Replies posted by mikeschmitt81
Hi DaniDo you have a mock-up of where you'd like to add the fields?You can make the changes using Report DesignerHere’s an example using the Billing Contact Phone number. Add the text box and select the Phone1 field. Here is some additional info on Report DesignerPrinted forms are developed with the Acumatica Report Designer app. You can use this app for modifying existing forms as well.Here is link to the documentation https://help-2021r1.acumatica.com/(W(17))/Help?ScreenId=ShowWiki&pageid=24b77bbe-0eb3-4d37-9350-071ae5743571Also, you can reference the S150 Report Designer course at Open Uni https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/ Mike
Hi DaniYou’ll need to download Acumatica Tools from builds.acumatica.com and download the version specific to your build. Example: Here is a link to how to install Acumatica ERP Toolshttps://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=6b8a047e-4a7c-435f-b30c-265509560a70 The Report Designer utility takes some time to learn however lots of great on-line videos and tutorials are availableLet me know if you need some helpMike
DaniOne tip, ensure your User ID has the Report Designer role. This will allow you to edit a report from the screen Be sure to save to a NEW version (there will be a checkbox in Report Designer) when you save the report) and always select the report from the Report Versions tab if you want to make more changes. Save often! I recommend you make changes to a test tenant and once working move the report to the live tenant 😁Especially as you are doing your first few reportsMike
Hi DaniReportDesigner is one of the pre-defined roles. You can always open the report directly from Report Designer - just need the URL and Report ID - having the ability to edit the report from the screen makes it quicker to open the report . Go to Users, select your User ID and select the ReportDesigner role.
Hi Dani,When saving the changes and selecting Save to Server, enter a description and select Save as new versionYou should always save a copy to your local drive in case the changes break the report and it cannot be run. You’ll be able to restore the original version Then to make more changes later, on the Report Versions tab of the form, highlight the version and click Edit Version. You can also delete it. Be sure to take some time to review the training material.Mike
You can download AcumaticaTools from builds.acumatica.com Select your specific version and build.When you run the installer, select DeviceHub You could also install AcumaticaERP locally Here is a link to additional documentation on how to configure it once installedhttps://help-2022r1.acumatica.com/(W(1))/Wiki/ShowWiki.aspx?pageid=236e58a0-0f90-429b-9a30-ad09bfcb5f93
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