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Finance | Project Operations, Human Resources, ...
Suggested Answer

Attach PDFs for Free Text Invoices

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ReportReport
Posted on by 102

Hi everyone,

I’ve created a format for sales orders in Electronic Reporting and set the customer e-invoice parameter attachment to "Yes." As a result, when I print a sales order, the PDF is successfully attached in the invoice journal. However, I would like to achieve the same outcome with free text invoices. Despite the configuration, the attachment does not appear in the invoice journal.

I’ve already checked both the electronic reporting attachment configuration and the format itself, and they are identical in both cases. Am I missing any additional configuration, or is this result not possible to achieve?

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  • Suggested answer
    Hylke Britstra Profile Picture
    93 on at
    Did you use the same customer for this scenario? Besides the 'eInvoice' parameter also the 'eInvoice attachment' parameter on the customer needs to be on yes to get the PDF as attachment:
     
     
    If you have enabled this field already, in the 'Electronic Reporting Jobs' form in the Organization Administration module you can check if there is any status log for creating this free text invoice via Electronic Reporting that clarifies why no document / attachment is created. 
     
     
    Kind regards,
     
    Hylke
  • António Coelho Profile Picture
    102 on at

    Hi Hylke,

    Thank you for your response. I'm using the same company. I've also set the eInvoice attachment to 'Yes,' and in the electronic reporting jobs, the log confirms that both the free text invoice PDF and the sales order PDF were created successfully. However, I'm still unable to attach them to the invoice journal.

  • Hylke Britstra Profile Picture
    93 on at
    Ok, thanks for sharing this information. I just tested it, in my case the Free text invoice is attached in the Customer Invoice journal. It took some time before it was added in the Invoice Journal in my case. When I looked first in the Invoice Journal I didn't have an attachment, but later it had (after the eInvoice was sent). 
     
    If this isn't the case in your situation, maybe you find a next step here: https://community.dynamics.com/forums/thread/details/?threadid=267796cc-ae03-ef11-a1fd-6045bdfe3ffa
     
    Kind regards,
     
    Hylke
  • António Coelho Profile Picture
    102 on at

    Thanks sharing your experience!  I had already forced the format conversion to PDF, as demonstrated in the link you provided, but I still can't get the PDF attached to the Invoice Journal. Interestingly, if I use the standard FreeInvoice.Report format configured in the Form setup, the attachment is generated successfully for the Free Text Invoice. I've already tried with another legal entity as well.

    Kind regards,

  • SeanS Profile Picture
    4 on at
    Great. Thanks to everyone for the information on this matter. I was just looking for advice on this topic. By the way, I recently came across an excellent platform https://bestpdfeditor.net/ for finding online PDF editors. I needed a tool to fill out PDF forms online, and thanks to the very clear reviews, I quickly found a couple of tools that handle it perfectly. I think someone else might find it useful too.

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