Solved

Purchase Order lines without Alphabetical Order by Inventory ID

  • 4 February 2023
  • 3 replies
  • 212 views
L
Userlevel 1

Hi Team , Do you know how to modify the original Purchase Order Report to list the items in the order were originally added and not list them alphabetically by Inventory ID? The system currently does it for Sales Order Report but not for Purchase Orders.

icon

Best answer by Laura02 6 February 2023, 13:43

View original

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @luispalmer 

Can you share which reports you are specifically looking at? There are a few different sales order and purchase order ones. 

Thank you. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
Rank
Badge +18

Hello @luispalmer ,

To change the sort order on the Purchase Order lines, open the report in Acumatica report Designer in your Testing tenant. Click File, Build Schema.

In the Schema Builder, go to the Sorting and Grouping tab and click on GroupPoLine in the upper-right corner. Change the Grouping Field Formula to replace Inventory ID with [POLine.LineNbr].

Save your changes as a new version of the PO Report.  Test a good number of Purchase orders to verify results, then save the report over to your Live tenant, again with a new report version and name.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
L
Userlevel 1

Thank you @Laura02, I was able to resolve it with your help. Sorry for the late response

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved