Specified Report Template per user

Hello there Mrivera69,

This could be done pretty easily with a customization if you are or have access to a developer. You’d want to either define a new dynamic print action within an SOOrderEntry graph extension, or override acumatica’s default print button if you prefer. The code to do so would look something like this:

public PXAction<SOOrder> DynamicPrint;
[PXButton]
[PXUIField(DisplayName = "Dynamic Print")]
public void dynamicPrint()
{
    SOOrder order = Base.Document.Current;

    Dictionary<string, string> parameters = new Dictionary<string, string>();
    parameters["OrderType"] = order.OrderType;
    parameters["OrderNbr"] = order.OrderNbr;

    throw new PXReportRequiredException(parameters, "ScreenID", "ScreenID");
}

Note that you would want to replace ‘ScreenID’ with the ScreenID of the report you are trying to print. So to make it print dynamically you would want to write logic to determine the current user’s role before you throw the PXReportRequiredException. If wanted to be really fancy, you could also customize your roles screen to add a field for reportID that you can then pass in as the ScreenID in the above code segment. This way you can change what report prints for each role without having to modify the code again!

One thing to keep in mind is that typically users will have multiple roles, so that may complicate your logic to determine which report to print for a given user, which is why I didn’t get more specific into solving that issue.

Anyway, hopefully this helps you. Have a happy development!