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Question

Get Customer Name – Report Rule

  • December 3, 2020
  • 4 replies
  • 292 views
B
Sidekick (Customer)
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Hi,

With a Report Rule I want to put the name of the Customer on the name of the PDF report Customer Order Confirmation.  So that instead of a random number, the CO Confirmation has the Customer’s name.

It worked for the Purchase Order, with the Suppliers name, but I don’t know how to get the name of the Customer.

This is what I have so far:

 

 

CO Confirmation - [&Cust_Ord_Customer_API.Get_Name('[@CUSTOMER_NO]')]

What do I need to change?

 

 

And also a second question,

For our own administration I want to mail Project Invoice to the Current User by using a Report Rule.

Only thing is, I can’t select ‘USER_EMAIL’ from the Xpath.

How can I select the right Email Address matching the Email Address of the Current User?

 

We are on APP10 Update 7.

Kind regards,

 

Simon

Kind regards, Simon
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4 replies

J
Hero (Customer)
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  • JohanLindstrom
  • Hero (Customer)
  • December 3, 2020

Hi


This is how we have solved it in IFS Apps 9 Update 13. I’m not sure about IFS Apps 10 but possibly it’s the same.

 

To get the Customer Name:

[&Customer_Info_API.Get_Name('[@CUSTOMER_NO]')]

 

To get the current users email when USER_EMAIL is not available:

[&Fnd_User_API.Get_Property('#CurrentUser','SMTP_MAIL_ADDRESS')]

 

Best regards

Johan Lindström

Kasun Balasooriya
B
Sidekick (Customer)
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  • BZNSIMON
  • Author
  • Sidekick (Customer)
  • December 3, 2020

Hi @JohanLindstrom 

Thank you for your reaction.

I have tested your suggestion, but it’s not working. See my results below.

This is the expression for the Subject:

 

And this the subject of the email, as you can see the Customer Name is not there:

 

Kind regards, Simon
J
Hero (Customer)
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  • JohanLindstrom
  • Hero (Customer)
  • December 4, 2020

Hi @BZNSIMON 

Try:

 [&Customer_Info_API.Get_Name('[@CUSTOMER_ORDER_CONF_REP/CUSTOMER_NO]')]

BR

Johan Lindström

B
Sidekick (Customer)
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  • BZNSIMON
  • Author
  • Sidekick (Customer)
  • December 4, 2020

Hi @JohanLindstrom 

Thank you! It did the job.

There is only one thing that is still not working. When the Customer has a dot or multiple dots in the Customer Name, the report rule for the PDF-file generated by IFS is not working.

To change the name successfully I need to remove all ‘.’ In the name of the customer, for example “Organisation b.v.” into “Organisation bv”

Do you know how I can replace/remove the ‘.’-characters from a customer’s name?

 

And also your suggestion for my second question isn't working. Do you have another suggestion?

 

Kind regards,

Simon

Kind regards, Simon
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