Not sure how this has been vetted but significant issue with report. It will show invoices and payments for voided vouchers instead of either excluding them from the report or showing zero in the invoice and payment column. This is when you use the summary level and is very disappointing and incorrect way to show the data.
Answer
Vendor transaction history report
Best answer by nmizzell9000
I was able to add on project ID to the vendor details generic inquiry. You can filter this report by parameter and there is a column for project id on the right side.
With the Generic inquires, you are able to modify them to suit your need by adding any field in the Acumatica database given that it is somehow related to the one you want to add on to.
In this case, I added on projectID from the PMProject table in the Generic inquiry page and the results worked.
Could you please share a screenshot of the report output and the intended result? The changes you want to see are likely achievable by modifying the Generic inquiry or report designer file behind the report.
NM
Not to my knowledge. It came with the edition we are on. That is a pretty lame comment. I would not put this out here if this was a custom report.
If the objective is to view voided bills from a specific vendor, id recommend using the “Vendor Details” inquiry. The reason why you might not be getting the info you need is because the report you are running is a custom system report. This report might be modified to include voided transactions, but the easier way to get the info you need is to just use Vendor Details.
NM
Voided bills should show up by vendor in the Vendor Details Inquiry. It is crucial to use the inquiry and not the report since they are different.
NM
This is not a custom report. We did no customization to the report. Maybe part of the construction package but we had no say in the report customization.
Are you able to access the “Vendor Details” Inquiry? The information you need should be there.
NM
What is the sense of having the report if it is not accurate? Why are reports out there that cannot be used? I guess what I am hearing is do not trust the canned reports that our out there because the data is not correct.
Yes I am able to run the vendor details inquiry screen. The problem with the inquiry is that you cannot run this by project.
Acumatica’s flexibility can sometimes be a weakness. If reports are not developed and checked intentionally, you should not rely on them. With the exception of core inquires such as Vendor details, Bills and adjustments, etc... There are several reports out of the box that will give you bad data unless you set them up to suit your business. For example, financial statements are all inaccurate unless you set them up in the ARM to suit your specific GL account.
NM
Are you able to access the “Vendor Details” Inquiry? The information you need should be there.
Yes I am able to run the vendor details inquiry screen. The problem with the inquiry is that you cannot run this by project.
Acumatica’s flexibility can sometimes be a weakness. If reports are not developed and checked intentionally, you should not rely on them. With the exception of core inquires such as Vendor details, Bills and adjustments, etc... There are several reports out of the box that will give you bad data unless you set them up to suit your business. For example, financial statements are all inaccurate unless you set them up in the ARM to suit your specific GL account.
That is a shame. I understand the customization but the report I am referring to should actually work with anyone’s version.
I was able to add on project ID to the vendor details generic inquiry. You can filter this report by parameter and there is a column for project id on the right side.
With the Generic inquires, you are able to modify them to suit your need by adding any field in the Acumatica database given that it is somehow related to the one you want to add on to.
In this case, I added on projectID from the PMProject table in the Generic inquiry page and the results worked.
NM
Here is a good video I used to learn how to add things on to Generic inquires in Acumatica: Video.
NM
Here is a good video I used to learn how to add things on to Generic inquires in Acumatica: Video.
Very helpful!! Thanks. They should remove that report or tell new clients just to use GI’s.
Yes, I personally unpublish all reports that I have not validated or confirmed are accurate. For the most part, the GIs will be accurate since they are core to the system.
NM
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