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Questions Distribution Documents (Bill of Lading, Export Documents)

 
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Last Post by Tim Rodman 8 years ago
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Fred Reiter
Posts: 16
 Fred Reiter
Topic starter
March 19, 2018 10:57 am
(@wfreiter)
Eminent Member
Joined: 6 years ago

Has anyone created reports for shipments in the format of Vics Bill of Lading or any Bill of Lading?

Also looking for any Export Documents/Commercial Invoice samples for Customs as well.  

And while we are at it, anyone know how to add reports to the "Play" button so I can get multiple to print based on a specific status or field.

I would like to print all Bill of Ladings for example for a specific carrier/date.  

Thanks


3 Replies
Tim Rodman
Posts: 3204
 Tim Rodman
Admin
March 20, 2018 12:02 am
(@timrodman)
Famed Member
Joined: 11 years ago

I haven't, but I would think that creating such a detailed report in Report Designer would be doable, just tedious.

With Bills of Lading, if there are a number of variations in the format, I think an acceptable alternative is to do it in Excel with an OData connection so the data can be refreshed from Acumatica data with the click of a button, but you still have the flexibility of Excel which is especially useful with ProForma Invoices or international shipping scenarios where you need to "fudge" some numbers.

Regarding the "Play" button, I'm not sure what you mean. Can you include a screenshot?


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Fred Reiter
 Fred Reiter
(@wfreiter)
Joined: 6 years ago

Eminent Member
Posts: 16
March 20, 2018 9:31 pm
Reply toTim RodmanTim Rodman

I call it the play button, maybe the process button.

How do you add items to the list?


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
June 26, 2018 10:28 pm
(@timrodman)
Famed Member
Joined: 11 years ago

Yikes! I missed this post. You can add screens to the play button using the Site Map screen, but I think that maybe you want to add a processing type screen. For that, you would need to do a customization unfortunately.


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