We have some customers who use third-party delivery companies. Our usual practice is to ship the goods with a paper invoice attached. The customer signs the invoice, and the driver brings it back to us.
We don't want the third-party driver to see our prices, so we want to hide prices on the invoices for these customers and show only quantities.
This itself is not hard to do. I can set a flag on the Customer record, and based on that flag, control the visibility of the price in Report Designer.
However, we also need to send a PDF version of the invoice (with prices included) to the customer via email.
I found that the email and print functions actually call the same RPX file, meaning the visibility settings I configured for hiding prices will also take effect when emailing.
I have an idea — could you help me see if there's a better approach?
- Modify the original RPX and set the visibility so that the operator doesn't need to do anything special. When shipping each day, they just print the invoice as usual. In other words, the operation remains the same for them. The system shows or hides the price based on the customer's flag.
- Stop using the built-in email invoice feature. Copy the original RPX and rename it as a new template (e.g., SO643099), then set up a Business Event to monitor invoices for these customers and email them using the new template SO643099.
I see that the system already has native email functionality. Is it possible to achieve what I need purely using the built-in features, without having to implement Step 2 above?
