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Custom Report for Customs Invoice

  • January 28, 2022
  • 4 replies
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jens0910
Freshman I

Hi, 

I’ll start this off by saying that I am new to the reports designer and I am having trouble figuring out where to start.

 

We ship internationally fairly often and have been using the EasyPost integration in Acumatica for all of our shipments.  The integration will generate the Commercial Invoice from the carrier but it usually has incorrect values for items if they are a kit (it lists all the parts in the BOM of the kit with incorrect pricing instead of just listing the kit SKU).  As a result I am forced to download and correct almost all of the commercial invoices that are generated, which is a waste of time.

 

I would like to be able to create 2 custom reports, one that is a customs invoice, and one that is an SLI (shippers letter of intent).  I would need to display “Tariff Code”, item weight and possibly a couple of other attributes from the item.  I don’t see where I can add item attributes to the report, can anyone point me in the right direction?

Best answer by lauraj46

Hi @jens0910 ,

To see the Item attributes you need to refresh the schema in the Report Designer by going to File-->Build Schema.  Enter the credentials for your instance then click the “Load Schema” button.  You should then see the attributes.  If your attribute name is something like TARIFF, the corresponding field name will be TARIFF_Attributes.

Hope this helps!

Laura

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lauraj46
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  • lauraj46
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  • January 28, 2022

Hi @jens0910 ,

To see the Item attributes you need to refresh the schema in the Report Designer by going to File-->Build Schema.  Enter the credentials for your instance then click the “Load Schema” button.  You should then see the attributes.  If your attribute name is something like TARIFF, the corresponding field name will be TARIFF_Attributes.

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*.
jens0910
Chris Hackett
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deebhane
Semi-Pro I
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  • deebhane
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  • January 31, 2022

hi @jens0910 

Please refer the below blog that will help you to start on reports. 

Building your first report in Acumatica Report Designer (augforums.com)

Note : On the blog, the acumatica screens are pointed to old version.

 

Deebhan Hari E
Chris Hackett
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jens0910
Freshman I
  • jens0910
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  • Freshman I
  • 8 replies
  • February 9, 2022
lauraj46 wrote:

Hi @jens0910 ,

To see the Item attributes you need to refresh the schema in the Report Designer by going to File-->Build Schema.  Enter the credentials for your instance then click the “Load Schema” button.  You should then see the attributes.  If your attribute name is something like TARIFF, the corresponding field name will be TARIFF_Attributes.

Hope this helps!

Laura

Thanks, this did help.  

deebhane wrote:

hi @jens0910 

Please refer the below blog that will help you to start on reports. 

Building your first report in Acumatica Report Designer (augforums.com)

Note : On the blog, the acumatica screens are pointed to old version.

 

The end of this blog (to get the report into acumatica) Was confusing because the older version is nothing like the newer version that I am using.  Is there a tutorial on how to get the report onto a screen for a newer version?  Do you need to download another program to do it?

jens0910
Freshman I
  • jens0910
  • Author
  • Freshman I
  • 8 replies
  • February 9, 2022

Also, it there any way to preview the report in the report designer?

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