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I am new to developing forms in Acumatica and in Acumatica in general, my coding knowledge might be just starting to hit intermediate level, although with C# I would say I am still basic. However my issue doesn’t seem to be code related it seems to be more of an issue of me not understanding HOW the sorting works in Acumatica. On the Pick List form on the Detail Section 1 area (not kits the next detail area) it has 2 fields that I want to sort by, SOShipLine.InventoryID OR SOShipLineSplit.InventoryID. I put those 2 fields in the Schema Builder in the Sorting area, however it completely IGNORES anything I seem to put there, I tried with the out of box form and our customized form and the sorting does literally NOTHING in BOTH cases so I clearly must not understand something, I will attach the relevant pictures. If someone could explain to me how I can get this form to sort by the InventoryID instead of the BIN location or anything else that is what I need. I thought this would be very simple but I have been trying for days literally, read the ENTIRE manual Acumatica puts out for the report builder and it is WAY WAY WAY to basic, it doesn’t go into ANY kind of detail at all.
Is there more I need to do besides putting the field I want to sort by in the Sorting? I put both SOShipLine.InventoryID and SOShipLineSplit.InventoryID in the sorting box and I tried each one individually, and I tried adding each one into the Grouping, and when I do that lines go missing out of the report. So I clearly do not know what I am doing with Sorting and Grouping. Also if anyone has a link to a GOOD DETAILED manual on how the Reports in Acumatica works I would LOVE to read it.
Thank You in Advance,
Scott
Here is it not working if you look at the 2 lines one starts with REPG2 and the next is REPG0 and I have it ascending so it should be opposite of this, I did check with larger reports no difference.
From the collections menu, Sorting Field 2
Hello @scottm,
I think the problem is that InventoryID is an int number field that Acumatica generates as the key for every item. You want to be using InvetoryItem.InventoryCD. This is the text string key that you enter (REPG0 vs REPG2). This is my first thought, but I'm not as keen on the Report Designer as I am with the GI tool, so it's possible it could be something else.
@wyatt-erp I've run into this before with trying to sort things by Project ID, Inventory ID, Customer ID, etc. and other fields and my problem was usually solved by switching to sort by the CD instead of ID fields.
Hi Scott. I am new to Accumatica as well and spend last 2 days on exactly the same problem: sorting SO, Invoices, Pick lists by Inventory ID. After tons of unsuccessful versions by using different fields in different grouping/sorting, let me share what eventually worked for me. I added InventoryItem table and linked it via InventoryID to SOline table (for Shipment Confirmation report).
Then, added in SORT portion (not grouping) of schema builder a sort by InventoryItem.InventoryCD.
When I refreshed the report and ran it first time with the new version from the Shipment Confirmation screen (SO642000), it did not work. However, I opened the Shipment itself, then from that screen (SH000024) choose Reports ->Print Shipment Confirmation and voilà, the report was properly sorted to my surprise. Don't understand why it worked in one place, but not another at first since it uses the same report.
I also noticed, when using Template to run report to see the changes made to a version of a report, the results were apparently not always the same if I ran the same shipment or invoice # just by choosing them in Report parameters. Something to be aware of, if you are using template as a shortcut to test your reports.
Hopefully, this helps.
In this video from Acumatica, they talk about sort and grouping a bit (min16.05)
Also, thanks to Tim and all contributors for their participation in the forum. It's very very helpful!!!!
Thank You OlgaM, I will watch the video very soon!
This is what ended up being my solution, this FIXED the sorting issue and it is now sorting by the Description instead of the BIN.
This was given to me by someone named Ray20 off of Community.acumatica.com.
But I also wanted to post this solution here as well in case someone else goes to look for what I was looking for, now they will be able to find it a little easier I hope?
Thank You everyone who helped me in case I forgot to credit you, I still appreciate the help!
Online Members
Ok here is a picture of the groupKit as well.
I appreciate ANY help as it just seems to IGNORE me ENTIRELY!
can you change like below and have a try
Unfortunately changing the Grouping to InventoryItem.InventoryCD changed absolutely nothing. It is still not sorting at all, it is doing the EXACT same thing. I do not for the life of me understand WHY it is so hard to do something so SIMPLE in Acumatica. It should N O T be this hard.
Here is a picture of it changed in the out of the box form as well.