+1We are adding another branch that has a very different quote form that they want to stay with. Grouping& sorting conditions are not the same as for other branches.
What would you recommend as the best way to get Acumatica use a branch-specific quote, SO or invoice? Please share your advice. Thank you!
Best answer by Kandy Beatty
Hi
Here is an older thread that may give you some ideas:
+18Hi
Here is an older thread that may give you some ideas:
+3Hi!
The way I have managed it is to duplicate the groups and detail sections on the report, for example, in this report I have the group headers and footers duplicated but with different visible conditions depending on the opportunitty type:
You can have as many duplicates of each section as you need and only show the sections relevant to your Branch.
Is this what you’re looking for?
+3Sorry! Just read that the grouping and sorting conditions are different for each one. But I think I have a way:
Use the original Quote Report to call subReports and control which of the subReports you’re going to print using the visible conditions. Each subreport will then have it’s own grouping and sorting conditions and will only share the page header and footer:
Hope this helps.
+1We ended up using Customer Mailing Settings for the form. Thank you
+18We ended up using Customer Mailing Settings for the form. Thank you
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