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Questions Email Statements with Associated Invoices?

 
Everything Else
Last Post by Tim Rodman 3 years ago
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David Eichner
Posts: 12
 David Eichner
Topic starter
January 23, 2018 12:05 pm
(@david-eichner)
Eminent Member
Joined: 5 years ago

Is there a configuration setting anywhere in Acumatica to have the emailing of statements include related invoices PDF attached?

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Tim Rodman
Posts: 3192
 Tim Rodman
Admin
January 24, 2018 4:44 pm
(@timrodman)
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Joined: 10 years ago

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.

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Ellie
Posts: 129
 Ellie
October 4, 2019 2:15 pm
(@ellie)
Estimable Member
Joined: 5 years ago

@DavidEichner Were you able to figure out a solution for this?

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Tim Rodman
Posts: 3192
 Tim Rodman
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November 6, 2019 8:30 pm
(@timrodman)
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Also checkout this post: https://www.augforums.com/augforums/everything-else/including-file-attachments-when-printing-an-invoice/

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Ellie
 Ellie
(@ellie)
Joined: 5 years ago

Estimable Member
Posts: 129
November 6, 2019 8:46 pm
Reply toTim RodmanTim Rodman

@timrodman

So you would attach the invoices as images?

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Tim Rodman
Posts: 3192
 Tim Rodman
Admin
December 9, 2019 9:29 pm
(@timrodman)
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Joined: 10 years ago

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:

https://feedback.acumatica.com/ideas/ACU-I-1687

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NickSM reacted
MikeLupro
 MikeLupro
(@mikelupro)
Joined: 8 years ago

Eminent Member
Posts: 28
September 4, 2022 11:08 am
Reply toTim RodmanTim Rodman

@timrodman This link goes to a 404 error.

 

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MikeLupro
 MikeLupro
(@mikelupro)
Joined: 8 years ago

Eminent Member
Posts: 28
September 4, 2022 11:10 am
Reply toTim RodmanTim Rodman

@timrodman This link no longer works

 

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Tim Rodman
 Tim Rodman
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(@timrodman)
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Posts: 3192
September 24, 2022 3:17 pm
Reply toMikeLuproMikeLupro
Tim Rodman

@mikelupro Ya, they moved the Feedback area to somewhere in Community.Acumatica.com but, unfortunately, I don't have access to it since it's only available to those who have a contractual relationship with Acumatica.

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Jeff Goldberger
Posts: 4
 Jeff Goldberger
August 22, 2022 6:01 pm
(@jgoldberger)
Active Member
Joined: 3 years ago

Did anyone have success in using the method described above? 

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