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Finance | Project Operations, Human Resources, ...
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Print management destination.

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Posted on by 214

Hi all,

Hope that you are doing well.

Recently i implemented very simple solution that allows a few accountants to send automatically attached invoices to the customers.

They are doing this by using the print management setup i have configured and the customer contact information.

My problem is that for some reason when they use the print management the invoices that should be sent to customers are actually with the wrong format (report layout).

I have done quite a lot of checking and investigation and this is what i was able to figure out so far.

Print management setup.

You can check now what is wrong below.

If i use “original preview” everything works fine. I can see even the report layout in my user cache.

Right layout.

 

If you print management.

I see the wrong report layout.

 

 

Now i understand this is custom, but any help can be of use.

I suspect some sort of caching, because fact of the matter is that when use print management i get 1 output and for the same document in the same legal entity my colleague is getting another output of the print management.

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  • Suggested answer
    Paolo Cecchelli Profile Picture
    699 Super User 2026 Season 2 on at

    Hi,

    to help you I think you might want to share a few more information about the “custom” you made, is it done to send the Invoices to the customers?  

    Because to manage the sending of the invoices to the customer Email as per standard I would expect something like this in the Print management: 

    where:

    • In the Email you put the placeholder of the custmer Email you want to send the invoice to;

    • in the Report format the invoice format (standard or custom) you want to use.

    By doing like this, if the user selects the flag “Use print management” it will send the Email, otherwise with Original or Copy preview it will not (thisn is true both at the time of invoicing and on the Invoice journal).

    So back to the initial question: is this described above the setup you made or a different (custom) one? And why in case a custom one, was the standard one not working for your needs?

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