Reports and Generic Inquires

Hello, I currently have a GI set up to display an amount with a decimal that is two digits in so we can display it as 1111.00. Does anyone have any tricks for getting the value to add commas in after the hundredths place? Below is my current config.=iif([ComplianceDocument.LienWaiverAmount]=null,'-',left(cstr([ComplianceDocument.LienWaiverAmount]),instr(cstr([ComplianceDocument.LienWaiverAmount]),'.')+2)) Thank you,Justin Long 

We redesigned the PO641000 form and are able to print from Printed forms, but not from the actual Purchase Order on Screen PO301000.  We are using 2025 R1 which has still the classic UI.  Just went down an AI wormhole and still could not get a solution. All tips greatly appreciated.  

Looking to see if anyone else has come across this error in business events:This is the first time I’ve run across it, and it shows up when I click on an existing business event, or when I try to select the screen in creating a new business event. Our current business events seem to be running without issue I just can’t access to make changes or create a new one. Our partner is opening a case with Acumatica, but I thought I’d reach out to the community as well for answers/suggestions. We’re in 24R2 with a few weeks to go before we are ready to upgrade. On a side note, the error does not occur in our 25R2 sandbox. Thanks! 

Hello, is there a way to prevent duplicated quantities and amounts for items that are shipped and invoiced multiple times? This is for a single sales order that is invoiced multiple times due to split deliveries. 

I have a Generic Inquiry that was created from scratch. It is published to the UI & it is exposed over Odata.  It is a combination of 3 source tables.  PX.Objects.CT.Contract; PX.Objects.PM.PMForecast and PX.Objects.PM.PMForecast details.Within Acumatica itself this rendering as I want. The results grid shows each column with the desired custom captions.  This all appears to be working as desired.If I try to connect to this OData feed via Excel\PowerQuery via OData there are issues when I try to navigate to the actual result of the GI.Specifically the Custom Column that I created as a concatenation of two columns doesn’t appear to be in the dataset and there is at least one column not currently in the definition of the GI that IS showing up.  I *think* that this was the previous iteration of the GI as I was working on it.  My question is that after “saving” the GI with the desired updates, do I need to re-publish to the UI to have my changes visible o

HI, I have created a business event that I want to archive every BOM but the latest one. Can any one give insight as to what the trigger conditions should be? My GI work fine and so does the import scenario, the Business Event is not firing. I also do not want it to archive the newest BOM such as A.  

Hello all,I have been looking for way as to how we can setup an automation on the Project Cost report (PM633020) where the requirement is that the report should be mailed out on 1st of every month, however the report should have the data for previous month.So for instance, if a report is auto mailed on 1st of March, it should have the records from 1st Feb - 28th of Feb. Is this possible in the above mentioned report?, As i could only see the parameter for Project ID. Regards,Harshita.

I am trying to create a dashboard widget for unassigned opportunities from the Opportunities generic inquiry.The filter would be:    Opportunities having a status of open or new    Owner ID is empty.However when creating this filter, there is no option under the Ownder ID for ‘Is Empty’. Nether is there one for assignment date. Whe creating a chart using the AI Assistant on the above criteria, I see on the filter for the widget, the filter shows as follows:How does one replicate this on a widget such as the one I have tried to create form a dsshboard?

Hi all,I’d love to be able to see a widget or GI column that displays historical info about our customers. Specifically, I’d like to see the last time that a Customer’s status was “Credit Hold” and a count of how many times they’ve been on Credit Hold. I can’t seem to crack this. I know how to enable field level audit history, and I know the field is Customer.Status. However, I can’t figure out how to display the audit history of this field per customer without digging into the audit history page. Thanks in advance,Nathan

Hello community,I recently came across two issues that I ended up spending some times on it and one of them resulted in a bug fix to be developed so I would like to share so others won’t pull their hair out. Special thanks to ​@Dmitrii Naumov for helping me out.When you create GI (GI X) from other GIs (GI A, ...), if you come to see random errors that some fields do not exist, check the the source GIs (A,B ...) and ensure no unused table exist in those GIs under the sources tab. Acumatica will develop a fix but no ETA. You might have come across this need requiering hierarchical parameters. i.e when you select a Project as first parameter you want to limit the tasks to the selected project as the first parameter not all tasks from all projects. To do so utilize the Schema Field of the parameter and instead of selecting schema from different tables (i.e selecting Project from PMProject and Task from PMTask) use a s

Quick Search in GI looses results when you go into a record an then exit back out.  We are using 25 R2.  We have noticed this on miultiple screens.you have to renenter or change the search criteria to get the results back.  Has anyone else noticed this?

We just converted to Acumatica 25R2 and some of our Generic Inquiries are failing with error: Conversion failed when converting date and/or time from character stringAn example GI is set to use the following parameters and condition based on those : ParametersConditionsEV1STINVDT is defined as a DateTime in the Attributes:Attribute DefinitionIf I click From Schema I can choose dates as usual and it filters by them.  If I add the field its

I created two subqueries.  One totals the sales booked by order date and the other totals the invoices billed by doc date.  When I add the two subqueries to the main query and try to filter on a date range I get the object reference error.Booked QueryInvoiced QueryBoth are grouping by date, the formula is makes the amount negative if a CM.ConditionsMain left joins invoiced query to booked query by date.Without the conditions the data is returned

Hi Team,I’m facing an issue with the Customer Statement report while using an Automation Scheduler and would appreciate your help.I have created an Automation Schedule to send the Customer Statement report for a single customer via an Email Template. The overall flow is working fine — the email is triggered and the report is attached successfully.However, I’m facing an issue with the Statement Date parameter:When I manually pass the date in the format 10/04/2026, the report generates correctly with data. But when I use dynamic values like @Today or select Statement Date from schema, the report is generated as blank (no data).It seems like the parameter is not being resolved correctly when using dynamic values.Could anyone please help with:Why dynamic parameters (like @Today or schema fields) are not working in this case?

Hi, I am getting duplicates when printing a credit memo. What’s weird is it not happening to all credit memos and invoices. Only happens to some of them. I’ve attached the report file. Thanks for your help!  

Hello everyone,I’m trying to find the best and most performant way to get the average purchase price for an inventory item from a specific vendor, based on a user-defined time frame (last 3 months, last 12 months, or all time).For the last purchase price, it’s easy — the value is already stored on POVendorInventory.But I need the average price from actual purchases, not just the last one.Supporting a custom date range is my main requirement. An all-time average is not strictly necessary, but would be nice to have — and I want to make sure the query still performs well even if that option is included.Thanks a lot for your help!

Our Item Class has two levels, for example: 01-01, 01-02... 10-01, 10-02, 10-03... 90-01, 90-02.In reality, there are spaces in the value, the actual format is like 01 -01, 01 -02, etc.In the Report Designer, I want to group data by the main Item Class. I used this expression in the Group settings:=Left(Trim([InventoryItem.ItemClassID]), 2)Strangely, most Item Classes are grouped correctly, but 01-01 and 01-02 are still split into two separate groups.Moreover, I tested the condition Left(Trim([InventoryItem.ItemClassID]), 2)='01' and it returns True for both records, which is very odd.What is the cause of this issue? Or if I need to group by the main class, what other methods can I try?

When working in the Acumatica Report Designer, the Excel Grid button has become grayed out and unclickable. Strangely, this does not affect the actual Excel export functionality — my custom reports still export to Excel successfully. What would cause the Excel Grid button in Report Designer to be disabled, while report export to Excel remains fully functional? Can I fix it?

Hello,I was tasked with creating a DSO inquiry for us to use. After building one myself (see XML attached) I found one our VAR created (also attached). Here’s where i came across a few issues.Mine is built off of invoices and memos from the ARInvoice module. To get this to line up the same as how the VAR lined up theirs I had to group and SUM all of my invoices. All numbers line up except for 04-2026 invoices. I assume those will match up once we close out the period since all past period match exactly. (i verified these numbers by going to the AR module and filtering by only Invoices or credit memos and matching total at bottom of page)None of then numbers on the one that the VAR created match the one I created nor do they match what the AR module says when i filter down the types. Their DSO equation also seems to be broken beyond my knowledge to repair. That or it’s missing something or seeing a zero i don’t in order to pull in a NULL value. I’d like to

Hi all,I have a simple report that has a parameter date range, StartDate (defaults to @MonthStart) and EndDate (defaults to @Today). This reports sums the total of orders for that range:=sum([ARTran.NetSalesAmount])The filter is a simple range like this:(ARTran.TranDate >= @StartDate and ARTran.TranDate <= @EndDate)But now I’ve been tasked to turn this into a 6 year range… essentially, A-F date ranges.I thought I could use something like this for the other ranges to pull the numbers:=Sum( IIf( [ARTran.TranDate] >= DateAdd(@StartDate, 'y', -1) AND [ARTran.TranDate] <= DateAdd(@EndDate, 'y', -1), [ARTran.NetSalesAmount], 0 ))But nothing pulls… and I realized it’s because my primary filter is still set to >=@StartDate and <=@EndDate.At this point I’m just confused. I’d prefer to just

Hi,We have a report that shows all of our labor transactions by order.  On that report, one of the first things it displays is the work order number.  The report could contain hundreds or thousands of work orders.  When viewing the report in Acumatica, all of the data is present, but when exporting to excel not all of the work order numbers will display.  We may be missing 1-5% of the work order numbers in excel..  Does anyone have any ideas why this may be?  I have messed around the with excel options in the report designer and have not been able to come up with anything. Thanks

Has anyone else noticed this new limitation in 26R1?  I can’t have a local copy of Acumatica ERP and Acumatica Tools installed on the same computer?  Does anyone know why this limitation has been introduced?  As a partner and consultant, the need to have both installed locally is important for multiple reasons. 

We are exploring a concept —  help us get it right!Acumatica Platform team is looking into ways to give non-admin users the ability to build their own GIs and Reports, while administrators control which data they can access. For example, a finance analyst building expense reports without ever seeing what employees are paid.We would love to hear your thoughts by commenting below to help us understand what level of control matters to your organization and why. Question 1: Review the two Mockups below and Provide your answers in commentsIf a user should not have access to Payroll data (for example), what should their GI and Report Designer experience look like?Option A: Payroll DACs are completely hidden. Users only see the DACs they have access to.

I would like to get a clarification regarding inventory transaction data in Acumatica. We are currently trying to identify whether there is a single table or a recommended data source that can be used to retrieve all types of inventory transactions, such as inventory issues, receipts, transfers, and adjustments, in a unified manner.From our understanding, tables like INTran, INRegister, and INTranSplit are involved in storing inventory-related data. However, we would like to confirm the following:Is INTran the correct and complete source to capture all inventory movements (issues, receipts, transfers, adjustments)? Are there any additional tables or views that should be considered to ensure no transactions are missed? Is there a recommended approach (or standard Generic Inquiry structure) to retrieve all inventory transactions accurately for reporting purposes?

I upgraded my system from 25R1 to 25R2, and I have a snapshot of the old 25R1 system.In 25R1, on the Invoice and Memos screen, when I printed a report, it used the report ID from the Customer Class.Now, in the new version, it always uses the standard ‘AR641000’ and does not pick up any other report.I verified that my custom report ‘AR641001’ works correctly. It also works properly when printing from the SO Invoice screen.