Acumatica Quick Tip: How to Add Forms to Your Entry Screens

Do you or your customers have multiple forms for Sales Order or Purchase Order entry? If so, here is how to add the forms in Acumatica Cloud ERP to the reports menu on the screen so you don’t need to open another screen.

Step 1 – Create the other form

Create your other form and add it to the menu. When you add it to the menu, make you get the Screen Number which is shown in the URL.

Step 2 – Modify the Automation Steps for the screen

Below you will see that we added to the Sales Order Module Screen, with the Step ID of Purchase Order, a Report Action called Purchase Order. Make sure you click on “FILL WITH VALUES”

Step 3 – Complete the Fill with Values screen as below

Contact us if you have any questions or would like more information about the features and enhancements in Acumatica Cloud ERP.