Ideas for Acumatica

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The ability to run the AIA invoice within the project screen.

This has come up multiple times on demos.  The ability to create AIA proforma invoices and invoices from the projects screen instead of having to exit the project and run it from the construction space.  This creates a more efficient workflow by having increased functionality within one screen.

  • Kathy Sherman
  • Dec 4 2018
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  • Admin
    Feedback Admins commented
    10 Jun 22:00

    'AIA REPORT' button has been added to Projects / Invoices and Pro Forma Invoice Entry with 2020 R1.

  • Joel Hoffman (Product Manager - Construction) commented
    November 15, 2019 19:06

    Kathy,

    New functionality was added for screen customization with 2019 R1.  The new capabilities include; Running a Report, navigating to an existing record, navigating to a form for creating a new record, Enable/Disable/Viewing of fields.

    I was recently reviewing the enhancements, and adding a report to the Projects screen was easy to do.

    Search for ‘automation’ within Product and Developer Release notes, as well as ‘Customized Screens’ within the Acumatica Customization Guide for additional information.

    Joel

  • Joel Hoffman commented
    November 14, 2019 19:16

    With 2019 R1, we've expanded screen customization to include 'Actions', which can include Running a Report, Navigating to a list of records, Navigating to a form to create a new record.  Within the Acumatica Customization Guide, navigate to 'Customized Screens/To Add an Action' for more details.  More information available within the developer and regular Release Notes as well (search for Automation Improvements).