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Turning a GI into a Report - Scan and Transfer Worksheet

  • February 28, 2025
  • 6 replies
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Freshman II

I built a Generic Inquiry with all available Production Orders ready to be stocked/put away.  The hope/expectation is they would print a report out with the From location barcode, To location barcode (physical locations not barcoded currently), and the Inventory ID (some Inventory is not labeled with a barcode).

I exported it to a report and copied existing reporting logic to create a report.  


GI Data:
 

 

Report designer:

 

Acumatica Report:

 

Expected:

 

 

I have added new fields to existing reports, but my first new report is giving me some trouble.  I verified my URL is the same, everything ported over from the GI as expected.  All the field names match the table/column targets.  It doesn’t appear to be a barcode issue since the basic data fields are not populating.

Best answer by lauraj46

Hi ​@adaughenbaugh95 ,

The reason that your report is only displaying one row is because the query is not returning any data.  Filters and  parameters sometimes need to be adjusted between a GI and report. 

For the date filters, I would suggest creating a parameter in the report designer with a formula to default the value.  Use the parameters in your filters instead of the formula directly.

I noticed that the warehouse parameter is isn’t used in your filters.

I would also suggest moving the AMProdItem.LocationID <> INLocationStatus.LocationID condition to the relations instead of the filters.  The values on the right hand side of the filters are interpreted literally, so this won’t work.

Also, the visibility formulas on several of the barcodes should be adjusted to return a boolean result, e.g. 

=[AMProdItem.ScrapSiteID_description]<>null

Attached is a version of the report that returns data in my demo environment.  I set the locations to equal so that it would return data.  You will need to make some adjustments to the filters to meet your needs.

Hope this helps!

Laura

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    lauraj46
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    • lauraj46
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    • February 28, 2025

    Hi ​@adaughenbaugh95 ,

    In your screenshot, it looks like you are printing the barcodes in the header for GroupLocation.  If the idea is to print the information for each line, you should move these fields to the Detail section of the report.

    Hope this helps!

    Laura

    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Kandy Beatty
    Chris Hackett
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    • Kandy Beatty
      Kandy Beatty
    • Chris Hackett
      Chris Hackett
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    Freshman II
    lauraj46 wrote:

    Hi ​@adaughenbaugh95 ,

    In your screenshot, it looks like you are printing the barcodes in the header for GroupLocation.  If the idea is to print the information for each line, you should move these fields to the Detail section of the report.

    Hope this helps!

    Laura

    Sorry, I swear I replied to this yesterday.  

    I had tried it in the details as well, but no luck.  I reviewed Acumatica’s report designer documentation, but I haven’t found a solution to the issue yet.

     

     

    lauraj46
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    • lauraj46
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    • 581 replies
    • March 4, 2025

    Hi ​@adaughenbaugh95 ,

    The group header and footer are only printed once per group.  If you are missing records in the Details section, it could be an issue with your joins or with the section visibility.  Please post the rpx file and I’m glad to take a look.

    Laura

    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
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      adaughenbaugh95
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    Freshman II

    Thanks, like I said, it should have worked since I created it from a Generic Inquiry and was able to get data.

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    lauraj46
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    • lauraj46
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    • Answer
    • March 4, 2025

    Hi ​@adaughenbaugh95 ,

    The reason that your report is only displaying one row is because the query is not returning any data.  Filters and  parameters sometimes need to be adjusted between a GI and report. 

    For the date filters, I would suggest creating a parameter in the report designer with a formula to default the value.  Use the parameters in your filters instead of the formula directly.

    I noticed that the warehouse parameter is isn’t used in your filters.

    I would also suggest moving the AMProdItem.LocationID <> INLocationStatus.LocationID condition to the relations instead of the filters.  The values on the right hand side of the filters are interpreted literally, so this won’t work.

    Also, the visibility formulas on several of the barcodes should be adjusted to return a boolean result, e.g. 

    =[AMProdItem.ScrapSiteID_description]<>null

    Attached is a version of the report that returns data in my demo environment.  I set the locations to equal so that it would return data.  You will need to make some adjustments to the filters to meet your needs.

    Hope this helps!

    Laura

    1 Attachments
    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
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      adaughenbaugh95
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    Freshman II

    Thanks!  I got it to work.  Also trimmed down the QTY field from #.00000 since we deal in whole numbers.

     

    Now I’m just playing with Parameters so they can pick up and transfer from one work cell.

     

    lauraj46
    Chris Hackett
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    • lauraj46
      lauraj46
    • Chris Hackett
      Chris Hackett

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