report based on the Invoices form where data needs to be picked to the report footer to show a summary of the line items. The Inventory ID field has an Attribute called HSCODE in the Inventory Form (there are 4-5 fixed HSCODES)Based on this information if the line items of the invoices have the same HSCODE for different inventory items, we should cumulate their totals, but if the separate lines have different UOMs we should show that as well. What would be the best approach to achieve this result? The expected result would be something like this in the footer section.