Client has a 5 page Terms & Conditions for the want to have sent with their PO. It has word-level formatting which would be time consuming to replicate in report designer. I tried adding a PDF version of the T&C’s to the email template but it doesn’t carry over when I send a PO out of the system using that template.
Outside of writing the report does anyone have an easier method of attaching a document to a template that isn’t a report?
Best answer by Manikanta Dhulipudi
Hi
Please review the suggestions posted below
Idea
Thanks
+15Hi
Please review the suggestions posted below
Idea
Thanks
It would be a major pain to recreate the 5 page T&C in report designer rpx file - but until Acumatica adds this ability it’s an option.
Hi
Are you utilizing the “Email Purchase Order” Action or another means (Print Purchase Order → EMail → Select Template)?
Using the “EMail Purchase Order” Action where the template has a file associated DOES work for us to include our T&C’s.
Brett
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