I was looking into the new Report Rules – PDF Insert from Document Management functionality, and I’m having some difficulties getting it to work.
The pre-configuration for IFSWEBREPORT is correct, and the rule itself executes successfully.
However, when previewing the resulting PDF, it is not merged with the file I specified.
The business requirement is to merge multiple invoices for the same customer into a single PDF directly in IFS.
I also have a few questions regarding DocumentNo and KeyRef:
- Are DocumentNo and KeyRef correlated, or are they independent?
- If I understand correctly, DocumentNo should allow me to filter in Document Management and identify the PDF I want to attach. Is that correct?
- Can I use a SELECT/query in DocumentNo to retrieve multiple invoices and merge their PDFs?
- Should KeyRef point to the current printing PDF/report, or should it point to the document that I want to add/attach from Document Management?
Any clarification or example of the expected configuration would be greatly appreciated.
Thank you in advance