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Invoice Project Phase report

  • August 20, 2021
  • 1 reply
  • 50 views

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We have customized the Alliance 15.3 Invoice Project Phase report, When the PDF document is produced during the invoice process as have picked up that the PDF document does not include the  report name. 

On investigation we found that the Alliance default report also exports without a report name. Can anyone assist with guidance on how we can add the name to the report using the report customizerand especially when the PDF document is produced.

 

 

Best answer by Susie Yao

Hi Lisa,

The exported file names for the Alliance reports are generated within the Alliance programs and generally it contains document ID (order ID, contract ID, Invoice ID, etc.), date and unique number.
For this reason, it requires the customization by IFS to include the report name.   
On the while, when you view the report within the application, it should display the report name on the report viewer tab.  If this is not happening, something is wrong.
Please contact your local Alliance support teams for both cases.

Regards,
Susie

1 reply

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  • Hero (Employee)
  • Answer
  • August 22, 2021

Hi Lisa,

The exported file names for the Alliance reports are generated within the Alliance programs and generally it contains document ID (order ID, contract ID, Invoice ID, etc.), date and unique number.
For this reason, it requires the customization by IFS to include the report name.   
On the while, when you view the report within the application, it should display the report name on the report viewer tab.  If this is not happening, something is wrong.
Please contact your local Alliance support teams for both cases.

Regards,
Susie