Procedure to save a record as a report-PDF document in the particular path in Dynamics NAV

Introduction: In this blog, I will be giving the procedure to save the selected Posted Sales Invoice as a PDF document in a particular mentioned path.

Pre-Requisite:

Microsoft Dynamics NAV

Procedure:

1. Create the following C/AL global variables in Page 143 Posted Sales Invoices.

1. I have created a new action on Page 143 Posted Sales Invoices to save the selected Posted sales invoice as a PDF document. You can select multiple records and save all of them at once in a specific path. To select many records at once and perform some action on all, you can refer my blog using the below link:

https://tinamenezes.wordpress.com/2018/03/03/procedure-to-create-custom-action-to-select-multiple-records-and-modify-them-in-dynamics-nav/

1. To save the Posted Sales Invoice as a PDF document add the following code:

FileName := FileMgt.ServerTempFileName('PDF');

1. Now to get reference of the Posted Sales Invoice record for which the report needs to be saved, you need to write the following code snippet:

SalesInvoiceHeader.RESET;
SalesInvoiceHeader.SETRANGE("No.", Rec."No.");
IF SalesInvoiceHeader.FINDFIRST THEN BEGIN
      REPORT.SAVEASPDF(ReportID,FileName,SalesInvoiceHeader);
END;

I have entered the required report ID in a newly created custom setup table. From that table, I am fetching the Report ID. The standard sales invoice report ID is 206. If you have a customized report you need to enter the respective customized report ID.

1. To download and save this particular Posted sales Invoice report, the following needs to be written:

Save the folder path in a variable FolderPath. You can enter the Folder path in a newly created custom table and fetch it from there.

FileMgt.DownloadToFile(FileName,FolderPath+'\'+FolderName+'\'+PDFFileName+'.pdf');

You can create customized folders using C/AL code according to the posting date of the Posted Sales Invoice as mentioned in my previous blog using the link below and save the customized folder name in a FolderName variable.

Procedure to create custom folders in a specific location using C/AL code in Dynamics NAV

This will save the required Posted Sales Invoice record report in the mentioned location.

Thank you!