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Conditional sales order invoice form based on order Type

  • 24 July 2023
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michellehesketh58
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I have a customer with a very highly customized Sales Order Invoice form and needs to find a solution for improving the performance of printing the report.  The customizations are specific to an Order Type - format 1 prints for “RO” orders and format 2 prints for all other order types. Creating 2 unique report formats is one option however we would like a solution where the system automatically selects the correct report when the print action is selected.

Please let me know if you have any ideas.

Thanks!!

Michelle

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Best answer by darylbowman 24 July 2023, 22:04

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darylbowman
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I have a client who wanted to print different Invoice styles for different types of Orders. It wasn’t as easy, in their case, as using the Order Type, so I had to add a custom field for them to specify which version they wanted. Then I simply customized the Invoice report to show or hide the sections they wanted to see based upon the style. For instance, I duplicated the ARTran section three times and changed which fields would show in each section. Then a simple visibility statement determines which one is shown.

Another way to go could be to customize the report action to conditionally launch one report or another. I believe this would need to be a code customization.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman

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