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Export PDF name missing information

  • 22 June 2022
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Kandy Beatty
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When the client exports a PDF for Purchase Orders and SO Invoices, they do not get the order number in the file. When I do it on my computer, I get the order numbers. How can this be fixed for them?

My export:

 

Client’s export:

 

 

We are exporting the same way and in the same browsers. 

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Best answer by Dioris Aguilar 27 June 2022, 19:23

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8 replies

Dioris Aguilar
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@kbeatty21 Is there any chance they have updated that report?
The export file name is defined here:
 

Have you tried their exact report version in your environment?

Kandy Beatty
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@kbeatty21 Is there any chance they have updated that report?
The export file name is defined here:
 

Have you tried their exact report version in your environment?

 

The reports have not been edited or updated. I checked and in the report writer it shows the Order Number. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Dioris Aguilar
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@kbeatty21 Somehow they are falling in the case where the @RefNbr is Null and @DocType is not: 

 

Could you describe the exact steps used to create the report?
In the meantime, try to replace this IsNull([@RefNbr], '') by IsNull([@RefNbr], [ARInvoice.RefNbr]), however, there should be something else.. we should not be forced to change that.

Kandy Beatty
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Hi @Dioris Aguilar  

There is nothing different than what you have shown so I’m not sure what the issue could be. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Dioris Aguilar
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@kbeatty21 When running the report from SO Invoice screen, it is exported as “SO Invoice [RefNbr]”, however, when running the report from Printed Forms > Invoices/Memo it is exported as “SO Invoice [Type] [RefNbr]”.
I sugest you to check any possible customization they have that could alter this behavior because it seems there’s something in their system. 

Kandy Beatty
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Thank you @Dioris Aguilar ! I appreciate the help!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
jhouser
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@Kandy Beatty I’m having the same problem the AR Invoice. No ref nbr in the exported file. What was the solution in this case? Was it a customization issue? Thanks. 

meganfriesen37
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I’ve encountered the same issue on the AR Invoices screen that I was troubleshooting today.  If I ran the invoice as a standalone report (from the Project Invoices screen PM641000) and export, file name was fine, but when I went to AR301000 first and then printed, it’s just called “ARInvoice INV” (the (6) is because I have 5 other files with the same name)

The original Export File Name format was:

=Format( 'ARInvoice {0} {1}', IsNull([@DocType],''),IsNull([@RefNbr],''))

Replacing the Parameters (the items with @ in them) to the field names fixed the problem for me.  

=Format( 'ARInvoice {0} {1}', IsNull([ARInvoice.DocType],''),IsNull([ARInvoice.RefNbr],''))

 

As a bit of a related aside, I’ve also had issues passing parameters to subreports embedded in invoices as they work when you run the invoice directly, but not when you use the “print” option.  I’ve found I have to use the full field name rather than the parameter.

Megan Friesen, Contego Software Solutions, Canada

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