Today, I want to tell you and demonstrate how to pass values from a subreport to the main report. We will be creating a simple report from scratch so that you can see each step and notice any potential pitfalls that you might encounter.
For example, we will create a new report named IQ000001.rpx. This will be our main report, where we will display the OrderNbr of Sales Orders pages. Additionally, for demonstration purposes, we will display the OrderQty of all SOLines in the same report and the CuryExtPrice in a separate subreport.
- let's create the report IQ000001.rpx.
We need to add the DAC that will be used.
Also create a relationship between the tables:
Then add the parameter by which we will display the Order we want to use.
Warning: I've set the Default Value to the OrderNbr that exists in my system. Please be attentive and replace it with your own number.
And finally, let's add a filter based on our parameter. I will hardcode the parameter for the sake of simplicity in this implementation.
Once the work with the Build Schema is complete, we should add the necessary fields to the layout. We will also add SubReports to the layout, but we will implement them a bit later. Then, we can save the report.
We can see the result using the designer.
Developing on Acumatica can involve various tasks such as customizing existing features, creating new modules or integrations, and building custom reports. Today, I want to show you how to create your own report and add a field to it using the Report Designer.
First of all, when you installing the Acumatica ERP Installer wizard, you must select the "Install Report Designer" checkbox, which is empty by default. After installation, launch the instance and Report Designer. This is what it looks like
Then you need to load the database by pressing the F3 button or click File -> Build schema. In the Enter Web Service URL to Load WSDL Document box, enter URL of your Acumatica ERP website, in Password box -> your password, and in the Login box-> your login, if you have a few companies you need to specify it after “@” like this login@company. After that press Load schema button you need to determine which field you want to add and which table it belongs with help of Inspect Element. For instance I want to add field OrderNbr of SOOrder DAC.
Search for the SOOrder table and click “>" and “OK”.
Now that we have built the scheme, we can add fields. Click “Fields” and drag the required field to one of the sections.
Save the report by pressing a combination of buttons “Ctrl + R”or clicking “File -> Save To Server”. Name our report and click “OK”.
Now we need to add our report to Acumatica menu on “Site Map” form.
Add new row: choose ScreenID that hasn’t been used before. Then enter Title, URL, Workspace and Category.
Find our report and run it by clicking “RUN REPORT”.
And Voila, there’s our report.
The article explains how to create a custom report and add a field to it using the Report Designer in Acumatica. The first step is to install the Acumatica ERP Installer wizard and select the "Install Report Designer" checkbox. Then, the user needs to load the database by entering the URL of their Acumatica ERP website, their login, and password, and clicking the "Load schema" button. After that, the user can add fields by clicking "Fields" and dragging the required field to one of the sections. The report can be saved by pressing "Ctrl + R" or clicking "File -> Save To Server". Finally, the report can be added to the Acumatica menu on the "Site Map" form and run by clicking "RUN REPORT".