Use Case
So i have VBA (access) application that modify word templates dotx files. We update some text on the files and then save as a PDF for transmission to customer.
What i would like to do is the same process but using an epicor function to open the word document and modify the file and save as a pdf. I know i need to add some libraries to do this but i am have some issue trying to put the right ones in and would like some direction.
I have thought about taking those word templates and putting the text in to kinetic using a UD table for the user to manipulate and edit as needed. Then in the function call the SSRS report to print and save it in specified server location.
EDIT: I would recommend going with SSRS, or another library for designing PDF, such as QuestPDF, IronPDF, PdfSharp, or Spire.PDF before using Word.
Well I can’t say I’ve ever tried to do any MS Word integration in Epicor. Back in my 10.X days I used the Outlook Interop library in some customizations, and I’m pretty sure I’ve used the Excel interop library in the past as well. That was all for opening something (a new email, for example) for the user to interact with, though.
The Word Interop library (that you would use on the server side .NET 6) would be this one. I’m not 100% sure the best way to use this to silently edit a word doc & print it, but this is where I would start.
I think you need word installed on the machine for the interop to work. So ok for client side stuff… You may need to find another library.
How about converting your word templates to pdfs then using the apose.pdf taht assembly already comes with Kinetic. Not sure if there are any limitations though.
Here is a link.
You should be able to add the assembly in a function library.