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Display only Proformas for a project

  • December 30, 2025
  • 4 replies
  • 20 views
wfilipiak67
Captain II
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I have a custom report to print information for Proforma Invoices selected for a project. 
The parameters are ProjectID and Proforma. 

The report parameter is searching the PMProforma table to get the ProjectID. 

I am struggling to have the profroma search for only the profromas for the selected project. 

This is how I have the second parameter setup. The search is working but ALL profomas are displaying not just the ones for the selected project. 


Thank you in advance for your assistance.

 

    4 replies

    nickcerri32
    Varsity I
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    • nickcerri32
    • Varsity I
    • December 30, 2025

    ​@wfilipiak67 What does your join look like in the  File > Build Schema > Relationships tab for the PMProforma table? 

    Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
      wfilipiak67
      Captain II
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      • wfilipiak67
      • Author
      • Captain II
      • December 30, 2025

      ​@nickcerri32 , 
      It looks like this: 

       

        nickcerri32
        Varsity I
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        • nickcerri32
        • Varsity I
        • December 30, 2025

        ​@wfilipiak67 my apologies, I didn’t understand at first, but now I get it.  You’re ProInv parameter isn’t filtering by the selection in the ProjectID parameter?  I think for this to work you’d need to build a custom DAC that filters the Pro Forma reference number by the ProjectID/ContactCD.  

        Based on the syntax you used in the View Name, you may have already seen these links.  If you notice in the first link, every instance where this works a FilterByXXX DAC (FilterCustomerByClass, FilterSOShipment, etc.) is used.

        Report Parameter dependent on another Parameter/Filter Customer Parameter to Parent Account – Acumatica Report Designer – Acumatica User Group Forums

         

        This appears to be confirmed by the Best Answer found here.

        Parameter Drop Down Box Filtered By Another Parameter | Community

        Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
        wfilipiak67
        Captain II
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        • wfilipiak67
        • Author
        • Captain II
        • December 30, 2025

        ​@nickcerri32 , I was hoping it would / could be like the sales order form.
        I’ll look at the other options.

         

         

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