Change print previews PDF default names (ERP 10/11 may work as well)

Kinetic ERP
1

Hello everyone,

I am trying to change the default file name for all report preview PDF files. I checked a few report-related menus, but they don’t have anything related to this. I tried to find similar issues and couldn’t find anything either.
Currently, Epicor’s process is grabbing the most recent unique identifier and adding +1 to it. For example, when you print preview of SalesOrderAck #14000, it will also name the next invoice to ARInvoiceForm_14001.pdf unless the invoice number is higher than the SalesOrderAck number.
Here’s an example of what I’m trying to accomplish:
I am trying to get a PDF of AR Invoice #13000. However, I don’t want the file to be named ‘ARInvoiceForm_14001.pdf’, following the most recent SalesOrderAck number. Instead, I want to name it to the actual invoice number which is something like ‘ARInvoiceForm_13001-2023_08_07.pdf’. I can use the date and “HHMMss” as a unique identifier so that I don’t run into duplicate report names should that be an issue.

Any help would be appreciated.

Thank you!

2

Did you happen to find a solution for this? I am in the same boat as you.

Thanks.

1 Like
3

Don’t think it works in the edge agent. Been a minute.

3 Likes
4

This should be an idea/

3 Likes
5

I’ll at it to the Fr!deas.

Allow Custom SSRS PDF Name Generation | Epicor Kinetic Ideas Portal (aha.io)

2 Likes
6

@fakhruddin already beat me to it and created the exact same idea!

Generated Reports with dynamic PDF file | Epicor Kinetic Ideas Portal (aha.io)

3 Likes
7

Thanks everyone for posting this as an idea.

Unfortunately, I have not been able to find a solution for this yet @kepler7b
.

8

Thank you Kevin!

9

Manuel, did you check Kevin’s BPM code? For now, I believe that would be a good solution.

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10

Appreciated, I must have missed this one. Looks like it can be helpful. I’ll have to give it a try since I’m on Kinetic.

2 Likes