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Project Quote Form

March 15, 2014 by Tim Rodman

Michael Coman started a discussion on how to create a Project Quote form in Acumatica over on the Acumatica ERP Software User Group. I came up with something very simple which hopefully will be a good start. This was my first experience actually doing a real report/form with the Acumatica Report Designer. It definitely has a long way to go before becoming a user-friendly report designer like Crystal or SSRS. But, it is pretty flexible and, once you get the hang of it, it’s not too bad.

First I opened Acumatica Report Designer on my Windows Start Menu.

 


Acumatica Report Designer - Project Quote Form

 

I’m not sure how to preview a report in the Acumatica Report Designer, so I first created a place for it using the Site Map (SM200520) screen. I called my screen Project Quote and used a screen code of PM625000. I’m not sure if there is a way to auto-generate a screen code so you can make sure that you don’t wind up picking one that is already in use (that would be nice).
Acumatica Report Designer - Project Quote Form

 

Next I opened the Acumatica Report Designer program and started building my Project Quote report. When I wanted to view it, I would just pick File -> Save To Server… and save it with the report name of pm625000.rpx. Then I would refresh my Project Quote (PM625000) screen in Acumatica to see what the report looked like. It took me a few hours, but I eventually came up with something that looks like this (example is using the FPPCR00001 project in the Demo company).
Acumatica Report Designer - Project Quote Form


You can click this link to download a .zip file that contains the pm625000.rpx file

 

My original mockup looked like this, but I didn’t take the time to make the Acumatica version as nice looking. Still, it was a fun exercise.
Acumatica Report Designer - Project Quote Form

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica ERP Software User Group, Acumatica Project Quote, Acumatica Report Designer, Acumatica Training

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