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Reuse the Same Invoice Report Designer template for both Print Invoice in AR and SO

  • 2 June 2023
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Good day, I would like to use the same report designer report in both the AR Print/Email Invoice that I just revised in SO Print Invoice.

I basically want the user to have the same report used in the Print Forms area.  Hate have to redo it.

 

Report version is here Sales Orders

 

I need also here:

 

Your assistance would be greatly appreciated.

Thank you

Evan

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Best answer by scottstanaland12 2 June 2023, 04:25

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Hi Evan,

We have this setup in Acumatica, and It can be done by pointing both menu options to the same report file in the Site map.

See the screenshot below for an example.

We created a seperate invoice form, but you could also just pick one of the OOB reports and point both menu options to that report file.

 

 

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@scottstanaland12 

Thank you very much.  it worked perfectly.

Evan

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