Blanket Child Report/Template

  • 31 May 2023
  • 1 reply

Userlevel 1

How to create a Template/Report which will combine Parent and Child Purchase orders with inventory Id’s.


Best answer by sweta68 1 June 2023, 11:53

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Userlevel 7
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Hi @cwilliams23 

To create a template or report combining parent and child purchase orders with inventory IDs in Acumatica, follow these steps:

  1. Access the Report Designer screen in Acumatica.
  2. Create a new report using the Purchase Orders data source.
  3. Design the report layout by adding headers, tables, and fields.
  4. Include data fields for purchase order numbers, inventory IDs, quantities, dates, etc.
  5. Configure the data source and establish relationships between parent and child records.
     a. Select the Purchase Orders data source.
     b. Establish relationships between the parent and child tables.
     c. Identify the primary table (parent) and related table (child).
     d. Use the Relationships tab to define the relationship.
     e. Specify join conditions based on common fields.
  6. Apply filters and sorting options based on criteria such as status or date range.
  7. Preview and test the report to ensure accurate data display.
  8. Save and publish the report for user access in Acumatica.

    By following these steps, you can create a comprehensive report that combines parent and child purchase orders with inventory IDs in Acumatica.

    Hope, it helps!



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