Reports and Generic Inquires

Can I ask what Specific role do I need to have an access to edit the account group please someone thank you.

Hi all,I’m modifying the stock Location Labels report to a format that will better fit the labels we want to use. I wasn’t smart enough to keep a print out of the original report, but it basically outputs two columns of location labels. If you haven’t seen it, think of it like this:Location 1 Location 2 Location 3 Location 4 Location 5 Location 6 Honestly I kind of hacked and slashed the report, removing all of the objects on the right side as well as adding a barcode and some other stuff, to where it only outputs one location label per page. All of my additions and changes work, except the report still behaves as if it had the second column, and when I request a range of locations it gives me the equivalent of Location 1, Location 3, Location 5, etc. If I start the range on Location 2, it will then give me Location 4, Location 6, etc.I’m sure there’s probably a simple answer here, but I have a case of Friday burnout and this is kicking my butt. Any help that can be provided w

Hi I’m trying to create a table and trying to add lines betweens the line items by styling individual textboxes with borders, the issue here is the lines are not printing continuously when the description is getting longer than 2 lines. (ex: line 5 & 6)I tried to resolve it by styling pannel but same issue repeats.Is there any better way to add lines without wasting space.  

My team wants a report to show how many emails a customer service rep responds to a day from cases created from our website’s support page, not cases a rep would create on their own.  My plan is to make a GI that has case id’s, and created by, then the emails within those cases which I can filter by rep later, but I’m having a hard time finding the relation between a case and the emails in the case. Does anyone have a good join for this?

Hello,Has anyone been able to get the Joint Payee name on the printed form “check form with Remittance” AP641000? We have everything set up in the system to allow a joint Payee name (Second column in the screenshot) we would not just like to add the joint Payee to the check form with Remittance. Thank you,KT 

I am trying to make push notification which would deliver all my open invoices with amount,balance,customerID and copy of the invoice to an endpoint. I am wondering if there is a way to add the PDF Invoice as a column to the GI that would feed the push notification.

Hi,I created a new Generic Inquiry window using Px.Objects.EP.EPEmployee, Px.Objects.EP.EPTimeCard. And set the Employee ID as a parameter without default value and not from schema.Then created a Dashboard using this GI window. Owner role: DashboardDesigner set Employee ID as a parameter without default value and not from schema.  Then designed the dashboard with widgets as below figure.  After logged as a user who is an administrative employee and run the dashboard. Initial load the employee id is filtering based on logged user’s employee id. Removed the employee id from the filter parameter box and select a new employee. But the widgets are not loading correctly. Then activate the design mode and check the widget parameters, and found the logged user employee id has been set as the default employee id.  After removing the value widgets are loading correctly, but every new session this logged user employee id is set as the widget’s parameter. Therefore, every time need to activate the

How can I add the PO # to the Bills and Adjustment generic inquiry screen?I added the related table APTRAN but then I had duplicate invoices.What would the proper “join” be to get this info?

Hi,I have created a GI. Then I added a customized field to the results grid. It works perfectly. But after some time, that Line on the results grid was automatically deleted. I added again that line to the GI. But as earlier, it will get deleted after some time.  Is there a particular reason for that? ThanksRegards 

Does anyone know how to get the day name (‘Monday’, Tuesday’) from a date?  Building a report for employee timecard tacking, but the records only have the date. Based on the given date we need to get the day. For ex: 20/02/2023 ‘Monday’   8:00h 

I am working with a report that has variable height fields in the report designer. In the pdf view it is cutting off rows. However, in the HTML view all the rows are shown. Is there any way to fix these rows that are not being shown?PDF: PDF view HTML:HTML ViewAny help is appreciated.

My client is receiving the following error when trying to connect PowerBI from excel to Acumatica.  Can anyone provide feedback on what this means? The first issue was that credentials could not be authenticated but that was solved with adding @tenant after the username. The underlying GI’s are fairly basic and do not include any calculations….it is just GL data to begin.  

I have created a Generic Inquiry that will show the Date and Time that a Sales Order was printed.I am using the SOOrderShipment.CreatedDateTime field and the following code to extract the time.=IIF(HOUR([SOOrderShipment.CreatedDateTime])<=12,PADLEFT(CSTR(HOUR([SOOrderShipment.CreatedDateTime])),2,'0')+':'+PADLEFT(CSTR(MINUTE([SOOrderShipment.CreatedDateTime])),2,'0')+ ' AM',PADLEFT(CSTR(HOUR([SOOrderShipment.CreatedDateTime])-12),2,'0')+':'+PADLEFT(CSTR(MINUTE([SOOrderShipment.CreatedDateTime])),2,'0')+ ' PM')This works as it should other than it displays the Time as UTC time. I need it to display the time for our region. We are in the US Eastern time zone (-5 hours). Thank you for any assistance. 

I want to add a generic inquiry like the Commitment Inquiry in the Projects Workspace screen-ID PM306000.Do I need to create a customization project or I can achieve this by adding a normal generic inquiry from the screen SM208000.

Hi everyone, I have a cheque report that should combine the branch logo on the top and bottom as a regular logo and a branch logo as a watermark in the center. How can I fade out just one image?  I tried changing the "BackImage" field, but it doesn't seem to work. Thank you in advance

On the Customer or Business Account screen, we use the “Account Email” field under “Additional Account Info”.I’m trying to extract this data either to a GI or Export Scenario.From what I’ve found so far, it appears to be impossible to pull this field in a GI, as the view name “DefContact” is stored in some background file. I can only pull a contact email.Any suggestions on how to access this data in a list?

Hello, The company I work for DES is upgrading their Acumatica from 2021 R1 to 2022 R2.  We currently have a Sandbox setup for testing purposes and we are having a strange issue with the Invoice form. We had NO issues WHATSOEVER on 2021 R1.  Now all of a sudden on 2022 R2 the Invoice is duplicating every line item on certain invoices that are using UPS as the shipper (best I can tell so far).  I went over the ENTIRE FORM, every join, every filter and I am 100% sure not one single thing changed in this form.  It just SOMEHOW picked up an issue with 2022 R2 and I have no idea as to WHY? I looked through almost 300 invoices trying to find a pattern to when this is occurring and out of all of the invoices I found a total of 5 that seem to be effected by the strange behavior.  This is only occurring in NEWLY CREATED Invoices as well (meaning created on the Sandbox).  Any historical invoice looks and prints properly.    Here is a picture of the issue at hand, if you look at the line items th

I have a Generic Inquiry that will display the Box Size and Qty used by month for the current year. In the Results grid I have am using SOShipment.ShipDate_Month as the Month field. The GI works fine and I have a Pivot Table that works very nicely. I’ve been asked if I could possibly add the month name (January, February etc) in stead of the month number (1,2,3...)So I modified the SOShipment.ShipDate_Month in the Result Grid as follows;=iif([SOShipment.ShipDate_Month]=1,'January',iif([SOShipment.ShipDate_Month]=2,'February',iif([SOShipment.ShipDate_Month]=3,'March',iif([SOShipment.ShipDate_Month]=4,'April',iif([SOShipment.ShipDate_Month]=5,'May',iif([SOShipment.ShipDate_Month]=6,'June',iif([SOShipment.ShipDate_Month]=7,'July',iif([SOShipment.ShipDate_Month]=8,'August',iif([SOShipment.ShipDate_Month]=9,'September',iif([SOShipment.ShipDate_Month]=10,'October',iif([SOShipment.ShipDate_Month]=11,'November',iif([SOShipment.ShipDate_Month]=12,'December','')))))))))))) When I run the GI I ge

I want to add the navigation on my custom generic inquiry to the existing Account Details GL404000. How can I set the period filter in the Account details based on the parameters of my custom inquiry which have a ToDate and FromDate as parameters.So I want to get the relevant period from my parameters to pass for Account Details

Have a Business Event to trigger on new record added to GI of Sales Orders.  The BE will trigger when a new Sales order is created via browser.  The BE does not trigger when a new order is added via sync with Shopify.  Both orders show as new records on the GI…What would be different with a new record on the GI from a shopify order vs browser order?Any thoughts ?  

Hello Everyone,I am working on a form in report designer that needs to exactly match a PDF form. I converted the PDF to PNG and brought it into my report as a picture box and it matches perfectly. However I need to add datafields on top. My question: is it possible to lay datafields on top of a picture box and get them to display? I know that I can use a panel with a background image but it does not match what I need to do exactly. Is there anyway to do this with a picture box or will I have to use the panel?Thanks

I want to create a screen like this example shown in the screenshot for my custom report. How can I create one can anyone help me here please.  

I have use the DB-Approval Generic inquiry from the Dashboards as base for a report for one of my clients. The only problem I had, is that they wanted “Approved Total” amount brought into the Generic Inquiry, had 6 decimals, and my client wanted only 2, after spending several minutes trying every single idea I read from this community and AUGForums regarding style, formulas or else, I could not make it work.So, I added DAC PX.Objects.AP.APInvoice, into the Generic Inquiry and did not related to anything, and used it to have the Schema Field from APInvoice. CuryDocBal, to get the format, and that worked for the GI. Would this cause any issues with the GI? I could not find any issues at first glance, but, wanted another opinion. Thank you.