In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Creating a Printed Form when one does not exist
I am looking to create a printed for for AP Debit Adjustments. Currently there is no "nice" printed form available to be able to create a PDF and send to supplier for Credits we would like to initial. We are having to wait for the vendor to send their own, but I would like to be proactive from time to time and send the vendor a "bill" in the form of a Debit Adjustment. I have the report designer and I believe I can just use a "template" form from Invoices or even the Additional Remittance Form. But when I have a template laid out and mapped to ACU field, how do I save it so it is visible under Printed Forms in the AP module?
This is fairly easy. Change the name in the save to something unique but similar to an existing form. When naming the saved name does not have to be that standard 8 alpha. It can be longer. Example custom sales order. Acumatica screen id is so641010.rpx. Save your version as so641010tst.rpx.
Always save a new version by selecting the check mark.
Once saved go to Site Control Screen.
I normally would look up an using the screen id so641010.
Add a new line below. Save your changes
Not all heroes wear capes sir!
You can also add it to the REPORTS area on the screen by using a Customization Project. In the Customization Project, expand the arrow next to the screen and go to Actions, then add a Report action.