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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Generate PDF file for ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Generate PDF file for Imported Sales order in Finance and Opeations Portal/API

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Posted on by SM-27040915-1 11
Hello Everyone,

Can anyone provide guidance on Generate PDF of Sales order

I have a requirement of get PDF file for imported Sales order in Finance and Operations 

It will be good if I get that from using the Odata entity using API.

Please provide suggestions on this.
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 240,187 Most Valuable Professional on at
    PDF is just a file format; it's not clear what data you'd like to include there. Won't printing a sales order confirmation to PDF give you what you want?
     
    If none of the existing reports meet your requirements, you can create a custom one. This will handle data extraction, a design of the document and PDF generation.
     
    When you're able to create the PDF you want, you can start thinking about how to get it via a web service. Consider attaching the PDF to a record; you'll find existing entities capable of exporting such attachments and design your entity in a similar way, if you decided that a data entity is the right approach. Alternatively, you can create a custom service or an OData action, access attachments on SharePoint, actively storing PDF files in a shared location or so. You'll see what you actually need when know more about business requirements (e.g. triggers).
  • Suggested answer
    Maria Nastevska Profile Picture
    Maria Nastevska 177 on at
    Hi there,
     
    Please go ahead and create a new Sales Order format in the Form Setup under the AR module.
    Then, once you process your sales order, click on Generate > Confirm Sales Order.
    Set the Print Confirmation to Yes. View the PDF version of your SO.
     
    From there, you can Export your SO into the format you'd like to.
     
    Cheers
    Maria

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