Adding Subreport to Project and Sales Quotes that is terms and conditions

Hi ​@SusanWishon,

First, make sure you save the subreport in the Acumatica instance/tenant where you want to add it to the Sales Quote and Project Quote reports.

I would also recommend testing the subreport independently before adding it to the main reports:

1. Add the subreport to the Site Map temporarily and provide the appropriate access.
2. Run the subreport directly and verify that it produces the expected output.

Subreport

One thing I noticed in your subreport is that the required joins are missing. I believe you need to add at least one join with a dummy value in the filter so that the subreport data is not repeated.

For example, you could add a join between PMQuote and BAccount, and use a filter such as:

PMQuote.QuoteNbr = '<one of the existing quote numbers>'

This should give the subreport a record to work with and allow the data to repeat as expected.

Adding the Subreport to the Quote Report

Once the subreport is working correctly on its own, add it to the Project Quote (PM604500) or Sales Quote (CR604500) report under the Group Footer section.

Set the following properties on the Group Footer:

• KeepTogether: False
• PageBreak: Before
• PrintAtBottom: True

If your report already has totals or subtotals in the Group Footer, you can duplicate the Group Footer section and place the subreport in the duplicated section so the existing totals/subtotals are not affected.

I have attached the following files for your reference:

• Your modified subreport
• Updated Project Quote (PM604500) report

I hope this is helpful. Please let me know if you have any questions or run into any issues while implementing it.

Thanks!