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Custom Printed Forms for AP Debit Adjustment

  • 2 March 2022
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Looking for info on how I can create a printed form for AP bills. Ultimately, we would like forms for all bill types but looking for immediate need for a Debit Adjustment printed for so we can send to a Vendor for a Debit Request (Credit Note to the Vendor). 

Has anyone had any success in creating these? I am a bit surprised these are not out of the box.

 

Thanks all!

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Best answer by lauraj46 3 March 2022, 18:14

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lauraj46
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Hi @byates,

New printed forms can be created using the Report Designer.  If you’re new to report building, you might take a look at the S150 course on Acumatica University.

To add the new form as an option on the Report menu of the document screen, take a look at this article by @Irina on how to accomplish this using the Workflow Engine.  It requires a customization project, but very easy.

https://community.acumatica.com/customization-and-development-72/how-to-add-a-report-under-the-reports-button-on-a-document-form-4211

Hope that helps!

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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Thank you @lauraj46, 

 

I will take a look at your suggestions. On the @Irina article, it is telling me I do not have access to view and I should contact the Community team. Is @Irina the contact to get access to that?

 

Again, 

Thank you for the information!

lauraj46
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Hi @byates ,

I’m not certain why you don’t have access to this article.  @Chris Hackett, can you help answer that question?

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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Hi @byates it appears you are not attached to your business account. I’ll contact you in private message. :relaxed:

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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