Reports and Generic Inquires

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

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