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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Save invoices to the f...
Finance | Project Operations, Human Resources, ...
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Save invoices to the file system

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Posted on by Alex Nach 32

Hi,

We would like to save every customer invoice, as it gets created by D365FO invoice automation batch, somewhere to the file system (local or oncloud).
Today, invoice are sent by email to customer from D365FO using customer specific print management settings (different designs for some). So the above ask has to be on top of this setting.
Is there an additional print management setting that could work here or do we need to look into custom development solution?
Any suggestions are appreciated.

Thank you,
Alex

  • Alex Nach Profile Picture
    Alex Nach 32 on at
    RE: Save invoices to the file system

    Hi Ian. No, I don't see that option. Thank you, Alex

  • Alex Nach Profile Picture
    Alex Nach 32 on at
    RE: Save invoices to the file system

    Hi Andre. Appreciate your response. Good to hear there are other options available here. I'm going to check it out. Thank you very much. Alex

  • Alex Nach Profile Picture
    Alex Nach 32 on at
    RE: Save invoices to the file system

    Hi Martin. Appreciate your response. I'm going to check out archive options. Thank you, Alex

  • Ian Waring Profile Picture
    Ian Waring 436 on at
    RE: Save invoices to the file system

    Does "send to BLOB" appear in your Print settings?

    [quote user="Alex Nach"]

    Hi,

    We would like to save every customer invoice, as it gets created by D365FO invoice automation batch, somewhere to the file system (local or oncloud).
    Today, invoice are sent by email to customer from D365FO using customer specific print management settings (different designs for some). So the above ask has to be on top of this setting.
    Is there an additional print management setting that could work here or do we need to look into custom development solution?
    Any suggestions are appreciated.

    Thank you,
    Alex

    [/quote]
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,791 Super User 2024 Season 2 on at
    RE: Save invoices to the file system

    Hi Alex,

    Next to the print archive, you can also consider having a CC or BCC to an internal email address. Then you can save it in an email folder or use e.g. Power Automate to grab the attachment and save it on a file system.

  • Martin Dráb Profile Picture
    Martin Dráb 230,488 Most Valuable Professional on at
    RE: Save invoices to the file system

    Couldn't you use print archive for that?

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