How can a default report be setup to print out. In other words, if, in Sales Orders, we do a filter for all Repair Orders (RO Order Types), how can we ensure that a custom made Repair Orders form will print out instead of an Order Acknowledgement, or some other defaulted Generic Report. I understand that it may possibly be setup in the Sales Orders Preferences, but after that I am not sure how the process is further setup for a default report for a specific order type.
Answer
Using a default report
Best answer by lauraj46
Hi
You could accomplish this by adding a side panel on the Sales Orders generic inquiry. The side panel would be your report screen, such as the Order Acknowledgement. Pass the order type and number as parameters. On the side panel definition, set the visibility criteria based on order type. Add a side panel for each version, with the appropriate visibility. You can give them all the same name. Depending on the order type, the appropriate form should display in the side panel when the user selected that option.
Hope this helps!
Laura
+15
Are you referring above one?
Acumatica Functional Consultant & Customer Experience Supervisor
Not by customer, but by specific Order Type. We have a specific report designed for Repair Orders (RO) and would like to be able to filter the RO in the Sales Order. When the RO’s pop up, select one, click on the ellipsis to print. Select the print function and right now the Generic, Order Acknowledgement report will print unless we add the appropriate Report Designer *.rpx to the Sales Order screen using the Site Map. We’d like to not have the user(s) go anywhere except opening the Sales Order tab, filter out the needed Order Type, and use a customized report for that Order Type.
+8Hi
You could accomplish this by adding a side panel on the Sales Orders generic inquiry. The side panel would be your report screen, such as the Order Acknowledgement. Pass the order type and number as parameters. On the side panel definition, set the visibility criteria based on order type. Add a side panel for each version, with the appropriate visibility. You can give them all the same name. Depending on the order type, the appropriate form should display in the side panel when the user selected that option.
Hope this helps!
Laura
Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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