Reports and Generic Inquires

Hello,I’m trying to add the Available for Shipping calculation to a couple different GI’s but can’t figure out where it’s stored.  Everywhere I look either doesn’t give me an Inspect Element option, or it does as an Enquiry that I can’t get to work on the GI’s.  Any help would be greatly appreciated.  Thanks!Nathan 

Hi All,I am trying to figure out what the formula would be in order for me to track invoice balance for the last 30 /60/90/over 90 days. I have modify a report base on AR.63.30.00 AR Balance by Customer MC.Currently the formula $StCycCurrTot / =$StCycAgeTot00 / =$StCycAgeTot01 / $StCycAgeTot02 / $StCycAgeTot03 are pulling a sum base on the month and not by how many days the invoice is open.  If you look at the above example, you can calculate that Over 30 Days don’t add up properly as Today is April 18, and the transactions that should have been added is between Mar 7 to Mar 15. However if you add all the March transaction together, the value $68

I have made a new inquiry about payment screen and I want to add an option to show all status as well as each status filter in this inquiry. Is it possible to add “all status” in the dropdown filter of generic inquiry? 

Is there a way to select multiple rows in a Generic Inquiry? I have an inquiry that I am using a side panel on and I would like to select multiple records in the GI and send those to the side panel. This works great with the single selected item but it would be great to do for multiple.    

Hi All,As per customer requirement, we will send a dunning letter following Customer Order Nbr.So, on the Dunning Letter AR661000, we want to add a filter that allows us to select multiple documents belonging to 1 Dunning Letter and print it.Is it possible to add a parameter with the multiple-selected option? If yes, how can we do that?Thank you,Yên Chi

I have a Scorecard on a dashboard that show ordered that were invoiced yesterday. In the parameters for the scorecard I have Created On is equal to @Today-1.This has been working until today (November 1, 2022). This morning the score card shows 0 invoices created yesterday, when there was one created. If I change the parameter to Created On is equal to 10/31/2022 the score card shows 1 which is correct.Is there some issue with @Today-1 when at the beginning of a new month, or is there a better may to automatically pull yesterday from the score card parameter setting?

We have recently updated from 2020 R2 to 2022 R2 (don’t ask) and my dashboards have gone wonky.  I had many score cards with color coding - most are not visible now.  I can’t figure out why.  If I change them to meters they work fine, but as scorecards they show up - at best - like the KPI on the right of my screen shot (black text on white background), but the vast majority show as white on white unless they’re moused over.  I tried deleting one and adding it back in, but the results were the same.  Hopefully someone can help!  Thanks!left score card is being moused over 

I have an issue on my dashboard where creating a KPI scorecard gives me the following error: “Conversion failed when converting date and/or time from character string”. My GI’s work perfectly on the dashboard when in data table format, and even in the GI itself I am able to aggregate the column on the bottom of the screen without issue. For some reason when I create the scorecard, I receive this error. Anyone seen this before? (attached XML for the GI in question)

Hello Friends,How do I configure a custom-built report to send off Monthly/Weekly using business events or automation schedules? My report does not come up in the screen name selector in the Business Events.I tried using automation schedules, but I’ve been told those might be going away. Also, I couldn’t find any of my parameters in the Automation Schedules either. This report I want to send out will have 140 parameter iterations, so it’d be REALLY nice if there’s a way to run an import scenario for this in either the business event or the automaton schedule.Thank you for helping!

Hi all,I want to add tab Landed Costs to PO Receipt report but when I join, the inventory is doubled. If you have any idea, pls help me.  

Hi,I am not so clued up with report designer. A customer wants a report that will show time invoiced per project, broken down by week and day.We were able to create a report but when the ARInvoice as the invoice number is the parameter, is linked to the lines duplicate.Any ideas, please!

Hi, i encrypted the “TaxRegistrationID” field for vendor with a customization project using this Acumatica Article: https://www.acumatica.com/blog/technical-tuesday-encrypting-fields-acumatica-database/I replace the PXDBString attribute with PXRSACryptString . Now the field is encrypted in the database but in the UI we can see the real value. Thats what we wanted.If i make an api call to Vendor end point i do get the real value but if i export the vendor or add the field to a GI i get the encrypted value.How can i get the real value in the GI?

This is a duplicate post to : Curious if it’s possible to compress 2 Report Designer pages into a single final output page. The case we have is that we have a long item list that a customer prints and then hands out at their retail location. The issue is that the item list is multitudinous: 100 pages of items printed in 8 pixel font size. Goal: print multiple report pages per sheet, or create a Report that has multiple columns of item data under a single Report Header (this would be nicer for formatting IMO).I saw something similar being asked here.When I attempt this with a Print dialog, I’m not seeing the expected 2 pages per sheet, and I also see unex

Would like to see in the Generic Inquiry list columns with “Last Modified Date” and “Modified By” to ensure that we save all inquiries before a major update. It’s difficult to determine if someone has modified an inquiry that has not been backed up without this information. There should be some kind of audit trail for this.

Hi! I have a BA that trigger a notification for cases. The BA works fine if the case is created within the regular instance but when the case is created in the Self-Service Portal, the notification is not triggered. Attach is the BA xml. I tried to replicate the solution provided in the topic How to setup a notification when a client opens a case through the self-service portal but it didnt work. Actually, I dont undertsand why is needed the portal map for this to work.Thanks! 

Hello,I have a problem while I am export report to PDF that containing Chinese character inside. Inside the report page, the character is showing, but once I exported to PDF, the Chinese character becomes blank spaces Hopes you can give me the solution.

Is there a way to create a filter either on a GI or Dashboard widget to show current month Plus five days?  I know there is the @month parameter is there a way to add five days to it, so it forecasts five days into the next month? 

I am trying to do reporting on the NET revenue per channel (we differentiate channels by order types). I’m using the ARTran table to obtain the SOOrderNbr, SOOrderType, and NetSalesAmount. However, returns (RC order types) are not connected to the original Sales Order other than via the invoice number and show up under their own order type (RC).Does anyone have any suggestions regarding how to set up a GI that will reflect the negative amount generated by the RC return against the original Sales Order? Or maybe something like: IIf(OrderType=’RC’, OriginalSOOrderNbr, SOOrderNbr) 

Hi, I want to generate a report from employee timecard . The filtering would be From Week ID and to To Week IDThe report will generate based on the filtering range week id and showing employee list name with the total hours for specific week . Here is the screenshot how the report should be looks like. Is there any ways for me to extract the data in range of the filtered week ID?Please help me. Thanks

I’d like to have a $ (dollar sign) included on the resultant line for a field in a GI.Can this be done?  I understand about using the schema field to force a sort of inheritance around the field formatting, but what happens if you don’t have a field with the proper schema formatting?  (I can’t find one that has the equivalent of $#.00) I only need the dollar sign $ but it would seem that it should support localizing in system currency. I know how to do this in Report Designer -- I need it to be in the Generic Inquiry (and hopefully a resultant Dashboard widget from there) thanks

Essentially what I am trying to create, is a GI which shows a list of contacts from a particular customer, and the total vat exclusive value of SO/SO'S that has been created with that contact on it.Each one of the contacts from that customer has an attribute assigned to it with a Dollar Value, which is their spend limit. Being able to display both their total spend for a particular period (which will be set as parameters on the GI) and the spend limit, and then another column showing the difference between the two.Any help would be appreciated!

Good day, Below is a formula that i am trying to replace the Inventory ID with the line description for a specific Inventory item.  Replace part works.  I get a new field with the description but something is wrong with my IF statement.  I can an error from the system it is outside the array =Index was outside the bounds of the array.I would also rather then you the entire id but use the EZ start with; but can’t fine the correct formula.  In case the user decides to change the ID. =IIf( [POLine.InventoryID]=EX-99-ZZ-ZZ-ZZZZ06-ZZZ, Replace( [POLine.InventoryID], [POLine.InventoryID],[POLine.InventoryID_description],[POLine.InventoryID] ))Your assistance is greatly appreciated.Attached hew GIEvan

I want to create a GI over table AMMRPBucketDetailInq, to feed to a dashboard, to show forecasted inventory levels for items into future periods. The existing inquiry ‘MRP Requirements by Item’ (not a GI) dynamically loads rows to this table (from AMMRPPlan) as the inquiry is executed. But I cannot use this inquiry as the associated GI on a dashboard.If I can create a GI that uses this table, I can associate it with a new dashboard I am also creating. Is there a way, in a Generic Inquiry, that rows in a selected table can be populated with data, prior to the display of said data?

Hi All.I have a problem with grouping in report designer, when I create a new session for landed cost with new grouping LCRefNbr, it's duplicated the first session groupInvoice

I have a customer color.  I open STYLE and go to this screen and get the custom color and then ADD TO CUSTOM COLORS where it populates.  The only problem is that it does not stay there.  When I create a new box and open the color options this Custom Color is no longer available.  I can’t even find a way to set a color to be reused in the templates.  Am I expecting too much?  Do I have to enter in a new color each and every time I create a box? I also noticed that if I select multiple boxes to set a background color for all of them and am using a custom color it does not work either.  HELP!