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Distinguish Print management between Invoices & Pro forma invoices

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Hi

Via set up of Print management & Electronic reporting destinations we are currently sending out invoices toc customers via mail at the moment of posting the invoice
Now, when we make a Pro forma invoice first, because there is no distinction in the Print management settings between final invoice & pro forma the pro forma is also being sent out. Which we would want to avoid.

I was wondering whether there is a best practice to handle this? You can see it as a general question on applying different rules for pro forma versus final documents.

The functionality 'Configure specific ER destinations to be used for different PM actions' can offer a solution according to me, but because of the fact the 'VIEW' & 'SEND' options are only available once the invoice is posted - it would involve one extra step which we would like to a void if possible.

Thanks a lot!

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Hetal Gore 49 on at

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Distinguish Print management between Invoices & Pro forma invoices

Hi Christophe,

Did you managed to get the VIEW and SEND buttons with Project Invoice to work correct?? Currently when i select VIEW Use Print Management it sends the invoice to the customer and similar with when i select SEND > user print management it does the same thing send to the customer.

Can you advise if you have this issue if not how did you overcome?

Please kindly advice.
Community member 2 on at

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Distinguish Print management between Invoices & Pro forma invoices

Hi Christophe

Thanks for your answer, I was having the same issue and fixed with a Print managment query, checking for approval status, then setting a separate print destination
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Community member 2 on at

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Distinguish Print management between Invoices & Pro forma invoices

In the end I managed to solve this via the Print Management settings.

I set a query to apply a different ER destination that only prints (and not mails) with the conditional setting on invoice number is empty.