Hi Vivek,

You can setup pdf inserts using report rules. What is the ifs version you are using?

There is a separate screen to import the pdfs and then you can create a new report rule with an action to add those pdfs. The report rule action type different in app9 and app10.

You will need to first setup PDFs you want to insert to Solution Manager → Reporting → Operational Reporting → PDF Inserts

Then define report engine rule to insert that PDF where you want for the report.

Go to PDF Inserts and look for help, it explains there.

I have followed the basic instructions but I still don’t see a PDF inserted into by order report for service quotation.  Is there anything else that needs to be done?

Hi ,
you can use this workaround .
 

Here are the instructions you need . In a step by step order .

Step  01
First, you have to created a routing address as below. There you have to provide a shared location in your machine where you want to save the file and name of the file. (Make sure that the shared location has the ‘Write‘ permission for Everyone).
 

Step 02
Then you have to create a routing rule as below.
 

In the routing rule, as the MESSAGE_FUNCTION= UNIFORM_PAYMENT_ADVICE_REP , you have to provide the Report ID which you want to get saved with a default name.

Step 03
Now we can order a report. Report should be the one which we have mentioned in the report rule as the message function.
In the print dialog, we have to set the Printer as ‘Send PDF to Connect’.
 

After pressing OK button, the report will be saved in the shared location which you have provided in the routing address. The name of the report will be the name that you have provided with the path in the routing address.