Here is the scenario I ran into:
A Client changed financial institutions and required new checks. The New batch of checks had a slight variation from the original one. How do we make this change?
The Solution
In order to make the change, you need access to the Acumatica report designer. This is a standalone program that allows you to make changes to printed reports in Acumatica.
First, we need to know the form used in Acumatica for checks. This is found in Banking —> Payment Methods —> Check —> Settings For Use in AP
From the above, the form we need to adjust is AP.64.10.00.
Next, we open Acumatica report designer and navigate to the form we want to edit. In Acumatica report designer, go to File —> Open From Server
Enter the path for the Acumatica instance, User and password, and the form name (AP.64.10.00)
Once the form loads you should see the following:
Making changes to the field location will result in a change to where the field prints.
The fact there are two footers gets me every time. We need to make the changes to both footers!
Once the changes are made (to both footers), in Acumatica report designer, go to File à Save To Server
In Acumatica, do a test print on a blank sheet of paper and matchup the printout with a check. Make further changes until you get the desired result.
For those of you on 2020R2, the “SelectedVendorLocation” DAC has been replaced with “Location” DAC. So if you are customizing the AP check in 2020R2 you will need to change the DAC for it to save.
Should you have any questions or help with this please contact us here at Central Nervous Systems.
Shah