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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
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?
@kevin-young
When you upload a file, by default it gets stored in file system which also stored in the database in most cases, unless your storing the files on AWS.
In the report designer you modify/add new sub report such that you can access the attached files, if you upload a image/file to Sales order document you need to link few tables NoteDoc, UploadFile and in the report set the image MIME Type to "image/gif" and source as "Database" and the field name assigned in the value, this shld bring the image for that SO, hope this helps.
Hi Harsha,
Would you be able to attach an example of what the document looks like. I've got a client that wants to attach a 5 page pdf of Terms and conditions to the end of every purchase order. Do you think this would be possible?
Cheers,
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
Source: Database
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?
@jeffrey-patch Dynamic = the report looks at the file attached to the shipment number.
If you look at what I have above, the report is mapped to a specific file name, e.g., ='Shipments (SH140730)\\Sample Return Label.png'. To be dynamic, it should be mapped to data field from the File Maintenance screen that will pull into the report. I have found and tested that the File name (some modification required, see previous post) or the Wiki Link can be used successfully. But neither have data fields/DACs that are straightforward to join.
I hope that clears up what I'm trying to do.
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.
@wyatt-erp Funny timing as I just found the =[UploadeFile.Name] in the Acumatica S150 class and was going to share later on today.
You other two points are appreciated too. While there should only be one file (return label) attached to the SH, but we all know what "should" really means. Furthermore, building this into a sub will make it a far more versatile report.
Thanks for chiming in.