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Unable to Sort Groups in Report Designer (PM644000 AIA Style)

  • July 17, 2023
  • 6 replies
  • 263 views
kdavis45
Semi-Pro I
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Our client wants to have two separate continuation pages: one for the original contract, then one for any change orders.

 

I added a formula to group change orders separately - the client adds them in separate tasks starting with “CO”. This formula is working like a charm except the change orders always appear first. I’ve tried every group formula I can think of, changed between ascending and descending, etc., and get the same result every time.

 

Has anyone else come across this? If so, how did you address it?

 

First Group
Second Group

 

Best answer by BenjaminCrisman

Hi @kdavis45! The AIA report is not like other reports, in that it isn’t really meant to be customized.

From what I understand there is a structure/format pre-defined for how these AIA reports should look and so the ability to change the report by add/remove stuff from it is a somewhat restricted.

The data which runs in the report is actually fed to it directly rather than have the data be specifically pulled from the relations and filters, though these can still be manipulated it doesn’t mean the change will be reflected within the report unfortunately.

This is also why the report is not easy to get to in order to make these edits, it’s not an out of the box screen in the UI to navigate to, but instead is available to click to print from other screens so as to keep it from being easily accessed for editing.

Kristen Davis, Accordant Company LLC

6 replies

darylbowman
Captain II
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Do you have an additional sort order defined on the Sorting tab?

Daryl⚡Freelance Acumatica developer (MVPx2🏆) ⏩linkedin.com/in/darylbowman 🛒store.deftstrokesdev.com
Chris Hackett
kdavis45
Semi-Pro I
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  • kdavis45
  • Author
  • Semi-Pro I
  • July 24, 2023

Not currently, but I tried both ascending and descending project task CD and it didn’t affect the output.

Kristen Davis, Accordant Company LLC
BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • Answer
  • July 27, 2023

Hi @kdavis45! The AIA report is not like other reports, in that it isn’t really meant to be customized.

From what I understand there is a structure/format pre-defined for how these AIA reports should look and so the ability to change the report by add/remove stuff from it is a somewhat restricted.

The data which runs in the report is actually fed to it directly rather than have the data be specifically pulled from the relations and filters, though these can still be manipulated it doesn’t mean the change will be reflected within the report unfortunately.

This is also why the report is not easy to get to in order to make these edits, it’s not an out of the box screen in the UI to navigate to, but instead is available to click to print from other screens so as to keep it from being easily accessed for editing.

Chris Hackett
kdavis45
Semi-Pro I
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  • kdavis45
  • Author
  • Semi-Pro I
  • July 31, 2023

Understood @BenjaminCrisman - thank you for the clarification!

Kristen Davis, Accordant Company LLC
Chris Hackett
J
Freshman I
  • JimWare22
  • Freshman I
  • October 22, 2025

We need to adjust the sorting order, and is a requirement for our client.  Why is this considered solved, when it never solved the question?

BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • October 23, 2025

​@JimWare22 It is considered solved because the AIA is not able to be directly edited like this. If there is a specific reason or business case which should allow the form to appear different than the AIA standard, you may want to consider copying the AIA report and making a new one to use which is not using the same structure to feed the data into the report. I can’t say I’ve really tried to adjust the sorting in it, typically what I’ve gotten requests for is to add some data to the header, replace some header data or something along those lines.

Have you actually tried to adjust the sorting and it didn’t work?

​@Heidi Dempsey Would be able to probably take better feedback on this or explain why these edits aren’t available.

Chris Hackett
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