In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Email Statements with Associated Invoices?
Is there a configuration setting anywhere in Acumatica to have the emailing of statements include related invoices PDF attached?
Not that I know of.
But you might be able to duct tape something together using the Merge Reports and Merging Order fields on the Send Reports (SM205060) screen since basically what you want to do is merge multiple reports together. You'd have to modify the Invoice form to print all invoices for a certain statement.
Note that you have to click the SAVE TEMPLATE button on a report for it to show up in the Send Reports (SM205060) screen and, as far as I know, the parameters get baked into the template so you can't do any on-the-fly parameter editing in the Send Reports (SM205060) screen.
Ya, not the best solution. It would be nice if we had a feature that functioned kind of like a Subreport where you can call another report from within a report, but if the feature merged the two reports together on the fly without having to use the more rigid Merge Reports checkbox on the Send Reports (SM205060) screen.
You might try adding your vote and comment to this feedback idea:
Did anyone have success in using the method described above?