Reports and Generic Inquires

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. 

I have a custom field on a shipment report that I would like to read horizontal not vertical. Has anyone done this before?Value 1 Value2 Value 3 Value 4…notValue 1Value 2Value 3Value 4

Hey all,I’m working on the Invoice report and want to integrate the ARTran.NoteText. I’m not sure how to join it in the schema to get it working. I’ve tried a few random solutions but it always prints blank. ARTran is already joined and other items from ARTran print fine- but ARTran.NoteText doesn’t.

Hi all, I’ve got this line which mostly works: =IIf( InStr( [AMProdStep.Descr], 'MESH' )<0, IIf( InStr( [AMProdStep.Descr], 'ADHESIVE' )<0, True, False ), False) We don’t want anything with ‘ADHESIVE’ in the product description to print and it works fine. But now we have one adhesive type we do want to print, let’s say ‘BLUE ADHESIVE’… how do I restrict all adhesives from printing but allow BLUE ADHESIVE to make it through the expression?

I have been following the exported file name thread.  Our client is wanting to change the exported file name on several reports.  I have been looking for a resource to give me some direction.  On the PO I tried doing  =Format( 'PurchaseOrder {0} {1}',[@OrderType],[POOrder.OrderNbr],[Vendor.AcctCD])And it would not give me the vendorid in the file name.  Are there directions or examples that I might follow?

Does anyone know of a way to combine all the detail values for a grouping in a single field on an export scenario or generic inquiry?For a shipment export, the 3rd party software requires a single line for each shipment, with details about each individual package sent in the column & row, but separated by a ‘|’ character.  So, if the shipment included 3 boxes, our “Shipping Weight” column might show “5.0|2.5|10.0” to export each value.   

Has anyone built a GI to show a list of stock items that are back ordered?Allocation Type - SO Back OrderedInventory Allocation Details - Screen ID IN402000 is a start. But it’s filtered by item.What we would like is to show all items, qty, and SO reference number that are current Allocation Type - SO Back Ordered.

In Sales Profitability, there are logical parameters ‘Released transactions’ and ‘Completed Transactions’. What’s the difference? I tried multiple checking by dates. The same. Can someone pls explain? Thank you!

All, I have a report where we are reporting on a four year range. So something like this: Date A from: → Date A to:Date B from: → Date B to:Date C from: → Date C to:Date D from: → Date D to: I need to have the 3 previous years/parameters setup like “@Today-1Y” “@Today-2Y” etc.In Report Designer, I’m unsure how to modify the expression to display the previous 3 years in the dropdown menus. Here are the screenshots from Build Schema:  

what is the reason why Audit History is missing? even though in access rights by user set to view only and also Access Rights by role set to view only, thank you hopefully some people can reply to this . 

I am attempting to add InventoryItem attribute(s) to SOLineThe report I am editing is SO641010.rpx I have added the table InventoryItem with the following join:SOLine - Left - InventoryItemSOLine.InventoryID - Equal - InventoryItem.InventoryIDI think this is correct, but have not been able to test it yet. I would like to add the attribute to SOLine, but do not understand the syntax.=IIf([SOLine.InventoryID]<>Null, Format( '{0}: {1}', [SOLine.InventoryID],[SOLine.TranDesc]),[SOLine.TranDesc]) How can I properly add attribute(s) with a line break {br} to this syntax?I found the attribute ID after adding the table and making the relations [InventoryItem.BRAND_Attributes], but not sure how to correctly add it to: =IIf([SOLine.InventoryID]<>Null, Format( '{0}: {1}', [SOLine.InventoryID],[SOLine.TranDesc]),[SOLine.TranDesc]) Thank you for your help

Hi All, I am having an Issue where I want to have a more detailed Inquiry that is still referencing back to a normal Transaction such as a Sales Order or Shipment. I basically started out and created copies of the Sales Order and other Inquiries, made my changes for Fields and Conditions and exposed it to the Mobile App.Now, I run into the Issue that it is barely showing a very limited Result Screen rather than the Sales Order, the Shipment or others.Please see below for Screenshots.The issue is that major functionality such as editing or taking actions on the Transaction is missing.Does anybody have an idea on how to fix this? Any Settings I am forgetting on the Inquiry Creation itself?Inquiry “Result”Native Sales Order Inquiry “Result” 

In Generic Inquiries, we can use Aggregate Functions & Grouping to sum values based on similar key fields, which is a great feature to present summarised data.Is there a similar way to aggregate rows with the source schema tables in Report Designer? It appears that ‘groups’ in Report Designer refers to grouping sections, and does not appear to perform any aggregation.

I am trying to calculate the number of work days (Mon - Fri) between 2 dates in order to work average daily sales etc. I came up with this and it seems to work but feels clunky. =(DateDiff('d', [PeriodStart], [Now])) + 1 - DateDiff('w', DateAdd([PeriodStart], 'd' , 0 -(DayOfWeek([PeriodStart]) -1)) , DateAdd([Now], 'd', 2 - DayOfWeek( [PeriodStart]) )) * 2 - Switch((DateDiff('d', [PeriodStart], [Now]) + 1) % 7 > 0 And DayOfWeek([PeriodStart]) = 1, 1,(DateDiff('d', [PeriodStart], [Now]) + 1) % 7 + DayOfWeek( [PeriodStart]) = 8, 1,(DateDiff('d', [PeriodStart], [Now]) + 1) % 7 + DayOfWeek( [PeriodStart]) > 8, 2,True, 0) Appreciate if someone has something more concise. thx

Hi, we are testing to upgrade to 2022 R2 and if there is =NULL in the GI parameter, it is giving an error. But in our 2021 R1, this works. In the example below, I have the =NULL in the branch so it shows all results (not auto fill branch) then be able select what Branch we would like. This is in 2021 R1In 2022R2, I get the error below. If I remove the =NULL completed, it auto fills in with a branch. Does anyone know how to fix this so the parameter starts out blank, then we can select which we want? 

Is there a way to find out the quantity reserved?  For example, if Sales orders are not completed yet then is there a quick way for Inventory staff to identify the quantity being reserved for any particular items?  Or the same thing applies to stock transfer from the main warehouse to the retail stores; How do we find out the quantity in transit.?  Thanks...

Working on creating a shipment cut GI, and I would like to know how I would add a condition that only shows me lines that SOShipline.Orderqty does not equal the SOshipline.Shippedqty.  In other words I don’t want to see if an order was shipped complete only the ones where the ship qty does not equal order qty. Thanks