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When we are generating the sales order confirmation, we want to save it on the sharepoint rather than saving on a file location. Can anyone guide me on how this can be achieved?
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For document attachment, you need to go to Organization administration > Setup > Document Management > Document types.
Create a new type for SSRS and then in the archive directory specify the sharepoint address.
Also, you can turn on the "Save in print archive" in Print Management settings in AR. This will save the file at the designated location.
Thanks Sukrut - will read through this and try.
Thanks Syed - let me try this.
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