HomeTechnical Support » Sage 300 ERP

(fka Sage Accpac ERP)

How to generate invoices to files? Messages in this topic - RSS

Nancy
Administrator
Posts: 765


5/26/2010
Nancy
Administrator
Posts: 765
Your PrintBoss trigger, as it is now, is much more complex than it needs to be for printing invoices. To reinterate, your PrintBoss trigger simply needs to be PB#INFO [form-name]. You can delete the rest of the scripting. Your form name should not be {DocNo} because that is a specific variable used by PrintBoss for processing checks.

It is quite possible that the standard, out of the box, Invoice reports would work for you. When you purchase PrintBoss software and a Support Agreement our Technical Support staff is available to help get the system up and running.
<em>edited by Nancy on 5/26/2010</em>
0 link
spz
Posts: 7


5/26/2010
spz
Posts: 7
My trigger:

PrintBossTrigger = 'PB#INFO ['+{@PrintBossForm}+'],'+'[],'+'['+{@PrintBossDocNo}+'],'+'['+{@PrintBossAmnt}+'],'+'['+{@PrintBossRecip}+'],'+'['+{@PrintBossMisc}+'],'+'['+{@PrintBossMisc2}+']';

My file name is {DocNo} so I have assumed I needed that part. I'll remove everything after DocNo to see if it fixes everything up.

Thanks!
0 link
Nancy
Administrator
Posts: 765


5/26/2010
Nancy
Administrator
Posts: 765
Is it possible that your PrintBoss trigger is including a space for BankData? Make sure that your trigger is just PB#INFO [form-name]. That should be all you need to print an invoice.
0 link
spz
Posts: 7


5/26/2010
spz
Posts: 7
I would think this is a PrintBoss warning - this is why I'm hoping there is a way of turning this warning off.

So to be exact, I've sent multiple documents to PrintBoss printer. I have the PrintBoss 5 Master Application running. Once it received all the documents and processed some portion of it, it shows that warning dialog for every document it saves. So the two other dialog windows are: "PrintBoss : Immediate Printing Dialog" and "PrintBoss Document Printing". If I don't click the Cancel button on the warning dialog window, it will not continue to print the invoices to PDF. The Form Status / Record NO will not advance on the PrintBoss Document Printing window.
0 link
Nancy
Administrator
Posts: 765


5/26/2010
Nancy
Administrator
Posts: 765
I don't recognize this as a PrintBoss warning. Does the Warning pop-up if you print your Accpac Invoices to preview? From preview, does it pop-up when you choose the PrintBoss printer in Accpac? Or does it pop-up after PrintBoss has received the document and begins processing? No bank data should be coming from PrintBoss when formating an invoice.
0 link
spz
Posts: 7


5/26/2010
spz
Posts: 7
Hi Nancy, thank you for your help. I've called in the support line, and Paula helped me setup the new form.

Do you have an idea what could be causing the following problem: Warning : BankData retrieval errored: Document is incomplete.

It's a dialog window and I can only press cancel. As far as I know the invoice still gets generated properly. Is there any option to suppress this window?

It doesn't always pop up. Maybe it depends on how many invoices I try to generate at the same time?
0 link
Nancy
Administrator
Posts: 765


5/25/2010
Nancy
Administrator
Posts: 765
PrintBoss does not generate the invoice. The invoice is passed to PrintBoss to format (add grids, change fonts, add logos...) and then send to the printer. I think the only element you need in your PrintBoss trigger is the PrintBoss form name. You can then simply add the following text to your Invoice report: PB#INFO [PB-form-name]. And then establish the [PB-form-name] in PrintBoss.

I believe the best way to answer your questions is to call Technical Support. We do provide 30 days of support to get new installations up and running. Normally custom work is not included, but I believe your solution can be easily implemented with a short screen sharing session.
0 link
spz
Posts: 7


5/25/2010
spz
Posts: 7
Hi Nancy, thank you for your help.

I think we're almost there with all the configuration and setup. Does PrintBoss regenerate the invoice after the print preview screen? If so, how does it know which .RPT file to choose? I ask because I believe I've added all the necessary triggers & formula fields to our current invoice, but whenever I print it to PrintBoss, it ends up printing your .RPT file.

Here is the list of what I've added to the current invoice (a little bit shortened):

PrintBossDocNo = Trim({@OEINVH_INVNUMBER})
PrintBossForm = "Ca_Inv2"
PrintBossAmnt =
IF TotalPageCount - PageNumber <> 0
Then "0.00"
Else Trim({@sTotalDue})
PrintBossMisc = {OEINPR3.BILFAX}; //Customer Address Tab Fax
PrintBossMisc2 = {OEINPR3.EMAIL2}; //Customer Address Tab Email
PrintBossRecip = Trim ({@BilComp})
PrintBossTrigger = 'PB#INFO ['+{@PrintBossForm}+'],'+'[],'+'['+{@PrintBossDocNo}+'],'+'['+{@PrintBossAmnt}+'],'+'['+{@PrintBossRecip}+'],'+'['+{@PrintBossMisc}+'],'+'['+{@PrintBossMisc2}+']';
Also the display of:
PrintBossTrigger: @PrintBossTrigger
PrintBossTrigger1: @PrintBossTrigger

[I actually copied & pasted the two last displays].

On the print preview screen, I see the nice looking invoice with the PrintBossTrigger present with all proper values | | ... When I press print, it must still default it to OE-IV2_v55.rpt (based from ca_inv2 form?). How can I tell it to use my invoice.rpt file?

Thanks,
0 link
Nancy
Administrator
Posts: 765


5/20/2010
Nancy
Administrator
Posts: 765
In general terms, when working with Accpac files we place a PrintBoss Trigger in each Crystal .rpt that is sent to PrintBoss. This trigger pulls serveral data elements from Accpac and communicates to PrintBoss information such as the PrintBoss form name, the dollar amount of a check, who to pay, etc. In the case of an Invoice, the PrintBoss form name is usually the only data element in the trigger unless you are going to email or fax the report.

A basic PrintBoss trigger would be: PB#INFO [PrintBoss Form Name]. The PrintBoss Form Name is usually and 8-character name. If you open a standard PrintBoss .rpt file with Crystal, you will see the trigger in a small blue font. Note that it is on a line by itself. The trigger will automatically be blanked from the final document.

You can place a PrintBoss trigger in a copy of your custom report. You will also have to create a corresponding PrintBoss form. You do that from the PrintBoss Master Application screen. Go to Edit / Form Files. You can copy and existing blank form and rename it. This should get you started.

Wellspring Software can provide programming services to create a custom output for you that matches your report. Please feel free to contact our Sales line to discuss this possibility.
0 link
spz
Posts: 7


5/20/2010
spz
Posts: 7
I have no luck with PB32.chm, even when it's in the PrintBoss folder and pressing F1. However, I no longer get the "Navigation..." message on the right pane, now it's simply blank.
I apologize for not sharing it before. I'm using Sage Accpac 200 ERP (Version 5.5A).


The report we use is (was) a standard Accpac report invoice in the old days, but heavily modified to our needs depending on reference fields and other stuff. For example, for one province it may show different messages than for another province. Different logos. Different texts depending on if a customer is terms or credit card.


I've downloaded from the support site the Manual and Express Manual - but if you know of a specific section I should look at to get things going, I'd appreciate it.

Thanks,
0 link
Nancy
Administrator
Posts: 765


5/20/2010
Nancy
Administrator
Posts: 765
The PB32.chm file is to be saved to your PrintBoss folder. Once it is there, F1 can be used within PrintBoss to view the Help files.
The answer to which invoice report to use, depends on your accounting software. If you want to use something other than the standard reports, we may need to create a custom interface.
<em>edited by Nancy on 5/26/2010</em>
0 link
spz
Posts: 7


5/20/2010
spz
Posts: 7
Thanks for your reply Nancy.


I've followed your steps and updated ca_inv2 in the Editor. I've also checked out the Support / Support Documents. Is PB32.chm supposed to work? I've tried it on another 2 computers and I get the same issue whenever I try to open in - "Navigation to the webpage was canceled / What you can try: / Retype the address. ". I do see the Contents on the left side, but nothing I click on works.

I wanted to use this help file to figure out what to do next. How do I go about and start generating these invoices? Do I do this from the PrintBoss application? Do I have to use your invoices for this, or can I use my invoice.rpt file?
<em>edited by spz on 5/20/2010</em>
0 link
Nancy
Administrator
Posts: 765


5/19/2010
Nancy
Administrator
Posts: 765
With any version of PrintBoss you can easily create a .PDF copy automatically. With the Enterprise edition, you can dynamically name the file with variables.

Go to the Editor of the form. On the Settings tab, increase the number of copies by one. Next click on the Multiparts & Printers tab. Click in the space labeled <Default PrintBoss Printer> and using the drop down arrow choose <PDF File> as the Destination Printer/Device.

Next, click on the Settings tab and note that you now have a new PDF tab to the right . Click on it and begin filling in the Output File parameters. Note that the suggestion in the drop down box for Destination File Name are for Enterprise edition as they make use of standard variable.

You will find additional information on setting up a PDF file on our website. Go to Support/ Support Documents and search for PDF. The result will be a document titled Creating a PDF file with PrintBoss.
0 link
spz
Posts: 7


5/19/2010
spz
Posts: 7
Hi,



I'll try to keep this short. I've downloaded the PrintBoss demo evaluation, and most likely will be buying the Enterprise edition.




We'd like to have Print Boss save invoices as files. So if we have an invoice IN12345, we would like to save the PDF invoice automatically to a directory. We can do this manually one invoice by one invoice already, but we're looking for some automated solution. We're told PrintBoss is this solution.




Can you point me in direction where I can find some help on how to get this going? In short, I want to set invoices IN1234 - IN1250 to save to separate files into a folder as IN1234.pdf, IN1235.pdf, ...




I've downloaded PrintBoss Help (PB32.chm) from your website, but when I open it all I get in all sections is this:





Navigation to the webpage was canceled

What you can try:

Retype the address.




Kind regards,
0 link






Powered by Jitbit Forum 8.3.8.0 © 2006-2013 Jitbit Software