I have a customer who prepares statements monthly and distributes via email and mail. They utilize a 3rd party printing service that requires all multi-page statements to be isolated from single page statements.
Would love to filter by mutli page first and single page next or something along those lines.
Is there a way to do this utilizing the =PageOf function, some kind of grouping, or something similar?
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Note: This response was generated with a help of an AI tool.
Yes, you can definitely achieve this by using the =PageOf() function in Acumatica, but with a clever combination of grouping or custom formulas in your report to differentiate between multi-page and single-page statements. Here’s how you can approach this:
Steps to Filter Multi-Page and Single-Page Statements:
Use the =PageOf() Function:
The =PageOf() function can be used to determine the total number of pages in each statement. It returns the current page number as well as the total number of pages (e.g., Page 1 of 3).
You can leverage this function to check whether a statement contains more than one page.
Create a Custom Formula:
Create a custom calculated field in your report that uses the =PageOf() function to detect whether a statement is a multi-page or single-page document.
For example, you can create a formula that checks if the total number of pages is greater than 1. Here's an example of how you could set this up:
Replace oStatementField] with the actual data field you are using to generate your statements.
Group the Report by Multi-Page and Single-Page:
Once you have the custom formula to identify multi-page and single-page statements, you can use this field to group your report data.
Group all multi-page statements first, followed by single-page statements. This allows you to easily separate and filter them based on the number of pages.
Sort or Filter the Data:
Apply sorting to prioritize multi-page statements. If your report has multiple rows of data, you can sort the report based on the calculated field (the "Multi-Page" or "Single-Page" field).
This way, you can either export or review the multi-page statements before moving on to the single-page statements.
Example Process:
In the Report Designer, add a calculated field to the detail section of the report:
Group the Report based on the calculated field (multi-page or single-page).
Sort the grouped data by the calculated field so that multi-page statements come first, and single-page statements follow.
Conclusion:
Using the =PageOf() function with a custom formula, you can group or filter the statements into multi-page and single-page categories. This will allow you to easily export, print, or send the statements based on the number of pages, and meet the requirements of the third-party printing service.
I got the formula to work and present either Single-Page or Multi-page as follows.
=IIf((PageOf] = '1 of 1', 'Single-Page', 'Multi-Page' )
However, now matter how I attempt to Group or Sort, even using variables I either get
Error: ‘PageOf’ field cannot be found or
No effect on sorting
Any Idea on how to get the grouping and sorting to work?