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Hello Team,
I need your help with the following question.
Is it possible via API to receive an Invoice PDF from Microsoft GP?
I want to add this ability to my integration process, but I am not sure that is possible.
If yes, could you provide the documentation on how to do it?
And the second question is it possible to customize in Microsoft GP the process, when the invoice is created, modified, automatically sends the Invoice PDF on email?
Hi Andrew-
I am in agreement with Beat here too, there are just some things you can't do with GP -- and if you try and try you'll just go insane -- but you might be able to do if you integrate with another system.
Example: had a request to send a link for a quote in a email and it would just open a web page with the quote on it. Then the external user could just print it, print to PDF, view on any device, etc.
Since they were also using Dynamics 365 (CRM), all of the customer, product and pricing data is synced from GP to 365 then the quote document is generated from CRM, not GP.
Their CRM is connected to WordPress, so that's how the document can be generated as a webpage and look really nice.
The same process is getting rolled out to invoices soon, since they also sync those from GP to 365.
It was slightly involved, but it works and is a good user experience too.
This might not help you out, but just throwing out an option. GP is still the master place for all the data, but 365 and all its more modern ways to connect to it and serve up the data provide a better user experience.
Joe
Hi Andrew,
I like your question. I think these kinds of questions are fuel to brain, they make us to think and to get know more about application capability we are working for.
I would like you answer your second question first. "And the second question is it possible to customize in Microsoft GP the process, when the invoice is created, modified, automatically sends the Invoice PDF on email?"
Yes, it is possible to customize GP, for example In Project Accounting module we have a window named Print Billing Range, on this window user wanted an option when print reports also saved them in some shared path for later use. So I did a customization to save pdf forms of reports in a shared folders.
Is it possible via API to receive an Invoice PDF from Microsoft GP?
I want to add this ability to my integration process, but I am not sure that is possible.
If yes, could you provide the documentation on how to do it?
I don't know the context of your this questions, may be when I will get more info, then will be able to answer more better.
Once I faced a situation where some external C# based application was doing some integration and importing some data for GP tables, once it has to completed importing data then it has to pop up the message in GP to show the exception message if there is any and fill the custom window with imported data. Issue was how application will communicate GP if it has completed its work so GP window will get filled will data. For this I did customization on dexterity side and also added code in C# application to initiate the GP code. for this particular situation GP needs to be in login state.
So in some extend we can do things.
Thank you!
Hi Andrew,
I've been reading quite a few of your posted questions recently and it seems to me that you're trying to bend GP in a way that it wasn't build for..
There is no way you can send an API query to GP and simply receive a PDF document in return.. that doesn't work like this.
GP can produce _some_ documents in PDF, HTML or DOCX format natively, mostly from the Sales & Purchasing modules, by using the Word Templates instead of the built-in GP reports.
Everything else would be simply be a print of the GP built-in reports saved as a PDF format, I'm not aware of any triggers outside of GP that would be able to achieve this.
You could try to re-create some of the SOP documents (like Orders or Invoices) in SSRS and have SSRS schedule the production of invoices based on their document status (i.e. New) and send them as PDF by e-mail to some end-user.
However, Microsoft doesn't provide out-of-the-box SSRS reports for doing this, so you would have to build those yourself or find someone that already has.
The out-of-the-box SSRS reports that you can install in GP for each company are mostly written to produce lengthy data reports with range selections.. not single documents like invoices or orders.
There are add-ons for GP that allow to replace the built-in reports in GP with SSRS or Crystal reports, so you may want to try out those first.
PS: keep in mind that the forums here are a place to post questions about problems GP users run into, but do not expect a quick answer or continuous support, since most of the people that reply here do this on their free time and for free.. That's why Microsoft sells GP thru partners as they are the #1 support line.
Team, could you help me with this question?
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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