Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen
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:
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.