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Supplier Email in Report Designger

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Steve Parry
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Re: Supplier Email in Report Designger

Post by Steve Parry » 01 Jul 2011, 04:21

I'd also really like to be able to change the pdf name as it's getting attached to an email.
We'd use it for purchase orders to supplier, sales order confirmations, invoices etc.
Are there any additions that could make this happen?

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brucedenney
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Re: Supplier Email in Report Designger

Post by brucedenney » 05 Jul 2011, 09:22

If you upgrade to Report Designer 1.3 (Free upgrade for everyone) you can now do this.
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PaulFogg
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Re: Supplier Email in Report Designger

Post by PaulFogg » 09 Feb 2012, 14:10

Hi
having just upgraded to the new reporter version I am still having a problem finding out where the necessary options are to add the invoice number into the pdf name?

thanks for any help you can give me
regards
Paul

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brucedenney
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Re: Supplier Email in Report Designger

Post by brucedenney » 10 Feb 2012, 10:38

You can do it now!

On the Email Settings screen (Email Options) you should see a button labeled Filename, click it and the expression editor should open and you can enter an expression for the filename.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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brucedenney
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Re: Supplier Email in Report Designger

Post by brucedenney » 22 Feb 2012, 15:58

andyhoyland wrote: So - at the moment I have SAGE setup to send out invoices as pdf attachments to emails. The PDF always has the name of the template (in this case 1 - Ltd Invoice). It would be much easier if the name of the pdf could be the invoice number. So the PDF name would be variable rather than fixed as "1 - Ltd Invoice.pdf"
The report designer now allows this.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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