Skip to main content

Attaching Acumatica Report to Menu Through Automation Steps

In world of distribution you may need more reports, let's say your team decides to add a new report for Return/RMA orders, same format as SO and ability to print directly from Acumatica screens, so as an IT manager you would jump into driving seat and copy an existing Sales order report and rename the new report as RM641010 and using report designer make cosmetic changes and publish to Acumatica reports.

How do I attach a report to existing screen and Menu options? 
Follow these easy 3 steps, you can attach an existing report to menu option through Automation steps, that's right if you always wondered what can I do with Automation steps, this is a perfect example for it.

Step 1: Navigate to System --> Automation --> Automation Steps, from that screen select the Screen ID by drilling down to Sales Order screen

Step 2: Now let's identify the step we need our automation, we need this for a new order type called "RM" Return Order (RMA) and you want to show the option to print only when it's RM and the status of this order is "Open"
Step 2a: From the Step Id drop down select the option "RM Open" which indicates when user select order type as RM and the status is Open then do the following automations

Step 3: Click on the Action tab as shown in the screenshot below, add a new line and from the drop down options select "Report" from the options and tab over, give it a menu name "Print RMA" and click save.
Now click the button "Fill  with Values" while the row being highlighted and in the field name enter @reportID and tab over to enter the report value as "RM.64.10.10" the screen ID and click close.

That's it you have attached an existing report to Sales Order screen, and when the conditions is met this report menu option is exposed or enabled, so users can run the report seamlessly from sales order screen.

If you need Acumatica Customizations or development projects reach out to InfoSourcing, Acumatica Certified Partner




Comments

Popular posts from this blog

Acumatica Snapshot creation without switching on Maintenance mode Warning

New Security Feature: Snapshot creation without switching on Maintenance mode.

One of the really cool things for System administrator dealing with Acumatica is taking snapshots and being able to re-create another instance or Company, however this led to creating bad records or corrupted data as we are taking snapshots other users might be using the system and there was a good chance of data corruption.

In the latest release 2017 R2 Acumatica now warns user with a message "The snapshot may contain corrupted data because you are not in maintenance mode." letting you know not to take snapshot of the live instance without switching the maintenance mode.



Step 1: Navigate to System --> Management --> Apply Updates, click on the button "Schedule Lockout" and specify the reason for lockout 

Step 2: Navigate to System --> Management --> Manage Companies and click on Create Snapshot

Step 3: Don't forget to remove the lockout. 

Such incremental features allows Acu…

Manage 3dCart Orders, eCommerce distribution made easy with Acumatica Cloud ERP

Selling Online should be as easy as shopping itself - 3dCart.
While we say managing 3dCart orders within Acumatica should be as easy as a click.

Our custom integration package for 3dCart allows business owners to download orders from 3dCart shopping software into Acumatica Cloud ERP for distribution and processing of orders.
We just did build an import scenario or API/Web service to download orders, instead we built the framework to accommodate your growing business, multiple websites orders can now be processed in Acumatica, that's the power of Acumatica framework.

We have several options for order processing in Acumatica
a) Manual type the order - nope old style
b) Import scenario allows to import orders exported from your ecommerce site - Still is bit manual to export/import process
c) Using Web services build an interface to connect multiple websites to import open orders - right way to scale your business.

Acumatica-3dCart Integration We built 3dCart integration with Acumatic…

Acumatica eSignature Plugin - New Updates - 2017 Ver 1.5

eSignature for Acumatica, new updates coming soon (Jan 2017), we have enhanced this plugin with configuration screen allowing our users to control how signature is captured.

Proof of delivery feature is most commonly used in the industry and we are constantly looking to enhance this plugin.

UETA and ESIGN Act
Both the United States Electronic Signatures in Global and National Commerce (ESIGN) Act, and the Uniform Electronic Transactions Act (UETA), have four major requirements for an electronic signature to be recognized as valid under U.S. law. Those requirements are:
Intent to sign – Electronic signatures, like traditional wet ink signatures, are valid only if each party intended to sign.Consent to do business electronically Association of signature with the record Record retention – U.S. laws on eSignatures and electronic transactions require that electronic signature records be capable of retention and accurate reproduction for reference by all parties or persons entitled to retain…