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Attaching Acumatica Report to Menu Through Automation Steps

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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 op…