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Question:
Has anyone run into this issue where the Payment Advice PDF does not get attached to the application message/email, even though the report exists in the archive and can be printed?

Do I need to do something additional in Report Designer?

Could this be related to how Attachments are linked in Event Actions?

Any guidance or examples would be much appreciated!

Created a new Empty_ADV payment format
Set the ‘Generate Payment Advice’ = True


Created a new payment method for Wire_ADV using the Empty_ADV Payment format
 



Report Definition – Uniform_Payment_Advice
***If we use the same rdl file for two companies, both companies will receive the remittances for each other.


These are the steps that were done but not sure if something needs to be done in Report Designer.
Exported the ACG_Suriname_Advice.rdl save to downloads folder
Rename to Saudi_Advice.rdl
In Report Definition –> Layout Definitions
Create New Layout
Layout Name = Saudi_Advice.rdl
Layout Title = Saudi_Advice
Paper Format = Dynamic A4/Letter
Layout Type = Report Designer
Drop .rdl file from downloads folder
Click OK

 



We were able to get the email but there was no attachment.  In the Applications window, I can see an entry but the Input Message Data section, includes the .xml data instead of the Payment Advice.pdf.
 



There is an entry for the Payment Advice in the Report Archive and I can "print/Preview" it and see the format. Also created the IFS Connect Routing Rule and Routing address but still no attachment to the email. 

 

 

Hi, 

Usually, we have an event action that is triggered when the PDF is created. The event action includes the email message and an option to attach the PDF to that email. 

Once all is set up, the user process is to create the payment order, this creates the PDF, that triggers the event action. The event action creates the email, attaches the PDF and sends it to the contact email address. - In short, create the payment order, IFS does the rest. 

It takes some set up. A portion of the setup is usually performed by IT using the tools in Solution Manager. 

If you go into customer order and bring the help, look for how to email the customer order confirmation.  You can also look at the purchase order help and see how to email a PO.  

I suggest this because the exact same process is used for emailing the remittance advice.   We set up the event, event actions, and some basic data (for our example) on the supplier (contact information).

Also, on the supplier you would set the supplier to create the remittance advice At Create Order. 

 

Several postings include the full detail as to how to email a Po, customer order confirmation, customer invoice and remittance advice. 

It may sound complicated, but it really is quick and easy.  Just that much of the setup is done via solution manager (event/ event actions) and this functionality is typically restricted to the IT department. 

My system is down; else I would include a few print screens. 

Best regards, 

Thomas

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