the above technique is a great way to add reports without dealing with Automation steps. however, it was annoying (to me) that the reports would only...

thanks for this info. the email drag and drop also works with Edge. unfortunately, it does not work with Chrome and Outlook an a Mac.

in case anyone else encounters this problem, Acumatica support provided the answer. the auto-increment value in the Lot/Serial Class must be formatt...