Electronic Reporting: When sending sales order, attach the Report (as PDF) on the Sales order

(1) Share

Report

Posted on by RY-09121202-0

Hi,

im trying to setup my environment (with electronic reporting) to attach the PDF-File at runtime to my sales order when sending it.

What i found is that in "Electronic reporting jobs" the Report (as PDF) can be found, but i want to attach it to the Sales Order itself aswell - is that possible? When yes, any suggestions on how to?

Thanks in advance!

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (5)

Answers (3)

Verified answer

Alireza Eshaghzadeh 14,612 Super User 2025 Season 2 on at

Like (1)

Report

Electronic Reporting: When sending sales order, attach the Report (as PDF) on the Sales order

Hi,
Yes it is possible. In following example, I have ativate archive for printing:

Then the file will be stored on ER jobs:

Was this reply helpful? Yes No
RY-09121202-0 5 on at

Like (0)

Report

Electronic Reporting: When sending sales order, attach the Report (as PDF) on the Sales order

Thank you for your answers so far!

@Alireza Eshaghzadeh and @Fasih I think should add that im trying to achive this for an sales order confirmation or sales quotation. Is there any possible way aswell?

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,612 Super User 2025 Season 2 on at

Like (1)

Report
Electronic Reporting: When sending sales order, attach the Report (as PDF) on the Sales order

If you want to save the business document (e.g., a sales order invoice) in Electronic Reporting (ER) jobs, you need to activate electronic reporting destinations. Follow these steps:

Go to Electronic Reporting > Configurations and locate the relevant ER format.

Navigate to Electronic Reporting Destinations and create a new destination or update an existing one.

Specify the desired Name (e.g., File, Email, Archive).

Acrivate "Convert to PDF"

Ensure the Setting option is activated for Archive with "File" as type.

By doing this, the business document will be saved automatically to the ER jobs, enabling easier tracking and retrieval.

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,612 Super User 2025 Season 2 on at

Like (1)

Report
Electronic Reporting: When sending sales order, attach the Report (as PDF) on the Sales order

Hi,
To automatically generate a business document in PDF format as an attachment, you can follow these steps:

Activate "eInvoice attachment" on the customer card.

Enable PDF Converter in the Electronic Reporting (ER) configuration.

Activate the "Print" option while posting a sales order (SO).

Once these steps are completed, a PDF version of the business document will be generated automatically and attached to the invoice journal.

Was this reply helpful? Yes No
Suggested answer

Fasih 416 on at

Like (0)

Report

Electronic Reporting: When sending sales order, attach the Report (as PDF) on the Sales order

Yes, it is possible to attach a PDF at runtime from Electronic Reporting to a sales order. Configure ER Destinations under Organization Administration > Electronic Reporting > ER Destinations, selecting the "File" type and enabling "Convert to PDF." Set the destination to archive and attach the file to the sales order through document management. Test the setup to confirm PDFs are linked to sales orders in the Document Attachments section.

Was this reply helpful? Yes No