Question

How to Set Specific invoice Lauout to be Send Via Pagero [ Send Invocie]

  • 7 March 2024
  • 4 replies
  • 32 views
hrdilshan
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Userlevel 3
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I want to set Default Send Invoice Layout for Customer Order only in 3 Companies [ Not for all Companies]

 

If i chnage the Layout Order to a lower number ; it will affect for all the Companies

How to set specificaly for 3 Companies?

 

https://www.linkedin.com/in/hrdilshan/

4 replies

Marcel.Ausan
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Userlevel 6
Badge +15

@hrdilshan I’m not familiar with the Pagero interface, but I guess you could create a Report Rule to Set Default Property for Layout. Additionally you would need to set the right conditions, i.e. COMPANY in any of the 3 companies that you need.

 

https://www.linkedin.com/in/marcelausan/
hrdilshan
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Userlevel 3
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Hi @Marcel.Ausan I set as you mentioned and ask to Test , i will come back soon

Thanks for helping on this as always

https://www.linkedin.com/in/hrdilshan/
hrdilshan
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Userlevel 3
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Hi @Marcel.Ausan ,

I Tested with Customer , But still picking up the Wrong invoice Layout 😪

https://www.linkedin.com/in/hrdilshan/
P
Rank
Userlevel 5
Badge +13

Hi @hrdilshan ,

Report rule should work, but try to insert just the condition of companies values, to assign the required layout. Perhaps, condition of status = Preliminary is not met if eInvoice flow is printing the pdf file after the invoice has been posted. You can also check the Report Rule log to confirm if the conditions have been met and rule has run.

Regards,

Pilar

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