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Acumatica has confirmed that you cannot use automation steps to add a custom report to the drop down reports menu on the AP30.10.00 screen. Do you have any ideas on how to do a customization in order to get a custom report added to the reports drop down on that screen?
Is it specific to that screen only? I know that you can do it for other screens. You just can't control what parameters get passed to the report.
However, I'm pretty sure that I heard them mention something about the ability to pass parameters during the recent xRP Summit Roadmap session.
My notes from that session:
https://www.augforums.com/product-platform-roadmap-xrp-summit-2018/
It is specific to that screen that I have found so far. You can use the automation steps on the invoice entry (AR30.10.00), SO entry (SO30.10.00), PO entry (PO30.10.00) to add a custom report to the drop down, but on the AP entry form (AP30.10.00) you cannot. I wanted to see if anyone had successfully created a customization to get a custom report on the drop down in that screen and if so how they went about doing it.
Tim, did we ever have a guide to to pass a specific (custom) field to the report?
I see that it is hard-coded into the graph but wondering how to go about tweaking the customization?
This guide kind of goes into it but wasn't generalized enough to apply it to sales orders:
http://asiablog.acumatica.com/2017/08/adding-new-report-button-on-invoices.html
Ah, figures. I've also had trouble with Automation Steps on that screen. I guess it makes sense, it was probably one of the original screens in Acumatica since Accounts Payable is one of the first modules to get coded in any ERP system.
You might try StackOverflow for help with a customization since that area is monitored by developers.
Thanks Ahmed for the link. I think that's the answer to Jean's question. Just needs to be applied to the AP screen.
About the parameters, I agree with you, sure seems like the parameters section in the 4th screenshot would be the key to getting it to work. But it's a little too much C# for me to handle unfortunately.
In Acumatica 2019 R1 you can now do this with a Customization Project:
You can even control the Display Name, the Window Mode which controls how the report opens (Same Tab, New Tab, and Pop-Up Window), and what parameters get passed to the report which is pretty cool:
After publishing the Customization Project, you'll see the custom report. In my example, clicking the report will open it in a new tab and pass TAXILLINOI to the Vendor parameter:
This is great to see. Looking forward to trying it out.
Has anyone scene when adding a report via the Customizations the Parameter Name does not become available? It shows up on a couple of our reports, but not all the reports that we are linking. Very weird.
Thank you!
@sblumenthal - yes I have seen this at a client. I have not been able to figure out why. For the few reports I just told the client they'd need to run from the module menu. But very annoying!
@kdyoung We actually figured it out. It has to do with permissions on the report. We basically had to give the report full rights for all users and once we did that it worked fine. We reported this to Acumatica.
@sblumenthal - Full rights for ALL users? That is odd! What is even more odd is that for us it wasn't all reports - just some seemingly random. I will try that out.
Thanks!
@sblumenthal - FYI - In our case all I had to do was give rights to the Administrator role. Once I did that the parameters were available.
Hi Guys, is this customisation still an option in the later versions ?
i don't get the main properties like in the above example that @Tim shows
