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Adding Product Configurator results data to a Sales Order and Sales Invoice

  • 16 September 2021
  • 3 replies
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Looking for help in modifying standard Acumatica forms such as the sales order and sales invoice to include all of the product configurator results data.  

For those using the product configurator, have you modified your forms?  There are instructions on Acumatica Help for adding the data, along with a pdf copy of what it should look like, we would like help in doing this for our client.

Please reach out if you would be able to assist.

 

Thanks

 

 

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Best answer by Debbie Baldwin 16 September 2021, 16:46

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I hope this helps you with your question. 

We have the following reports:

 

  • CR6045AM          - sub report: estimates for opportunity/sales quotes
  • SO6410PC            - sub report: configurations for sales order
  • SO6410AM          - main report: This is a copy of sales report SO641000 which already is wired up to SO6411AM to show estimates on sales quotes.
  • SO6411AM          - sub report: estimate details for sales quote

 

 

There is a help wiki on this topic: Adding Configuration Data to Forms

 

 

Thank you so much for your response.  That is great to hear. Please let me know where I can go to download these reports.

 

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You use the  Acumatica Report Designer to modify forms/reports.

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