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Hi All,
We have the sales process configured so that the Sales Shipment is created first and then the invoice. What we want to do is when send the invoice, automatically attach the shipment document. I'm wondering if there is a way to handle this scenario or similar scenarios in BC as this is not an uncommon business need
Thanks
Our Real Estate Database contain data fields such as real estate agent name, company name, complete mailing address, phone number and company website, license details and etc .
These information are essential if you are about to market your real estate business. You can easily connect these organization via phone, send a business proposal through snail mail or even visit the company personally. These kinds of business marketing methods work best to transact in a more private manner with your potential business partners.
A totally different way could lie in the pattern shown here: https://youtu.be/I44oxIoEspM
Continia Document Output does similar. If you want to progress it in house without product dependency the report selections table does have some good integration events to try out:
this one for instance could be useful as you can check the report usage is the invoice and with the DocNo reference to check the sales invoice record has a sales order ref. If it does you can use that as a filter on the shipment table.
[IntegrationEvent(false, false)]
local procedure OnBeforeSendEmailToCust(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; DocName: Text[150]; ShowDialog: Boolean; CustNo: Code[20]; var Handled: Boolean)
begin
end;
Anita,
I know that the Report Selection - Sales setup will no work by adding the Sales Shipment to print when the Sales Invoice is posted because the Sales Shipment is not a DataItem to the Sales Invoice process. I have been asked and this became a Customization but you might check with the like below is the APP will meet your needs:
https://www.simcrest.com/simcrest-apps/auto-email/
Hope this helps.
Thanks,
Steve
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