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Renaming PDFs of Instant Invoices

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Hi there

 

Apologies if this has already been answered, but I couldn’t find an exact match. Please note that we’re using Apps 9.

 

Our Finance team currently create PDFs of Instant Customer Invoices using the ‘Print Invoice’ menu option directly from the Instant Invoice screen. The file name is randomly generated, but the team would like it to include the Invoice no. 

 

Does anyone know if/how this can be done please? I’ve had a look at report rules, but haven’t managed to figure out how to do it.

 

Many Thanks :) Any advice would be greatly appreciated!

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Best answer by MKG019 17 May 2021, 16:28

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Hi,

One way is to rename the file manually. You can preview printout by using

Instant Invoice => Print or Reprint

and in next window use Preview button

Printout is opened in Acrobat Reader and next you can use Save as option and create your printout with the name given manually, example Invoice-series-number.pdf.

Best Regards

Pawel

 

PRODQ
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I do hope you find an answer @BABBECKYDEAN (I’m not sure @Pawel Dworzynski suggestion is necessarily efficient - particularly if you have a large volume of invoice or if you’re automatically emailing them direct to customers)

We and many other customers have been wanting a solution to this for many years.  It’s rather frustrating that documents aren’t given file names that include the invoice number.  The same applies for Order number in Customer Order  Confirmation or Purchase Orders.

Fingers crossed!

Linda
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Hi,

It's possible to setup a report rule that saves every pdf to a specific folder and in that rule specify what the filename should be (invoice_no.pdf for example).

We are running a report rule which does the above. The rule also creates a folder based on invoice date and the rule kicks in when the print job has run, ie when you press OK in the print dialog window.

BR
Johan Lindström

MKG019
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Hi,

You can use report rule either by sending the invoice copy on email  address defined in communication tab , user email id or AR contact or use IFS comment setup and save the invoice copy on a particular location.

Attached is the report rule setup, you will need to change and select your company.

Regards,

Mukesh Gupta

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PRODQ
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@JohanLindstrom  Does this email the customer their invoice with an invoice number in the file name or is it just creating a folder with saved invoice pdfs which have been re-named?

Thanks

Linda 

Linda
PRODQ
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@MKG019 Do you have any detailed instruction on how to set your report rule up other than just the xml?

Thanks

Linda

Linda
MKG019
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Hi,

You can also refer to IFS F1 document for further detailed explanation.

https://your IFS login link /ifsdoc/f1doc/Foundation1/040_administration/250_operational_reporting/070_report_rules/default.htm#Reporting_rules_engine

Regards,

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PRODQ
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@MKG019 At which point do we apply your xml?  

 

Night need a consultant to look at this.  

Linda
MKG019
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Hi Linda,

Attached XML id reporte rule configuration that can be imported to IFS and used also this is pdf output report rule setup.

To email address you can make the email address setup and use SQL query or report property values for fething email addresses.

 

J
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@JohanLindstrom  Does this email the customer their invoice with an invoice number in the file name or is it just creating a folder with saved invoice pdfs which have been re-named?

Thanks

Linda 

It’s possible to do both, see post from Mukesh.

MKG019
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Hi Linda,

  1. Import the Report rule

     

  3. RMB and edit action properties for To 

     

Mukesh Gupta

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Thank you so much for all your responses, I really appreciate your assistance and have used them to provide the user with a solution that they’re really pleased with :)

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