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Assign Report Version to Company/Branch

  • January 25, 2023
  • 2 replies
  • 81 views
R
Jr Varsity II
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Is there any way to assign report versions of the same report to different companies/branches. I have seen a few workflow related solutions but wasn’t sure if there was a simpler method before going down that path. 

Best answer by BenjaminCrisman

Hi @rebeckamckinney53! Only one version of a report can be active at a time, so if multiple processes will be running the same report then they would all be using the same version. the only way to circumvent this is to save the needed report to the server as a new reportID and then this report can have the active version needed for Company B, and another report saved with active version for Company C, etc.

Have you tried something like this?

    2 replies

    BenjaminCrisman
    Acumatica Employee
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    • BenjaminCrisman
    • Acumatica Support Team
    • Answer
    • January 25, 2023

    Hi @rebeckamckinney53! Only one version of a report can be active at a time, so if multiple processes will be running the same report then they would all be using the same version. the only way to circumvent this is to save the needed report to the server as a new reportID and then this report can have the active version needed for Company B, and another report saved with active version for Company C, etc.

    Have you tried something like this?

    Kandy Beatty
    Chris Hackett
    R
    Jr Varsity II
    Forum|alt.badge.img

    Hi @BenjaminCrisman! I have not tried that. I think I wouldn’t have a problem creating a new report ID, but I have never needed to assign a report like that before. I would assume it is probably something you can do under customizations. Do you have any documentation you would recommend looking over for something like that?

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