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custom report

  • April 19, 2022
  • 7 replies
  • 108 views
C
Freshman II

How long should it take to make an open orders custom report ??

Best answer by Naveen Boga

@Cetylite  Instead of going for a new custom report. There is already a Default Acumatica report available to fetch Sales Order Details.

Please find the screenshot for reference.

 

 

    7 replies

    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • April 19, 2022

    @Cetylite  You wanted to create a simple GI for the Open Orders? OR the Report Designer report?

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    C
    Freshman II
    • Cetylite
    • Author
    • Freshman II
    • April 19, 2022

    Report Designer report

    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • April 19, 2022

    Hi @Cetylite  You just wanted to show all the OPEN orders from the system OR you wanted to add a filters like below.

    1. Order Type
    2. Order Nbr
    3. Customer
    4. Order Date
    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    Naveen Boga
    Captain II
    Forum|alt.badge.img+19
    • Naveen Boga
    • Captain II
    • Answer
    • April 19, 2022

    @Cetylite  Instead of going for a new custom report. There is already a Default Acumatica report available to fetch Sales Order Details.

    Please find the screenshot for reference.

     

     

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    Chris Hackett
    S
    Freshman I
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    • sarah
    • Freshman I
    • April 19, 2022

    How could we add the Customer Ship To Location to this report?

    Sarah Bond
    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • April 20, 2022

    @sarah  Hoping you wanted to show the below default Location from the Customer record.

    If yes, in the report, you can join the BAccount/Customer table with the Location table using BAccount ID and Location ID to fetch the Location name. 

     

     

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    Chris Hackett
    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • April 20, 2022

    Hi @Cetylite 

    You may refer to the Reports designer documentation to get an understanding on using Reports designer. Here is the online help link:
    https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=e15a22db-126f-40f7-a362-e02a4ea7e4ad

    Also, you can give us a list of columns you want to see on your report. We can try suggest any existing best report (like the one @Naveen Boga has suggested) you can either directly use or can customize further. 

    Regards,

    VijayKumarU
    Chris Hackett
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