Hi, if you don’t get any tips here from other customers i suggest you reach out to support so they can help troubleshoot and fine tune what you did.perhaps you can achieve the same with an escalation rule that, as i recall your organization are familiar with and using escalations already.
Hi This would require customizing the report to the format you need or creating anew customer facing report. not by combining two reports into one but taking the base report and shape it into what you need. it is impossible to include entire report as a sub report, you will will need to combine the header queries to retrieve all necessary information, add first report and second report sub reports. in order to get more technical info on the number of sub reports please contact the technical support .
unfortunately In v14 saving to a file was not an option so this can be done as a customization or perhaps a sophisticated escalation rule.
Hi in V15 you can set up the customer so that the invoices would be saved to file. (customer center, financial page). when the invoices are created set the output to be ‘customer preferred’ in resolve queue, the actual order/contract or any of the billing batches. this will create a PDF at a given directory on the server (file directory is defined by the settings in the configuration editor). now you just need to create a process flow that will scan newly created invoices and attache the PDF to the order. the process flow can not be associated with the event of invoicing the order and will have to be set to run on a periodic bases (daily/hourly). (this may require some help from customer support to provide the exact APi/syntax).
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