Reports and Generic Inquires

Hi all,I am trying to make generic inquiries for the first time, but I got troubles.Can somebody please take a look at my set up?My result is, after specifying the SO Nbr and SO Type, the results grid still gives all and doesn’t filter based upon my parameter. Can someone point me to where I set it wrong? Thanks a lot! 

Is there any way to assign report versions of the same report to different companies/branches. I have seen a few workflow related solutions but wasn’t sure if there was a simpler method before going down that path. 

Is there a way I can correct / update an order after it has been invoiced? specifically for the sps edi tab for shipments. Normally I place a reference number under the SPS EDI tab for and order before it’s invoiced, however I accidentally hit prepare invoice instead of correct shipment. Now when I try to add the reference number to the order that was invoiced the “correct shipment” option is greyed out and unable to update the SPS EDI tab.

Hi There,  Can anyone help me figure out to remove an unposted GL transaction? I originally made a gl transaction for Dec 2022 that was auto-reversing in Jan 2023, before I had ‘Opened’ the Jan 2023 period. I released it and realized my mistake and the entry became ‘unposted’. I opened Jan 2023 period and made a new GL entry in it’s place. When I tried to close the December 2022 period, I got a message that I still had unposted transactions. I’m not sure how to get rid of it? I don’t want to reverse it because the reversal of the reversing entry will now ‘Post’ that Jan is open and it won’t have the initial entry to clear it out. Can anyone help me? Thanks!Vanessa

Hello,Been here multiple times with this same report, I’d like to ask how it’s possible for me to NOT display the qty and uom of an item that lists down multiple serial numbers every time SN is displayed?I originally used this Prev statement:IIf(Prev([SOShipLine.OriginalShippedQty])=[SOShipLine.OriginalShippedQty], '', [SOShipLine.OriginalShippedQty]And offourse, the result is, I’ll never get the same QTY or same UOM, though it’s another Item in the list. I do not wish that to happen, what formula can I use? I appreciate any help! Paula

Hello community,I have this existing formula where multiple serial#s per item are listed down, but the thing is, say I have 20 serial#s for that item, it lists down the name of the item, its price, and qty again and again (please take a look at the picture). In a separate concern, I received a formula in which I can make a condition that if the same description exists in the previous line, it won’t display again. But I don’t know if it’s possible and how should I insert it in my formula.Here’s my formula:=IIf(IsNull([SOShipLine.LotSerialNbr], [SOShipLine.TranDesc])<>’’, [SOShipLine.TranDesc] +'{br}'+ 'SN: ' + [SOShipLine.LotSerialNbr], [SOShipLine.TranDesc]) And here’s what I wanna add to get my desired result:IIf(Prev([SOShipLine.TranDesc])=[SOShipLine.TranDesc], '', [],[SOShipLine.TranDesc] Can somebody please analyze how this would work for me? Huge thanks! Tagging Sir @aaghaei ,this is a follow up concern sir. Could you assist further? Thanks

Hello community,I have this existing formula where multiple serial#s per item are listed down, but the thing is, say I have 20 serial#s for that item, it lists down the name of the item, its price, and qty again and again (please take a look at the picture). In a separate concern, I received a formula in which I can make a condition that if the same description exists in the previous line, it won’t display again. But I don’t know if it’s possible and how should I insert it in my formula.Here’s my formula:=IIf(IsNull([SOShipLine.LotSerialNbr], [SOShipLine.TranDesc])<>’’, [SOShipLine.TranDesc] +'{br}'+ 'SN: ' + [SOShipLine.LotSerialNbr], [SOShipLine.TranDesc]) And here’s what I wanna add:IIf(Prev([SOShipLine.TranDesc])=[SOShipLine.TranDesc], '', [],[SOShipLine.TranDesc] My desired result is to list the Item Description once with its multiple SNs. Can somebody please analyze how this would work for me? Huge thanks! Paula

can you give me advice I want to change the signatory of request payment form  and the rules must be if amount is greater or less than 100k the noted by will show and if not meet the requirements the noted by will hide. in my case I use if ([@FXFundRequestRegister] >= 100000)  but always showing not hiding help please, thank you.

This is a dumb question, but in the report writer, what table accesses the PR history tab’s data in the Purchase Receipts? The name I am given is: POReceiptPOOriginalBut this isn’t in the report writer. Is this not accessible data or am I overlooking something obvious? 

Hello,can somebody please let me know why I can’t open a report in my report designer. the name is correct. Thanks!

Hello there,Help pls. I can’t see here where this huge space after groupheader1 is coming from. I’ve tried coloring all the group to see which displays this but none of them.

Hello,I need to display the address in Shipments ([SOShipmentAddress.AddressLine1]) because I have many shipments that I’ll give different addresses under one SO (pic4). I keep getting an address that isn’t even related to the customer in the SO, then the item was redundant below (pic3). I provided my schema builder’s relationship here (pic1). (pic2) is still the address in the shipment, I haven’t made override yet so that should still be the result. Please help me get the result I want.Thank you for the help! 

Hello,Please help, I’m new to making these reports.I need to display the summary of (1) Sales Agents  (I mean despite of ARCANGEL being in the list multiple times, I need only 1 entry of his name now) in the list and their own total sales, and (2) Item Category with their total of sales too. How can I do that? I appreciate your help, thanks in advance!

Hello everyone!Can anyone please help me with this? I have multiple set of column headers. Adding another set of columns in another ‘Groupheader’ results to (1st line) COLUMN1, followed with (2nd line) DETAILS1, then (3rd line) COLUMN2, followed with (4th line) DETAILS2. I want it that COLUMN1 list down all DETAILS1 before COLUMN2 and DETAILS2 follows (just like in the picture, here, I have them in separate reports). Please help me out! Thank you! 

Hi I wanted to print VAT value as 0% when the Tax ID is not ‘VAT’ . This is the condition. But the report is not displaying ‘VAT 0%’ when the Tax ID isn’t equal to VAT.  Does anyone know how to fix this issue? Thank you.

Hi all, can somebody please kindly help me?I have to make a generation of monthly sales report. But here’s what happens, the list of those SOs are incomplete, just take a look at the total net sales and it’s too far. So I checked this first SO, and yes it has three inventory items, two of which are not listed here. I have filter for “released” but yes, three of them are all shipped and invoiced. It may be in my groupings? Could someone please kindly check my report file for me. I would appreciate any help, thanks a lot! Regards,Paula 

Hi All,I am displaying SO with items related to them. Some are displayed correctly, like in this case, SOHO000403 has 2 items so it was displayed twice. But SOHO000371 also has 2 items inside, but only displays one. What could be the problem? Can someone please kindly take a look at my report schema? I appreciate any help, thank you so much!Sometimes too when I would open the SO, it’d lead me to a different SO. Paula

Hello.We have a customer that would like to have a fancier Report, but we face some problems.We got the attached Texture from them for the Header, i added it as embedded file to the report and used a picture box (tried panel first since i wanted picture over picture, but that ended up the same..) Now we either have 2 results:As JPG) The Image ends up getting cut-off instead of displaying the full size (which it should, since the image box is exactly as large as the image?) or two As PNG) Any idea? Fix? Anything?​​​​​​​

Building a GI that will (among other things) show whether an item on a Sales Order is Allocated. I’ve linked SOLine to SOLineSplit and I’m attempting to bring in SOLineSplit.IsAllocated field, but not getting expected results. Here are Table Relations:The allocated box on the GI is blank.But the allocated box is in fact checked within Line Details of item on the Sales Order.Here is the Results grid:Not sure what I’m missing - if my relations and data links are incorrect or if I’m bringing in incorrect field ...

Hello,What can I write in the visible expression for this ‘SN’ + [SOShipline.LotSerialNbr] to NOT display if [SOShipline.LotSerialNbr]=NULL. Thanks a lot!I’ve tried these:=[SOShipLine.LotSerialNbr]<>NullIIf( [SOShipLine.LotSerialNbr]=Null, '', [SOShipLine.LotSerialNbr] )=IIf( [SOShipLine.LotSerialNbr]<>null, [SOShipLine.LotSerialNbr], '' ) Edit: This works but not when I need the ‘SN: ‘ before [SOShipLine.LotSerialNbr]=IIf([SOShipLine.LotSerialNbr]<>null,[SOShipLine.LotSerialNbr],'')Trying this,=IIf([SOShipLine.LotSerialNbr]<>null,('SN: ' + [SOShipLine.LotSerialNbr]),'')Results to this:Any help please, thank you!

Does anyone else experience extremely long load times on the new side-bars in Sales Orders screen (SO301000)?The Invoices and Memos takes 4+ minutes to populate results. While it is running, Acumatica is unusable and the computer it is hosted on goes to 100% CPU usage from the lookup.I found the GI the sidebar Invoices and Memos calls(Invoices for Sales Orders, SO3031SP) and tried to limit it to Select Top 100 records, but this had no change on the load time or system lock up. This is definitely the culprit.Any and all suggestions to eliminate this problem would be very appreciated!Note: I am testing an upgrade from 2021 R2 to 2022 R2 on a local environment tied to an SQL AcumaticaDB of recent production data. Loading… Loading… Loading...Error after load 

I have a need for SOX compliance to prove that a User’s account has been deactivated promptly upon an employee’s termination.  I have created a custom report from the framework of the User List Report and need to pull in the date/time the user’s account is deactivated OR date/time a user’s role is removed.  I have auditing turned on for these, but am not sure how to relate the audit values with User’s table.  Any ideas? 

Hi All,Not sure if this is allowed but was just curious if anyone has done this course recently and if they found it helpful.Thanks!

Hi all,What do I put in the visible expression to filter line details and only display those with SO numbers? Actually, this line here isn’t suppose to show because I have a filter for complete status only but it still shows? Any help please.Thanks!There’s one of which status is Open so it shouldn’t appear too. Why is it not filtering correctly? 

I have customer report label.  Seeking to build a report scheman with selection parameter of sales order and then select one of the items on the sales on the sale order.  Can someone assist or have a example of this working?