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Every job is provided a hand written job sheet which functions as a invoice. Copies are supplied to the office who enter the details as an AR invoice in Acumatica and attach a scanned copy of the job sheet to the Invoice.
Statement cycles are run on 15th and EOM.
We would like the Statement email to include (as attachments) the statement and copies of all related job sheets (include attachments).
Has anyone created a similar process through customisation?
That would be cool if Report Designer could embed PDF files as pages in the report, but I'm not sure how one would accomplish that.
You're probably right that this would need to be a customization. Good move to post the question on StackOverflow. And thanks for including the link.
Acumatica suggested i create an idea.
Please vote if you think it can be useful!
https://feedback.acumatica.com/ideas/ACU-I-2536
Just added my vote and a comment.
I am just spit balling here in case this idea works. You could add a supplemental email that is sent via business events. You would have to write a custom GI that lists all the external links to attachments on documents included in statements for orders. You could then group those emails to be sent one per customer (scheduled at the same time as the statement). On the email, you do a foreach loop that lists each link.
A customer would need access to Acumatica (with customer portal) to open the link then right?
It looks like they would need access to view the files. I was testing last night and even tagging the attachment as public still required a login. This is why I warned about this just being me spit balling. It would take an extra step, but you could synchronize your file attachments to a public cloud and then send links to people.
Are we able to add foreach loop in an email using Acumaitca's native tools or do you mean to write a customization project in c#?
Native functionality. Below is an example from one of our business events. We have a scheduled event at 8AM each morning that alerts operations about orders that are nearing the delivery date and are not fully processed.
<foreach>
SO: ((SOOrder_orderNbr))
Order Date: ((SOOrder_orderDate))
Must Ship By: ((SOOrder_usrMustShipBy))
Status: ((SOOrder_status))
Customer: ((SOOrder_customerID_description))
Remaining: ((SOOrder_openOrderQty))
Total Qty: ((SOOrder_orderQty))
Rep: ((SalesPerson_Formulad32f590a70ef46d7b17ac68425b4f2d5))
</foreach>
I never realized this could be done! Thank you for the tip!