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I am trying to create a Receipt to be able to be printed when a Cash Sale is done in the AR Module. Although I can get a generic inquiry to show the correct information when I try and get it to show in a form that is pulled up from the reports drop down of the Cash Sale no information is displayed. If I try and print the out of the box invoice/memo form from a cash sale it also does not pull in any information. Any ideas? I have tried it with just the ARCashSale, ARTran tables and also with the ARCashSale, ARInvoice and ARTran and cannot get it to pull values into the report no matter how I try and do it I have attached the report
Hi Jean,
Are you trying to launch the report from the REPORTS -> Invoice/Memo Form option on the Cash Sales (AR304000) screen?
The trouble with this screen is that it doesn't appear that the info is getting passed to the report.
When you use the REPORTS -> Print Invoice/Memo option on the Invoices and Memos (AR301000) screen, it correctly passes the information to the report. To see that, you can click the pencil icon after the report runs like this:
Then you click on the Additional Sort and Filters tab and you can see the data get automatically populated in the Additional Filtering Conditions area like this:
But when you try to do the same thing using the REPORTS -> Invoice/Memo Form option on the Cash Sales (AR304000) screen, it doesn't populate the information on the Additional Sort and Filters tab.
As far as I know, you can't change this behavior without customization. The default behavior is baked into the screen.
You are able to open up the functionality in the Automation Steps (SM205000) screen, click the FILL WITH VALUES button, and change the Report ID that is being called like this:
But, as you'll notice in the screenshot above, you can't change what information is passed to the report.
So, as far as I can tell, your report can run, but I'm not sure how to run it from the Cash Sales (AR304000) screen without a customization.