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Change default name of SO Invoice.pdf

  • September 28, 2023
  • 2 replies
  • 209 views

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All,

When we click “send” in Invoices and Memos [AR641000], the pdf file that is attached to the email defaults to “SO Invoice.pdf” -- we would like to change this so it’s dynamically named after the invoice that’s being sent, in this case, AR023733.pdf.

I’m assuming this would need to be done via a customization package?

 

Best answer by Laura03

Hello,

Below is a link to a similar question giving examples of the code required to change exported file names, answered by Craig2.

Please Vote for your Idea posted in Acumatica Community, asking Acumatica to add By Default, to have PDF files named with the reference number of the document:

 

Thank you,

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • September 28, 2023

Hello,

Below is a link to a similar question giving examples of the code required to change exported file names, answered by Craig2.

Please Vote for your Idea posted in Acumatica Community, asking Acumatica to add By Default, to have PDF files named with the reference number of the document:

 

Thank you,

Laura


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  • Author
  • Jr Varsity II
  • September 28, 2023

Hello,

Below is a link to a similar question giving examples of the code required to change exported file names, answered by Craig2.

Please Vote for your Idea posted in Acumatica Community, asking Acumatica to add By Default, to have PDF files named with the reference number of the document:

 

Thank you,

Laura

Perfect Laura -- thank you!!!