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Automate Your Acumatica Reporting with Delegate Methods

This content explains how to streamline Acumatica reporting by automating parameter inputs using delegate methods, saving time and reducing errors. 

(a) Challenges

Many Acumatica users face the frustration of manually inputting parameters every time they need to open a report. This is especially cumbersome when the required parameters are already visible on the screen they are working on. The process is inefficient and prone to errors. This manual process becomes even more problematic if a user has to generate multiple reports daily. This can become a significant time sink, impacting overall productivity. Users need to manually add all parameters each time, which can be repetitive and tedious. Typing errors can lead to inaccurate data in reports and make the whole process unreliable. 

(b) Solution and Benefits

The solution is to use a delegate method to automate parameter passing to reports. A delegate method is a helper function that automatically retrieves the necessary parameters from the current screen and sends them directly to the report. This eliminates the need for manual data entry. The delegate method gathers all the required information from the screen and then uses specific syntax to instruct Acumatica on how to use this data to populate the parameters. 

Here are the key advantages of using delegate methods for automated reporting: 

  • Time Saving: The delegate method eliminates the need to manually enter parameters each time a report is opened, saving significant time. 
  • Accuracy: By automating the process, the risk of human error is drastically reduced, ensuring reports contain correct and up-to-date information. 
  • Efficiency: The report opens in a new tab with all parameters pre-filled, creating a seamless and efficient user experience. 
  • Convenience: Users can quickly generate reports without the hassle of clicking around and manually typing in data. For example, if you’re viewing a customer’s order details and want a report of their past purchases, the delegate method will automatically grab the customer ID from the screen and populate the customer ID parameter in the report. The report is then generated with the correct customer information. 
  • Streamlined Workflow: This automated process helps to optimise workflows, making day to day activities more productive. 

Tayana Solutions’ Expertise 

Tayana Solutions, where Giri works as an Associate Software Engineer, has developed this solution to improve Acumatica reporting. Giri, who has 7 years of experience with Acumatica, has a deep understanding of the platform. Tayana Solutions is an Acumatica partner that specialises in helping clients implement, customise, and support Acumatica Cloud ERP. The company offers various services, including resolving support cases, aiding onsite consultants, and optimising processes, all designed to improve user satisfaction at an affordable price. Tayana Solutions can assist businesses in optimising their processes, offering solutions like this delegate method for automated reporting. Contact Tayana Solutions to explore how they can help you improve your workflows and efficiency.