How to Create Custom Forms in Acumatica

Sometimes you need to craft a specific form for particular Acumatica customers or customer classes. This can be accomplished in Acumatica using the Mailing Settings and a custom form.

Let’s say you need a Pro-Forma Invoice form or a Quote form that is used by a service department and a different Quote form from an equipment department. We just need to create the new form using a unique report code and update the customers mailing settings.

Steps:

First let’s create a new form, I normally just open the form I want to duplicate and save it using a new name. In my example, we will be using the Sales Order form.

• Go to Sales Orders – Printed Forms – Sales Order
• Click Edit Report

• Enter the login and password to open the form using Acumatica Report Designer notice the report name is SO641010.rpx

• Once you have adjusted the report you will Save report under a new name. Below I saved it as SO641011.rpx. (Make sure to use a name that is not already in use)

• Now we need to add the new report to the Customization – Profiles – Site Map

• Note the Screen ID and URL uses the new report name

• We now can add this Report to Mailing Settings under a Customer or Mailing Settings under Customer Classes if it needs to apply to all customers in a class.

In Acumatica, custom forms are created to fulfill customer needs and keep an accurate record of their history. If you are interested in learning more about different Acumatica features or have questions, check out our blogs or contact us at 856-335-1010.

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