Drill downs on statement to access corresponding Invoice
Posted: 19 Mar 2024, 13:33
Hi,
Im new to drill downs but recently managed to parse the Delivery Postcode and a delivery tracking number (we insert into sage analysis 2 every day) to create a live tracking link. I've included these links to a dropshipping customer, we send him a daily statement with these links (alonside itemised inv bals) so he can track himself when out for delivery with courier the following day. Kill 2 birds with 1 stone ( he knows whats due plus he can track indiv orders)
Is it possible to do something similar with invoice copies.
Requirement:
Normal statement of itemised invoice numbers and running total. But a drill down on each inv no. line which will open a pdf of said inv.
When we send Statements we get tedious invocie copy requests, so should reduce that.
We dont save invoice pdf copies down anywhere. Maybe with outlook VBA once Invocies are sent every day via email I could with VBA extract the pdf attachment automatically and save it to a local folder. Save it with the same filename which is in current report designer settings.
So file path would be something like the below:
C:\Users\Gazpcnew\Documents\Invoice copies\Joe Bloggs Ltd - Invoice No. 18482 - 06.01.2022.pdf
Then could write the drill down expression for each indiv inv copy.
BUT:
External users wont be able to access that file path/hyperlink will they as its internal to my pc. How do I saved pdfs as an external link that can be accessed by someone else?
Any help much appreciated.
Many Thanks
Gareth
Im new to drill downs but recently managed to parse the Delivery Postcode and a delivery tracking number (we insert into sage analysis 2 every day) to create a live tracking link. I've included these links to a dropshipping customer, we send him a daily statement with these links (alonside itemised inv bals) so he can track himself when out for delivery with courier the following day. Kill 2 birds with 1 stone ( he knows whats due plus he can track indiv orders)
Is it possible to do something similar with invoice copies.
Requirement:
Normal statement of itemised invoice numbers and running total. But a drill down on each inv no. line which will open a pdf of said inv.
When we send Statements we get tedious invocie copy requests, so should reduce that.
We dont save invoice pdf copies down anywhere. Maybe with outlook VBA once Invocies are sent every day via email I could with VBA extract the pdf attachment automatically and save it to a local folder. Save it with the same filename which is in current report designer settings.
So file path would be something like the below:
C:\Users\Gazpcnew\Documents\Invoice copies\Joe Bloggs Ltd - Invoice No. 18482 - 06.01.2022.pdf
Then could write the drill down expression for each indiv inv copy.
BUT:
External users wont be able to access that file path/hyperlink will they as its internal to my pc. How do I saved pdfs as an external link that can be accessed by someone else?
Any help much appreciated.
Many Thanks
Gareth