ps. don't forget to do a search before posting as someone else may have asked the same question.

Problem is the size of the group is fixed - so it's clipping the field. Unfortunately you need to pre-allocate space for the note in the group. I've n...

Got it working - give this a go. Note that the data is returning at line level so if you want it at order level it needs Group criteria (as mine has...

You have the COLOFEE filter on the wrong table (needs to be SOLine2). And you'll also need to join InventoryItem to SOLine2 to apply the filter on Inv...

Try Left Joining an additional SOLine and use it to filter your main query. Join on ordertype, ordernbr and filter where inventorycd=colofee. Add ...

@agupta I'm suggesting to write your GI based on selecting the data from the Item (POVendorInventory DAC). You won't be able to get the required outco...

Pretty sure what you want to do above can't be done in GI for the reasons you encountered. Why don't you just take the price from the Item directly?...

Dead Stock does have Excel export button so you are mistaken there.

I think lack of header record is your issue - it's required AFAIK. You can add a header record with a command script and possibly replace the pipes...

@nsyafika What about a data table widget with only 1 row shown? You can include the date and the KPI value as the columns. It doesn't look as nice as ...

Customizer is required to publish. Access rights in the target tenant are controlled by user security in that tenant - they do not need Customizer rol...

I'm a bit vague on your requirements. If you want to include a calculated field as a Caption on a KPI (which is what you have circled in red), that un...

Blank means false - are you certain there are Contacts where this property is true?

STARTCASE and ENDCASE are from different records. At the point you are printing them on the report, both records can't be active at the same time. I t...

You can only download a single file at a time. I recommend setting up a separate archive of files rather than relying on Acumatica for document storag...

What's the join criteria you used on the Relations tab?

Knowing nothing about service orders, is it this? There's a ProfitPercent field in the DAC.

Checkout SO643000.rpx (Sales Orders -> Invoices & Memos). It does what you are attempting but the syntax is different:

Try OrderDate <= @Today - 3

It's not an actual DAC field - the underscore are functions being applied to the underlying DAC field OrderDate.

This is the easiest way - and avoids all those nasty aggregation hacks.

Note: GLHistoryByPeriod is a very heavy DAC - just look at the Trace from a GI that uses it to see the SQL it generates. So be careful how you use it....

@wyatt-erp I got it working! It did get a little tricky when joining additional tables but I sorted it out. I've now got a GI that calculates P&...

This problem came up again for me and reading over my previous post was a little unclear. For a concise explanation of GLHistoryByPeriod, check the he...

This is truly awesome. I was stuck yesterday with this exact issue and this solution will hopefully solve it. In my case i actually want to aggregate ...

@bodonna, the discussion was about referencing the result of a textbox from the formula of another textbox. Your formula is referring to data fields. ...

@kkeating No out of box IS for payment methods - hence why I rolled my own. Screen Name is Customers. Data provider is my own. It's using CSV Provid...

Here's my IS from a few years back to update Payment Method. Note that Line Number needs to be inactivated and Cancel needs to be Action: Cancel now (...

Well in 2022, the situation is much the same. I can't get a BE to fire on Sales Invoices or Receivables Invoices for that matter. Trigger Condition ...

@timrodman have to admin I've never paid much attention to Visible. Now that I know what it does I might start adding some columns to future GIs I bui...

Other than Notes you can't modify the results of a Generic Inquiry. You could always use tags inside notes to segregate data.

It looks like you can't filter on calculated fields - at least according to this: How nuts.

Try as I may I can't get the $filter parameter to work. Whatever I tried just results in no data being returned at all. Have you actually successfully...

@azhang I wasn't sure whether it's the setting in the main report or the subreport itself which applies here as I've not done your exact scenario. Gla...

@azhang Look at the Properties section to the right of the Report Designer. Properties are specific to each report section. Keep Together applies to D...

Did you try setting "Keep Together" Behavior property to False in the subreport?

@jeremy-weber does your logon have the necessary security access to make such a change?

Totals are on APInvoice. You might be better off building your own GI from scratch rather than modifying one for which you may not fully know the inte...

You need to join APTRan.ReceiptNbr and APTran.ReceiptLineNbr to POReceipt.ReceiptNbr and POReceipt.LineNbr. I suspect you forgot to include the Line...

Just use MasterFinPeriod Table and find the period where StartDate >= Today() and FinDate <= Today(). You can then join to FinPeriodID in your...

How about an Import Scenario with a GI fetching the required email address.

If you have the data in 2 worksheets in Excel shouldn't be too difficult to merge. eg./p> I do this in PowerBI all the time, which was why I sugge...

Have you looked at PowerBI?

Perhaps check the Sign of the Trial Balance setting in General Ledger Preferences.

@suthes-yogen I was going to suggest opening the report file with a text editor, but if you can't download it then that's not going to work! Have you ...

Seems to be a corrupt XML document - meaning there could be something wrong with the report. Does it happen on all reports or just a specific one?

Reimport the correct values with an import scenario and with a 2nd import scenario delete the incorrect ones.

Thanks for posting that @michaeltriffon. I had a go at this yesterday but couldn't get it to work. I also didn't realise you could do this, nice find!