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Customer Invoice - PDF Renaming

  • November 4, 2021
  • 1 reply
  • 156 views

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Afternoon,

I’ve seen this asked a few times however, I still can’t find any examples to fulfil this requirement. I’m wondering if someone can help.

I’m attempting to rename the Customer Invoice (CUSTOMER_ORDER_IVC_REP) to the invoice_No. Instead of the file returning as a blank name.pdf it would instead display 12345678.pdf(an Invoice number).

Please note, we’re using a crystal report instead of the default IFS report (I suspect most customers are)

When I attempt to click ‘Print’ on the report format & Output and click ok I seem to get an issue.

I thought the configuration below would work however, it seems to report an issue:

Config:

 

Issue I’m receiving:

Any ideas on to fulfil this requirement?

1 reply

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • November 4, 2021

It looks like IFS is trying to save the report as a PDF in IFS Document Management and the error says it cannot find the document it should save the PDF file to. Unfortunately I think that functionality is a bit limited in Apps 9 and I am not sure if that flow works fully or not. Check what the documentation says about this under the report rules.