Question

Naming of PDFs for Customer Invoice

  • 16 December 2019
  • 7 replies
  • 585 views

Badge +2

Hello,

I’ve a customer with the requirement that he wants to define the naming of a PDF document (e. g. customer invoice) by himself.

If in IFS a PDF is automatically created then the naming is like “PDF46549877987…..” for the PDF file.

Is it possible in IFS to define the namings of in IFS created PDF files?


7 replies

Userlevel 4
Badge +7

Hello,

IFS Germany has a solution available called VAP DMS (component YVDMS) that allows to print Reports,  automatically create documents in DMS and connect them to the corresponding business object. There are different configuration possibilities to manage this process for different types of reports and their related business objects. One configuration allows to define the document title.

 

best regards

Johannes Wittwer

Userlevel 3

Depends your version, but at least some cases reports rules can be used.
Or little bit odd solution is to change report name in translation setup.

Badge +2

Thank you to both of you. 

Maybe I didn’t describe the requirement exact enough.

 

The customer uses Apps9 and uses the function to e-mail the acknowledgement and customer invoice automatically. For the sending of the e-mail the pdf is created within IFS and sent by e-mail (event action type “e-mail” for PDF_REPORT_CREATED)

 

Even if the text for the message can be defined for the e-mail it isn’t possible to define the naming (file name) of the attaced files. Example “Invoice_No_CD970000084”

If the customer gets the invoice by e-mail he wants to have the invoice no as a part of the file name of the attachement.

 

Are there any configruation possibilties for to cover such a requirement?

 

Userlevel 3

This can’t be done when using PDF_REPORT_CREATED event. But you can skip that and use instead Report rule to send mail.

 

Like this (here used to send PO)
 

 

First action fetch email address, where to send mail

  [&SELECT comm_method_api.Get_Default_Email('PERSON','[&SELECT contact FROM purchase_order WHERE order_no ='[@PURCHASE_ORDER_PRINT_REP/PO_HEADERS/PO_HEADER/ORDER_NO]']','') FROM dual];

 

Second action handle mail sending

 

Userlevel 6
Badge +11

In your application code when creating and assigning values to the PDF_REPORT_CREATED event parameters, create the file name you require and assign it to attribute PDF_FILE_NAME. Then the framework work will use this name (the one you created) instead of the standard generated name.

Userlevel 4
Badge +7

Thank you to both of you. 

Maybe I didn’t describe the requirement exact enough.

 

The customer uses Apps9 and uses the function to e-mail the acknowledgement and customer invoice automatically. For the sending of the e-mail the pdf is created within IFS and sent by e-mail (event action type “e-mail” for PDF_REPORT_CREATED)

 

Even if the text for the message can be defined for the e-mail it isn’t possible to define the naming (file name) of the attaced files. Example “Invoice_No_CD970000084”

If the customer gets the invoice by e-mail he wants to have the invoice no as a part of the file name of the attachement.

 

Are there any configruation possibilties for to cover such a requirement?

 

How we do is let PDF_REPORT_CREATED event trigger a background job that reads the blob content from Pdf_Archive for the result_key, and use utl_smtp standard oracle package to create html email with attachment having desired name.

Userlevel 6
Badge +11

Thank you to both of you. 

Maybe I didn’t describe the requirement exact enough.

 

The customer uses Apps9 and uses the function to e-mail the acknowledgement and customer invoice automatically. For the sending of the e-mail the pdf is created within IFS and sent by e-mail (event action type “e-mail” for PDF_REPORT_CREATED)

 

Even if the text for the message can be defined for the e-mail it isn’t possible to define the naming (file name) of the attaced files. Example “Invoice_No_CD970000084”

If the customer gets the invoice by e-mail he wants to have the invoice no as a part of the file name of the attachement.

 

Are there any configruation possibilties for to cover such a requirement?

 

How we do is let PDF_REPORT_CREATED event trigger a background job that reads the blob content from Pdf_Archive for the result_key, and use utl_smtp standard oracle package to create html email with attachment having desired name.


In order for the PDF_REPORT_CREATED event to trigger as a background job a print job should be created. Upon the successfully completion of the print job the event is triggered. When the event is triggered the event parameters sent through the print job are assigned and the event is triggered. These event parameters should be sent from the print job at the time of creation. One such event parameter is the PDF_FILE_NAME. Normally the print job is created through the application code. Maybe from the client code or the client calls a database method. In that application code you pass the event parameters and create the print job. When the job is completed the event is triggered. So if you want to send a custom PDF name check this application code where the print job is created and send your desired value in the PDF_FILE_NAME parameter. Then the event will take that as the &PDF_FILE.

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