Solved

custom report

  • 19 April 2022
  • 7 replies
  • 94 views

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

icon

Best answer by Naveen Boga 19 April 2022, 20:02

View original

7 replies

Userlevel 7
Badge +18

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

Report Designer report

Userlevel 7
Badge +18

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
Userlevel 7
Badge +18

@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.

 

 

Userlevel 3
Badge

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

Userlevel 7
Badge +18

@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. 

 

 

Userlevel 7
Badge +11

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,

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved