Merging Attachments into a PDF to link to a report

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 When emailing an invoice automatically attach all attached files | Community

We did something like this with a customization for a customer of ours.  It does slow down the invoice processing time due to having to fetch all the PDFs and we had to do some fancy linking back through allocation rules I think.

Hi ​@rjasani64,

There is no OOB solution for this. You will have to write a custom logic to achieve this. You can use 

PXNoteAttribute.GetFileNotes

and loop through each line in your AP Bill transaction and use .Net Library iTextSharp or iText7 or any other third-party PDF creation/merging tool, to later merge the contents of these files into one and create PDF along with your AP Edit Detailed (AP610500) report. Hope this helps.

Thank you all for suggestions. I was hoping to do this OOB without any customization. I will discuss with the team internally about the next steps.

​@rjasani64  Just for your information, out of the box in Acumatica ERP, there is a screen called Substantiated Billing – Consolidated (PM650050). This screen is designed to merge all associated/attached documents into a single consolidated PDF file and allow it to be downloaded.

In your scenario, you can follow a similar approach by implementing the same underlying logic—combine the required attachments into one PDF, then attach that generated file to your report and include it in the email notification. This would provide a clean and efficient way to deliver all supporting documents together in a single file. 

Please let me know if you need any help with this.

You can handle this with a custom report or automation. For each AP Bill, retrieve all associated attachments, merge them into a single PDF, store the PDF, and then add its URL to the corresponding transaction in the AP Edit Detailed report. This would keep everything accessible from one link and avoid manually combining the attachments each time.