Customise Report Attachment Name

[harkerhill]

Hi

I'm using Sage 50 Accounts Plus 2011 and am emailing out invoices to customers.

I've got into the report designer and gone into the email options screen and looked all over.

I am trying to customise the attachment name that goes out as a PDF to be called

Company_invoice_<invoice_number>.pdf

Also looking to put fields within the note or body of the email. Is that possible or is it just static text?

Can anyone let me know if that's possible?

Thanks

[brucedenney]

Some of what you want can be done in V2011, what version are you running?

[harkerhill]

Some of what you want can be done in V2011, what version are you running?

Version 17.0.12.197

Thanks

[brucedenney]

If you get the upgraded report writer V1.3 then you can set the attachment name.

The body text is fixed if you are sending the report as an attachment

[harkerhill]

But can it be set to a field - so I could have the attachment name called <INVOICE_NUMBER>.pdf

[brucedenney]

Yes setting it to a name derived from an expression is what you can ow do with V1.3

The expression I use is CString(INVOICE.INVOICE_NUMBER) +INVOICE.ACCOUNT_REF

this gives me the invoice number followed by the account reference as the file name.

You do not need to specify the pdf extension.

Note that the numeric field is converted to a string using the Cstring function.