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Expoert Scenario to Export PDFs of invoices from Data Provider List

  • November 14, 2024
  • 4 replies
  • 65 views
P
Jr Varsity II
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Hello,

 

We would like to export 1000+ invoice PDFs and are attempting to use an Export Scenario to do this.  We cannot use the existing filters on the Print Invoices/Memos screen as we need to filter on ship-to state as well.

 

We have a list of invoices in a data provider, and are using the Print Invoices/Memos screen for the export scenario.

We are struggling to find any documentation anywhere on how to use this screen in an export scenario so below is what we have in the Export Scenario so far:

Does anyone have any experience with exporting PDFs in bulk like this?

Regards

Patrick

Best answer by patrickACA

In the end we solved this by adding the ship-to address state field to the grid for the Print Invoices and Memos screen via customization.

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4 replies

lbarker
Varsity III
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  • lbarker
  • Varsity III
  • 75 replies
  • November 15, 2024

So you will not be able to do it that way.  Options are:

Email them to an email address using an import scenario to fire off the process for every invoice.

If each invoice already has activities attached to them with files as they were previously emailed to customers, update the files with FTP details using an import scenario and then they can be exported to the FTP server.

Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett
Manikanta Dhulipudi
Captain II
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​@patrickACA best way as mentioned by ​@lbarker Create a business event and attach report PDF when the invoice is released.

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
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  • Chris Hackett
    Chris Hackett
P
Jr Varsity II
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  • patrickACA
  • Author
  • Jr Varsity II
  • 37 replies
  • November 15, 2024

​@lbarker and ​@Manikanta Dhulipudi , since we have over 1000 invoices to create, I don’t think that this will be the most efficient way to do this process. We were hoping to use the export scenario to mimic the processing screen of Print Invoices/Memos and direct it to just use the list of invoices we have rather than the list that is on the screen. Is this really not possible?

 

Patrick

P
Jr Varsity II
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  • patrickACA
  • Author
  • Jr Varsity II
  • 37 replies
  • Answer
  • November 30, 2024

In the end we solved this by adding the ship-to address state field to the grid for the Print Invoices and Memos screen via customization.

Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett

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