SO invoices in pdf file

(0) Share

Report

Posted on by Johnny

6,478

Hi,

How can I save multiple SO invoices in 1 pdf file? And if I want pdf pages (Invoices) to be sorted by customer account, should I use AR -> Setup -> Forms -> Form sorting -> Invoice and drag customer account to Selected area?

I want to invoice multiple (around 30-35 SO) together.

Thanks.

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Bashir Ahmad 5,248 on at

Like (1)

Report

you can generate PDF from Customer Invoice Report

technet.microsoft.com/.../hh242607.aspx

If you have different requirements you may need to build a custom SSRS report

then you will be ebale to export that report to PDF or Axcel

Was this reply helpful? Yes No
Suggested answer

Sohaib Cheema 49,443 User Group Leader on at

Like (1)

Report

Out of box, majority of Control Documents have been designed in a way, that report for 1 Invoice/Customer is printed at a time. And it is supposed to save one PDF per Invoice/Customer.

If you will open this report in VS designer, you will find the fact that Header has no relationship with Footer.

There are only DataSources, bringing data from RDP and displaying those on report.

In short, one PDF is saved per Invoice/Customer, because of design.

There is no support in standard AX, for your requirement. It was developed in this way, because this is general practice to print a separate file for each invoice/customer.

Now solution to your issue can be any of following two choices

1) Redesign/ create a new report that will support to print multiple invoices for different customers, once, Grouped by CustomerId & InvoiceId

This can be done as demonstrated here

your header and body of report will share a common parameter or you will not include any report header, instead you will manage your report header, in a way that all data(header+body) will be displayed in same tablix of SSRS and you can put few white lines or empty rows between header information and body

2) Generate multiple invoice & save all PDF files at any specific location/folder, now combine multiple PDF with using any software

If I were in your shoes, I would prefer #1 approach. as it will be one time solution for me and lifetime I can use that report, instead of going through practice of #2, where any 3rd party software may not give needed results 100% correct

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report
There are two functionalities that you need in your scenario.

Post single invoice for multiple Sale orders.

Single PDF for all the invoices.

For the first part there is out of the box functionality which will help you post single invoice against multiple SO.

Go to AR-> Periodic -> Sales Update -> Invoice

Set the parameters on the form, and move to other tab.

Click the "Select" button and select all the Sale orders(Make sure the all the SO have same invoice account i.e Customer Account).

After this, select "Invoice Account" in the "Summary Update" for field

Click "Arrange" button.

Click OK

A single invoice will be posted against all the Sale orders.

Now, you want single PDF for all the Sales order invoices.

Fortunately, by following the above mention steps, you will have single invoice against multiple Sale orders.

You can run the report and you will see that it will have lines of all the Sale orders you have selected in the "Query".

Save the report in PDF format.

Hope your scenario will be covered completely.

Was this reply helpful? Yes No
Sohaib Cheema 49,443 User Group Leader on at

Like (1)

Report

@Syed Saad Tariq

I do understand Summary posting But,

Summary posting will force the users to maintain financial postings of invoices as summary instead of each invoice posted individually

that means I am changing the way my system is acting now

another point

what will happen with my current posted invoices?? can I print those in one PDF?? definitely not

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

Definitely for the existing invoices it will not going to work. If you don't want the summary update then the best solution would be to design a new report which will display multiple invoices (Already suggested by Sohaib Cheema)

Was this reply helpful? Yes No
Johnny 6,478 on at

Like (0)

Report

Hello Syed,

The process is like this: With interface using csv file we create Sales Orders (which may have different customer IDs) after the SOs are created we select all of them or several of them to invoice. We want that all invoiced SOs to be saved in 1 pdf files sorted by customer ID.

Is it essential to select SOs with same customer where you say "Click the "Select" button and select all the Sale orders(Make sure the all the SO have same invoice account i.e Customer Account)."?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report
Hi Joni,

The process you mentioned suggests that you are creating invoices for each individual Sale orders. You are not generating a single consolidated invoice for all the selected sale orders.

The solution I mentioned is a bit different from your requirement.

In your case the best possible solution would be to design a new report same as SalesInvoiceReport. Below are the steps that you need to follow to get a single PDF for all the invoices.

In the report data contract, create a parameters, a "List" of "string" type is sufficient in your scenario.

Add all the invoiceIds in the list and start processing.

In the data provider class you need to handle the multiple invoices by looping through the query.

Report design should be customized to show multiple invoices. (Single invoice per page, with grouping of invoice account).

Thanks,

Saad

Was this reply helpful? Yes No