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.
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).
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).
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.