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Question

Send standard document with every Customer Order Confirmation?


Peter.Buitenhuis
Sidekick (Former Employee)
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Has anyone a solution to send standard documentation (e.g. Delivery Terms) as an attached PDF with every Customer Order Confirmation?

2 replies

ToBeNL
Hero (Employee)
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  • Hero (Employee)
  • 116 replies
  • July 23, 2020

First you have to import the PDF document via the PDF Inserts window.

Then you can configure a Report Rule where Action Type = Insert PDF to insert this PDF document at a particular location in the report output.

I have a feeling the F1 documentation is not entirely up to date. If you open the help for PDF Inserts it will tell you to use the action type “Print To Logical Printer” instead, which may have been the case before Apps10.


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  • Sidekick (Partner)
  • 27 replies
  • November 26, 2020

Is there someone who managed to insert an Document management(s) document into an report?  

 

We need to create an Order Confirmation including the attached document to the customer order.  The attached document is frequently the image of the forwarded invoice to be invoiced with an markup price.

 

Jörgen 


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