Attaching the Current File to Files section as a PDF and concurrently updating the relevant processing screen as well.

hi @rashmikamudalinayake10,

As @RohitRattan88  mentioned you need to  create a code customization to achieve your requirement.

Dear All,

I was able to attach the file to the Invoices and Memos (AR301000) Files section and display it in the Print Invoices and Memos (AR508000) processing screen. 

But there are some conflicts on it.

1. In the File section it displays all the versions. How to display only the latest/updated PDF Version.

2. When the Print button is clicked it redirects to the report launcher ASPX page as below. Can I stop redirecting it (image 2)

3. The attached file is shown as image 3. How can I attach the pdf like in image 2?

Any idea on how to resolve the above's

Relevant NuGet packages, images and codes are attached below:

Many Thanks.

using iTextSharp.text;
using iTextSharp.text.pdf;
using PX.Data;
using PX.SM;
using System;
using System.Collections;
using System.IO;

namespace PX.Objects.AR
{
    public class ARInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AR.ARInvoiceEntry>
    {
        public class PdfGenerator
        {
            public static byte[] GenerateCustomPDF(ARInvoice invoice)
            {
                var document = new iTextSharp.text.Document();
                var stream = new MemoryStream();
                var writer = iTextSharp.text.pdf.PdfWriter.GetInstance(document, stream);
                document.Open();

                var titleFont = FontFactory.GetFont(FontFactory.HELVETICA_BOLD, 16);
                var headingFont = FontFactory.GetFont(FontFactory.HELVETICA_BOLD, 12);
                var normalFont = FontFactory.GetFont(FontFactory.HELVETICA, 10);

                var title = new Paragraph("INVOICE", titleFont);
                title.Alignment = Element.ALIGN_CENTER;
                document.Add(title);

                var referenceNbr = new Paragraph($"Reference Nbr.: {invoice.RefNbr}", headingFont);
                referenceNbr.SpacingBefore = 10f;
                document.Add(referenceNbr);

                var date = new Paragraph($"Date: {invoice.DocDate:dd-MMM-yyyy}", headingFont);
                document.Add(date);

                var dueDate = new Paragraph($"Due Date: {invoice.DueDate:dd-MMM-yyyy}", headingFont);
                document.Add(dueDate);

                var customerId = new Paragraph($"Customer ID: {invoice.CustomerID}", headingFont);
                customerId.SpacingBefore = 10f;
                document.Add(customerId);

                var currency = new Paragraph($"Currency: {invoice.CuryID}", headingFont);
                document.Add(currency);

                var billTo = new Paragraph("BILL TO:", headingFont);
                billTo.SpacingBefore = 20f;
                document.Add(billTo);

                var shipTo = new Paragraph("SHIP TO:", headingFont);
                document.Add(shipTo);

                var lightGray = new BaseColor(192, 192, 192);

                var headers = new string[] { "NO.", "ITEM", "QTY.", "UOM", "UNIT PRICE", "DISC.", "EXTENDED PRICE" };
                var itemTable = new PdfPTable(7);
                itemTable.TotalWidth = 500f;
                itemTable.LockedWidth = true;

                foreach (var header in headers)
                {
                    var cell = new PdfPCell(new Phrase(header, headingFont));
                    cell.HorizontalAlignment = Element.ALIGN_CENTER;
                    cell.BackgroundColor = lightGray;
                    itemTable.AddCell(cell);
                }

                document.Add(itemTable);

                var note = new Paragraph("NOTE:", normalFont);
                note.SpacingBefore = 10f;
                document.Add(note);

                var salesTotal = new Paragraph("Sales Total: 0.00", normalFont);
                document.Add(salesTotal);

                var lessDiscount = new Paragraph("Less Discount: 0.00", normalFont);
                document.Add(lessDiscount);

                var taxTotal = new Paragraph("Tax Total: 0.00", normalFont);
                document.Add(taxTotal);

                var total = new Paragraph("Total (USD): 0.00", headingFont);
                total.Alignment = Element.ALIGN_RIGHT;
                document.Add(total);

                var pageNumber = writer.PageNumber;
                var page = new Paragraph($"Page: {pageNumber}", normalFont);
                page.Alignment = Element.ALIGN_RIGHT;
                document.Add(page);

                document.Close();
                byte[] pdfData = stream.ToArray();
                return pdfData;
            }
        }

        public delegate IEnumerable PrintInvoiceDelegate(PXAdapter adapter, String reportID);

        [PXOverride]
        public IEnumerable PrintInvoice(PXAdapter adapter, String reportID, PrintInvoiceDelegate baseMethod)
        {
            foreach (ARInvoice invoice in adapter.Get<ARInvoice>())
            {
                byte[] pdfData = PdfGenerator.GenerateCustomPDF(invoice);
                string fileName = $"{invoice.RefNbr.Trim()}.pdf";
                PX.SM.FileInfo file = new PX.SM.FileInfo(fileName, null, pdfData);
                UploadFileMaintenance graph = new UploadFileMaintenance();
                graph.SaveFile(file);

                if (file != null && file.UID != null && file.UID.Value != null)
                {
                    PXNoteAttribute.SetFileNotes(Base.Document.Cache, invoice, file.UID.Value);
                }

                var fileId = file.UID.GetValueOrDefault();
                PXNoteAttribute.AttachFile(Base.Document.Cache, invoice, file);
            }
            return baseMethod(adapter, reportID);
        }
    }  
}

Thank you for sharing your solution with the community @rashmikamudalinayake10!