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Questions Including file attachments when printing an invoice
We have a client who really wants the ability when printing an invoice (to PDF) to automatically include and print to to the same PDF any attached files on that invoice. For example, they create an invoice, attach some backup and then print the invoice including the backup (scanned bills, other supporting documents,etc.)?
Actually they'd love to take it even a step further and when creating and printing a pro-forma invoice for T&M billing, grab and include in the PDF any files that were attached to the transactions (AP bills with attached image of invoice) that make up the pro-form invoice.
Anyone know of a way to accomplish this or a 3rd party product that may do this??
Kevin, If you attach scanned images to file system on those documents (invoice) then you can modify the Sales invoice report and show those images attached as page 2, 3. Pls note it will print any images attached on each page as long as people are attaching the right scanned images.
We do this in our plugin Printshop where the sales order approval has the image of the art attached to the order so they can see how art looks and approve, so this solution shld work for your client too.
Harsha, thanks for the response. Do you have any examples, documentation or can you point me in the right direction as to how I would go about doing that? I've looked through the documents I have and done some further web searches but not coming up with anything. Is it just as simple as adding an Embedded Image to the report that points to the attached files, the path to which are stored in some table we can link to from for example the Invoice header table, etc.?
One point I just caught as i re-read your comments, the file must be stored in a file system and I can't use the file stored in the database - is that correct?
Thanks Harsha!! I will give this a try.
Does anyone have a working example or has tested this?
Along the same lines, we want to attach return labels to the SH document which would then be attached (printed) onto a report and emailed to the customer.
With a bit of digging I found the following:
Join the following tables
Then you can add a Picture box using the following parameters in the Data section:
Mime Type: image/png
Value: ='Shipments (SH140730)\\Sample Return Label.png'
the Value is pulled from the File box within the File Maintenance screen. Then, it is modified with single quotes with a double backslash.
What I don't know is what to use to make the image dynamic rather than static.
Does anyone have any insight?
Hi @abrunner, try using =[UploadFile.Name] in the Value filed of the image.
If it's possible for there to be multiple files on your shipments, I suggest moving the part that has NoteDoc and UploadFile schema into a sub report, expecting a NoteID as a parameter. Add that subreport to your reports, passing in the NoteID you want. You may start doubling/tripling+ up information unintentionally with each additional file if you are joining NoteDoc in to the primary query.
The Subreport also breaks the attachment from SOShipment, so you can add images to any report you want. It just needs to be NoteDoc DAC joined to UploadFile DAC with NoteDoc.NoteID = @NoteID parameter in the Filter.