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Purchase Order lines without Alphabetical Order by Inventory ID

  • 4 February 2023
  • 2 replies
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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.

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Best answer by Laura02 6 February 2023, 13:43

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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. 

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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.

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