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I recently had to export 50 invoices to PDF one by one. I'm brand new to AX, let alone a role in finance and I can't help but think there has to be a more efficient way to do this kind of thing. I'm not savvy with computers in general but if you can advise me what series of buttons need to be pressed to make this happen I would appreciate it very much.
HI B,
Many thanks for the feedback.
I think the workaround with the 'tree' is only an emergency process.
Rather than going this quite cumbersome way, I would recommend that you ask about the SharePoint that you mentioned.
If the invoices are automatically recorded there then you only need to filter and download them from SharePoint, which should be much faster than reprinting them from AX.
Would be great if you could find out about this SharePoint and keep us updated.
Many thanks and best regards,
Ludwig
Hi Want to learn,
Thanks for the additional information. The limitation is caused by the maximum number of characters you can use in this filter field.
Is someone able to check if the invoices which needed to be sent are still in a queue? Otherwise, I'm afraid that there is no more easier way apart from a x++ script which needs to be developed.
Good morning,
I sent them to the customer at their request following my providing them a statement and highlighting their outstanding debt.
As of a few weeks ago there was a problem with AX not automatically sending some of the invoices, 100+ some days. This was the method I was shown to grab them so they could be sent manually. I believe the issue has been fixed, but maybe any of those missed ones wouldn't be available on this share point?
I have heard of share point at my work, but I haven't been shown it or taught anything about it. Not in relation to my role at any rate.
I only started in mid March and the current situation doesn't make it easy for me to get more well rounded training. There are so many things I'd like to get my head around.
Would your recommendation be to ask at work to be shown this share point?
Thank you very much,
B
Good Morning Want to learn,
Many thanks for sharing that information.
Can you let us know why you need to print / re-print those invoices?
I would expect that they are automatically put to a document management system (e.g. SharePoint) where you archive them, can search and retrieve them.
What's the reason for downloading those invoices manually again?
Don't you send them to the customer when the invoices are generated?
Best regards,
Ludwig
Thank you for trying to help. The "tree" is just what they call it at my workplace. I don't know if it is a common term, but visually it looks like half of a Christmas tree. I hope I've added some screenshots for you to get a better idea of what I'm asking. The "tree" sort of merges a list of reference numbers (they are dummy numbers in the hopefully attached image). I copy the cell in column C on the same row that contains the final reference number ( and any C cell which is a multiple of 16 if there are references exceeding 16, separately) into the search box under invoice in the invoice journal (black square outline - if the picture worked) Then row by row I go to preview/ print button (circle outlined) to select original preview. Once the invoice loads up I export to PDF.
I hope this makes sense. Let me know if I can provide any further details.
Feel free to suggest a completely different method for pulling multiple invoices from AX. As long as the end result is the same and overall quicker, I'd be very grateful.
Hi,
Can you add a screenshot to illustrate your view on the form? Then also explain what you mean with the "tree" here.
Thank you for your reply. The invoices are generated in AX based on what is in the system for making sales. I believe I could search for a free text invoice too, if I had its invoice number. I pull the invoices from something called invoice journal. I can only list 16 references (invoice numbers) at a time and use a "tree" so I can look them up in one batch. When one row is selected I click print preview and then export that individual invoice to PDF.
I am in a Credit Controller role and so I'm looking up invoices to either make changes to them or to resend them when the client hasn't got them.
Also since I mentioned it, if there is a way to look up more than 16 references I think that would be useful too.
Thanks in advance.
Hi,
Can you let us know what invoices you refer to (customer/vendor invoices) and from which module / form you exported it from?
Are these sales order related invoices, free text invoices, project invoices, etc.?
Many thanks and best regards,
Ludwig
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