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sams

PDF printing - file names

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Whenever I print a form (sales order, quote, invoice, etc..) BW gives it a useless name and I need to change the name before saving or sending it.  is there a way to set up a formula for file naming such:

Prefix for form type, document number, date?  For example Quote 12345 to John Snow Posted printed on July 1st would automatically name the file Qt12345 JOHNSNOW 07072020.

This seems like a logical option, but,I have scanned through utilities and cannot find an option for this.

Sam

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  • +1
    verified answer

    Unfortunately, there is no option to append the file name with the invoice number when printing to PDF

    If you would like to see a feature considered for a future release please send your request to [email protected] with details about the item requested. If possible, include a business reason along with the request. For more information regarding this issue you can refer to our Knowledge Base (SageKB.com) and review articles Can the file name be updated with the invoice number when printing an invoice to PDF (46013) and How to request new features (enhancements) for Sage BusinessWorks (104373)

    Sincerely,

    Coleen

Reply
  • +1
    verified answer

    Unfortunately, there is no option to append the file name with the invoice number when printing to PDF

    If you would like to see a feature considered for a future release please send your request to [email protected] with details about the item requested. If possible, include a business reason along with the request. For more information regarding this issue you can refer to our Knowledge Base (SageKB.com) and review articles Can the file name be updated with the invoice number when printing an invoice to PDF (46013) and How to request new features (enhancements) for Sage BusinessWorks (104373)

    Sincerely,

    Coleen

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