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Microsoft Dynamics GP (Archived)

PDF Attachment - Report Title

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Posted on by 2

We have Adobe Standard installed. We print invoices to the screen. We click the send to button and select pdf.

This launches outlook and the invoice is attached as PDF file. The attachement defaults in with report title 'SOP Blank Invoice Form'. We want the attachment to be titled with our company name - like 'ABC Company Invoice'.

We are not using Accountable or any other 3rd party. The Invoice is a standard GP report writer invoice.

Any guidance would be appreciated.

Thanks in advance.

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  • RE: PDF Attachment - Report Title

    Bron

    Which version of Dynamics GP are you using?  

    Unfortunately, this is the best you can do with the PDF functionality from screen printing.  If you are on GP 2010 or above, you might look into setting up the email functionality that was introduced in that version.  There are more options available for emailing documents to customers and vendors and I believe the PDF name is more relative to the document that is being sent.

    Regards,

    Aaron

  • jbohling Profile Picture
    jbohling 75 on at
    RE: PDF Attachment - Report Title

    I am having the same problem.

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