Generate PDF from UDF and create save/email functions from Sales Order/Invoice Data Entry custom tab

SUGGESTED

Hello everyone,

I created an extra tab in Sales Order/Invoice Data Entry and I have a few questions: 

Most importantly, how can I use the data that's selected and inputted here to generate a PDF or other type of document? Each of these fields is built from a UDF.

I planned to have PREVIEW generate a PDF or some other type of document that would open when the button is clicked - this would open in Acrobat or another program that would allow the document to be saved. Maybe there's a better option for PREVIEW that would only generate a preview without saving the document? 

I'd also like to have a SAVE function, which would generate and save a PDF without being previewed in a location specified automatically by the system, rather than the user to prevent these files being saved in numerous locations.

The SEND button could send an email with the PDF.

Does anyone know how to build these functions in Sage 100 ERP 2013?

Thank you

  • 0

    Forget about your custom buttons and use SO printing with Paperless Office which has options for printing / PDF creation / emailing. 

    Add your UDF's to the SO work table then they will be available for use when customizing a copy of the form to what you need your ASN to look like.

  • 0 in reply to Kevin M

    You mean that I'd create a Crystal Reports form that would pull information from these UDFs, so users would switch between the regular invoice form and the ASN form?

    Aren't the UDFs I created already in the correct work table? They're in SO Invoice Header. The panel I modified is The SO Invoice Data Entry panel - I added an extra tab to it. 

    Do I need to add the UDFs to another work table?

  • 0 in reply to neuropathy
    SUGGESTED

    Open the specific work table, add the UDF name, choose the correct business object, and field as a source.

    To make it work from history, go to tab 3 and add the link for the invoice history printing object.

    Edit:

    Open the form in Crystal Reports and look at the table name.  That is where you need to add the UDF's.