I tried this a few months ago but they didn’t like it and hated the idea of having 2 separate lists in Sales Order Module. They want one list, many tabs where they don’t have to open more and more separate web pages tab. This customer has over 100 users and like I said before, SO is only one of the examples they want us to change. There are many other PL’s that they will want this. Doing this will create a lot more options in their module menus or maybe a whole entirely Module for HISTORY only, hmnn.Happy Customer, Happy life- thanks. :)
I THINK I JUST FOUND IT!! ON GI I set the Top records, it shows the amount of records I want, with a warning that is limited, but I entered a search of a SO number not on top 1500 records and it found it! let me test it with them….
I think this is the solution- OMG!!
Thank you both @ericwolfe74 and @jeff96 for your kind suggestions.I think putting an amount in Top Records will work wonderfully for my client and the other 2 options suggested I will keep in mind. Hope this helps others in the community.Thank you.
Hello @skalb11, I installed W2PDF for desktops as a trial in my client’s Print server.This adds W2PDF as a printer and has a Desktop App. From the desktop app, I changed the Auto Save options, making sure to Auto Save, give a destination folder and title for the Document, in my case a WO plus # and Date. Make sure to add this printer to Device Hub and Printer’s page in Acumatica.Extra notes: because these PDF’s are saved in the print server and no users have access to these files, we don’t need to keep them there. I created a Bat File that will delete the PDF’s every night to clear up space and clutter.As you can see here, so far they have printed 11 docs, they have all been saved and tonight those PDF’s will be gone. Note: btw, I keep using the trial version- but I have my Server version ready in case something fails :)Hope this helps.
Good luck! and let us know if you find a way w/o 3er party.
Let me add, the PDF solution I did was because 1 user didn’t want the system to automatically print it and if I unassigned the report from a printer, then he’ll the the preview- so that is the solution for the PDF saving. With that said, my developers created a Printer List and Print Assignment screen in order to maintain and control automatic printing w/o previews that will work with Device Hub. Any report we add to the Report List will be an automatic print thru DH, no preview. On Print Assignment, that’s where we tell it if it’s by user, by printer or a combination and if there is a case that one report is married to another and we don’t need users to confirm…This is the Report List screen: and this is where I assign it:These are reports that will be sent to different printers, diff. locations when it’s not 1 report to 1 deft. printer. We got really creative.
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