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 Snapshots - Uploading and restoring large files

In Acumatica ERP, you can create company snapshots containing your company’s full or partial data. Snapshots that can be saved locally in the same database, or at a specified location.

You can import and restore snapshot to another company, in this case test company, it's pretty handy tool very useful during implementations, customization and support/troubleshooting while you work with data.

You will occasionally run into few technical issues with snapshots, the newer version now needs you to keep all users logged out and in maintenance mode to take snapshot, link to blog article here.

Today we are going to discuss how to export and import snapshots which are larger in file size of above 1GB, this is not a limitation from Acumatica and more to do with constraint and default value set in IIS (Internet Information Server).
IIS by default allows uploading of a file size of 1GB and it limits the upload process and it can be tweaked to upload upto 4 GB file size and that's the lim…

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…

Acumatica Import Scenario - Importing Attributes

Acumatica Attributes are type of pre-defined custom fields that users can utilize in capturing data, validating or storing information across Customers, Vendors, Inventory and various other data entry screens such as Leads, Opportunities, Projects, AP, AR etc.

There are 5 different attribute types that you can store data in Acumatica

Text: A text box into which the user can type text (Control Value 1)Combo: A list box users can use to type or select options (Control Value 2)Not available :)Checkbox: A check box users can select or clear (Control Value  4)Datetime: An element for selecting date and time (Control Value 5)Multi Select Combo: A list box where users can select multiple options (Control Value 6)
You can manually configure each attribute by navigating to Configuration --> Common Settings --> Attribute screen and create attributes if they are fewer to keyin, however if you have large set of attributes that you would like to collect across different entities then your be…