Ability to batch statements in IFS Cloud

Hello @shs7 ,

I also had an issue with statements and every customer received statements from all customers. This is why I made a migration job that generates a statement using one customer number at a time:

and then event action for standard event: PDF_REPORT_CREATED:

The email subject and body are in in Polish but I believe you can still learn the principle.

If you like I can share the migration jobs and all details with you.

Regards,

Kajetan Guzy Polska

Hello,

I attached you the jobs and description how to import them and what needs to be adjusted.

We have been using IFS since 2011 and migrated to cloud March 2023.

Regarding the printing, as far as I rememeber we had some issues related to the facts that:

1. print agent must be installed as local admin
2. it is very sensitive to the folder name, no spaces, not subfolders, the best would be C:\PA (Print Agent)

For emailing issues, it turned out that middleware server did not have any entries in the host file and this was why it did not know dns server. It was sorted by adding out DNS server IP. We use office365 account without MFA. It happens randomly that some invoices are not sent and we can not find a reason why 1 or 2 out of 20 did not get to the outbox. Our settings looks as follow: 

BR,

Kajetan

Thank you so much for sharing this