We use APM to email invoices to our customers. We are on 10.1
We have two AR Invoice SSRS reports; One is the standard, and one is special for a particular Customer. Our AR perosn has to create invoices for this customer separately so that she can choose the custom report from the Report Style drop down box when generating invoices for this customer.
We are now being asked to do a third AR SSRS report that would only be used for a certain 50 customers.
Our AR person has been having to remember to do the special invoice for the one special customer. But now that we are adding a third one into the mix, it is getting to be beyond the scope of someone being able to remember do all of this crazy stuff.
Does anyone else have customized AR Invoice forms for special customers, and if so, how do you handle this?
In my case I only use one invoice style which can change formats/sections depending on a UD field setting in the customer master. May or may not work for you…depending on how extreme the differences are between your invoice styles.
If one style with conditional formatting isn’t feasible, then I think you will be looking at a fairly involved custom solution.
Have you looked at alternate report styles? Alternates would help you here if Bruce’s recommendation doesn’t work (I recommended Bruce’s approach first.)
Additionally, APM is not very agile with report changes. I strongly recommend Advaned Print Routing. This will enable you to email all invoices from the batch and assign the alternate report style.
Agree with @bderuvo I strongly recommend Advanced Print Routing. use Alternate Report Style based on Customer Group to assign special Customers and show report style. I used this option several times. if you have minor difference go with @bordway approach.