Order Invoicing Report

Hello,

I have a two part question which I hope you can answer please. I am currently using Syteline Version 10 in the Cloud.

The Finance Department has made the following requests which I do not have any idea where to look.

1) Can Invoices for the same customer print in separate pdf files (they currently print in one)? I have noticed in a previous discussion invoices for the same customer were generated in separate pdfs in a previous version.

2) Can the name of the Pdf file generated for the invoices be changed to contain the invoice number and customer number?

Any help or direction would be greatly appreciated.

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Accepted answers

dean-bradko

Luckily, the SL 9 and SL 10 methods look identical. This should do the trick.

        Sub GenerateProfileReport()
            Dim linIndex As Integer
            Dim linStart As Integer

            'If called from Post process and
            ' (Use Profile is off) or (Use Profile is on and Doc Profile does not exist)
            ' set variable ProcessReprint as PROCESS.
            'If called from Post process and
            ' (Use Profile is on and Doc Profile exists)
            ' set variable ProcessReprint as PROCESS for the first call to generate report,
            ' and set variable ProcessReprint as REPRINT for subsequent calls to generate report
            ' for same customer.
            'If called from Reprint process
            ' set variable ProcessReprint as REPRINT.

            ThisForm.PrimaryIDOCollection.RecordCapOverride = 0

            ThisForm.GenerateEvent("CollectionRefresh")

            Do While linIndex < ThisForm.PrimaryIDOCollection.GetNumEntries
                linStart = linIndex
                ThisForm.Variables("SubStartInvNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linStart)
                ThisForm.Variables("SubStartCustNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart)
                ThisForm.Variables("SubEndCustNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart)

                If ThisForm.Variables("CalledFrom").Value = "POST" Then
                    SetVarProcess()
                Else
                    SetVarReprint()
                End If

                If ThisForm.Variables("UseProfile").Value = "1" Then

                    For linIndex = linStart + 1 To ThisForm.PrimaryIDOCollection.GetNumEntries

                        If ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linStart) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linStart - 1) Then
                            If ThisForm.Variables("CalledFrom").Value = "POST" Then
                                SetVarProcess()
                            Else
                                SetVarReprint()
                            End If

                            If ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex - 1) Then
                                ' DJB Oct 5, 2020 - do not consolidate invoice by customer or profile
                                'If ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart) Then
                                Exit For
                                'End If
                            Else
                                Exit For
                            End If
                        Else
                            SetVarReprint()

                            If ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex - 1) Then
                                Exit For
                            Else
                                ' DJB Oct 5, 2020 - do not consolidate invoice by customer or profile
                                'If ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart) Or
                                '   ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart) Then
                                Exit For
                                'End If
                            End If
                        End If

                    Next

                Else 'UseProfile <> "1"

                    For linIndex = linStart + 1 To ThisForm.PrimaryIDOCollection.GetNumEntries - 1
                        If ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart) Or
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart) Then

                            If ThisForm.Variables("CalledFrom").Value = "POST" Then
                                SetVarProcess()
                            Else
                                SetVarReprint()
                            End If

                            Exit For
                        End If
                    Next

                End If

                ThisForm.Variables("SubEndInvNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex - 1)
                ThisForm.Variables("SubStartOrderNum").SetValue(ThisForm.Variables("StartOrderNum").Value)
                ThisForm.Variables("SubEndOrderNum").SetValue(ThisForm.Variables("EndOrderNum").Value)
                ThisForm.Variables("StartLangCode").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart)

                ThisForm.Variables("NumCopies").Value = ""
                ThisForm.Variables("FaxNumber").Value = ""
                ThisForm.Variables("Email").Value = ""
                ThisForm.Variables("Printer").Value = ""
                ThisForm.Variables("CoverSheetContact").Value = ""
                ThisForm.Variables("FaxTemplateInfo").Value = ""
                ThisForm.Variables("CoverSheetCompany").Value = ""

                If ThisForm.Variables("UseProfile").Value = "1" Then
                    If ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linStart) = "1" Then
                        Select Case ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linStart)
                            Case "F"
                                ThisForm.Variables("FaxNumber").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart)
                                ThisForm.Variables("CoverSheetContact").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerCoverSheetContact", linStart)
                                ThisForm.Variables("CoverSheetCompany").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerCoverSheetCompany", linStart)
                            Case "E"
                                ThisForm.Variables("Email").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart)
                            Case "P"
                                ThisForm.Variables("Printer").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart)
                        End Select

                        If IsNumeric(ThisForm.PrimaryIDOCollection.GetObjectProperty("DerNumCopies", linStart)) Then
                            If CDec(ThisForm.PrimaryIDOCollection.GetObjectProperty("DerNumCopies", linStart)) > 1 Then
                                ThisForm.Variables("NumCopies").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerNumCopies", linStart)
                            End If
                        End If
                    End If
                End If
                ThisForm.GenerateEvent("SubmitReport")

            Loop

            If ThisForm.Variables("CalledFrom").Value = "POST" Then
                SetVarProcess()
            Else
                SetVarReprint()
            End If

        End Sub

All comments

Charles Merkey

I can't answer question one as I am in 9.01 and my invoices print separately. but it's my understanding that 10 is the same as 9 when it comes to file names. The name for the file is static, and under normal circumstances is not capable of being dynamic. You can modify the general name of the report to something more friendly in Background task definitions, but that is all.

With on premise versions there are bolt on options that let you do this, and you can even achieve this thru an event handler (I think), but it's my understanding the event handler can only do it with one document at a time, and that it would not work on a work processes like invoice unless you generate one invoice at time.

I had the same question not to long ago and Infor answered me with there is no canned solution.

acl

1. standard 'User Profile' implementation sends all invoices for a customer in one pdf/BG task; extend InvoicingBGSp to change that

2.as standard there is an IDM integration implemented via Event system - event TaskPostPerform I think..- similar event would allow the make up of custom email body (html) and attachment.

dean-bradko

I was asked to do the same. I am using 9.01 but I suspect it will be a very similar solution for SL10. Since this is done in form script, the only way I could break apart the separate invoices was to modify the GenerateProfileReport form script method. If you copy and paste a copy of your SL 10 GenerateProfileReport form script method into this thread, I should be able to port my modification over for you.

unknown

Thank you DeanB,

Sub GenerateProfileReport()
Dim linIndex As Integer
Dim linStart As Integer

'If called from Post process and
' (Use Profile is off) or (Use Profile is on and Doc Profile does not exist)
' set variable ProcessReprint as PROCESS.
'If called from Post process and
' (Use Profile is on and Doc Profile exists)
' set variable ProcessReprint as PROCESS for the first call to generate report,
' and set variable ProcessReprint as REPRINT for subsequent calls to generate report
' for same customer.
'If called from Reprint process
' set variable ProcessReprint as REPRINT.

ThisForm.PrimaryIDOCollection.RecordCapOverride = 0

ThisForm.GenerateEvent("CollectionRefresh")

Do While linIndex < ThisForm.PrimaryIDOCollection.GetNumEntries
linStart = linIndex
ThisForm.Variables("SubStartInvNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linStart)
ThisForm.Variables("SubStartCustNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart)
ThisForm.Variables("SubEndCustNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart)

If ThisForm.Variables("CalledFrom").Value = "POST" Then
SetVarProcess()
Else
SetVarReprint()
End If

If ThisForm.Variables("UseProfile").Value = "1" Then

For linIndex = linStart + 1 To ThisForm.PrimaryIDOCollection.GetNumEntries

If ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linStart) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linStart - 1) Then
If ThisForm.Variables("CalledFrom").Value = "POST" Then
SetVarProcess()
Else
SetVarReprint()
End If

If ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex - 1) Then
If ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart) Then
Exit For
End If
Else
Exit For
End If
Else
SetVarReprint()

If ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex - 1) Then
Exit For
Else
If ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart) Then
Exit For
End If
End If
End If

Else 'UseProfile <> "1"

For linIndex = linStart + 1 To ThisForm.PrimaryIDOCollection.GetNumEntries - 1
If ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("CustNum", linStart) Or _
ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linIndex) <> ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart) Then

If ThisForm.Variables("CalledFrom").Value = "POST" Then
SetVarProcess()
Else
SetVarReprint()
End If

Exit For
End If
Next

End If

ThisForm.Variables("SubEndInvNum").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("InvNum", linIndex - 1)
ThisForm.Variables("SubStartOrderNum").SetValue(ThisForm.Variables("StartOrderNum").Value)
ThisForm.Variables("SubEndOrderNum").SetValue(ThisForm.Variables("EndOrderNum").Value)
ThisForm.Variables("StartLangCode").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerLangCode", linStart)

ThisForm.Variables("NumCopies").Value = ""
ThisForm.Variables("FaxNumber").Value = ""
ThisForm.Variables("Email").Value = ""
ThisForm.Variables("Printer").Value = ""
ThisForm.Variables("CoverSheetContact").Value = ""
ThisForm.Variables("FaxTemplateInfo").Value = ""
ThisForm.Variables("CoverSheetCompany").Value = ""

If ThisForm.Variables("UseProfile").Value = "1" Then
If ThisForm.PrimaryIDOCollection.GetObjectProperty("DerProfileExists", linStart) = "1" Then
Select Case ThisForm.PrimaryIDOCollection.GetObjectProperty("DerMethod", linStart)
Case "F"
ThisForm.Variables("FaxNumber").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart)
ThisForm.Variables("CoverSheetContact").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerCoverSheetContact", linStart)
ThisForm.Variables("CoverSheetCompany").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerCoverSheetCompany", linStart)
Case "E"
ThisForm.Variables("Email").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart)
Case "P"
ThisForm.Variables("Printer").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerDestination", linStart)
End Select

If IsNumeric(ThisForm.PrimaryIDOCollection.GetObjectProperty("DerNumCopies", linStart)) Then
If CDec(ThisForm.PrimaryIDOCollection.GetObjectProperty("DerNumCopies", linStart)) > 1 Then
ThisForm.Variables("NumCopies").Value = ThisForm.PrimaryIDOCollection.GetObjectProperty("DerNumCopies", linStart)
End If
End If
End If
End If
ThisForm.GenerateEvent("SubmitReport")

Loop

If ThisForm.Variables("CalledFrom").Value = "POST" Then
SetVarProcess()
Else
SetVarReprint()
End If

End Sub

dean-bradko

Luckily, the SL 9 and SL 10 methods look identical. This should do the trick.

unknown

Thank you. I just put it in and it works. After going through the code, I can see why it works.

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