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.
Answer
Purchase Order lines without Alphabetical Order by Inventory ID
Best answer by Laura03
Hello
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.
+17HI
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*.
+19Hello
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 Barber, WM Synergy
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