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It doesn't seem to matter which report format I choose from the AR Invoice/Memo report format, Quick Send always sends the report format that I used when I first used Quick Send, so it must have this stored somewhere, but can't seem to find it anywhere.
Thanks
Tracy
Quick send stores a copy of the pdf that is created when the invoice is first printed. If the invoice is reprinted, regardless of any change to the format, the AppServer will find the original invoice and send that instead of rendering a new pdf. This assures that the invoices you are sending out are consistent, but it is pretty unforgiving of mistakes.
Look at the AppServer Properties to determine where the pdfs are saved. You will probably be tempted to delete the original and see if the print will send a new pdf. It will not. You will get a confirmation saying that the invoice could not be located.
sorry, I posted that too early. It's important to recognize that the reports that are in those positions have been modified to account for Quick Send. If you simply put a different report format into one of the above positions, it will not necessarily work with Quick Send. You would want to reference the following KB article to modify the report to allow for use with QS:
962985
Customized reports are blank when you send them by using Quick Send in Microsoft Dynamics SL
Hi Tracy,
Quick Send uses one version of each report. It is dependent on the position in Report Control maintenance:
|
Module
|
Report name | Report Number | Position in |
| Report Control Maintenance | |||
| Accounts Receivable | Invoice/Memo Forms | 08760 | 2 |
| Accounts Receivable | Statements | 08600 | 3 |
| Order Management | Invoice | 40680 | 1 |
| Order Management | Order Confirmation | 40610 | 1 |
| Order Management | Manual Orders | 40744 | 1 |
| Order Management | Shipping Notice | 40654 | 1 |
| Flexible Billings | Project Invoice | BI010 | 1 |
| Flexible Billings | Construction Billing Invoice | BI450 | 1 |
| Purchasing | Purchase Orders | 04600 | 1 |
| Service Dispatch | Service Call Invoice | SD640 | 1 |
| Service Contracts | Service Contract Invoice | SN640 | 1 |
| Payroll/Direct Deposit | Direct Deposit Advice Slips | 02635 | 7 |
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