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Adding a group that...
 
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In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
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Questions Adding a group that only applies to another existing group

Acumatica Report Designer
Last Post by TopherW 1 year ago
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Peter Paindiris
Posts: 1
 Peter Paindiris
Topic starter
October 13, 2019 1:20 pm
(@peter-paindiris)
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Joined: 3 years ago

I have (2) existing groups in a Pro Forma invoice report.  One for T&M lines and one for Progress Bill lines.  I want to group my T&M lines by Account Group, but when I add a Group for Account Group, the Progress Bill lines do not print on my report.  Is there a way to group to content of only one of the existing groups?

I believe this is because I am using the Schema builder Relationship between the PM ProformaLine table and the PMTran table to get the transaction Account Group ID Description.  However, the Progress Bill Proforma line does not have a PMTran transaction.

 

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Tim Rodman
Posts: 2957
 Tim Rodman
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November 13, 2019 12:58 am
(@timrodman)
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Joined: 7 years ago

Try using the IsNull formula in your group formula so it can have a value (any value) to group on even when Account Group is null.

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TopherW
Posts: 1
 TopherW
January 7, 2022 3:36 pm
(@topherw)
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Joined: 2 years ago

I know this was a long time ago, but any update? I am attempting to group the T&M portion of (PM642000) by Task/Cost Code, but have not had any success. I can successfully create a (separate) (sub)report of the T&M lines and group by task/Cost Code. BUT this does NOT work when I add the subreport. Any ideas why this may be? Are there too many existing groupings in PM642000 to begin with? 

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