5/19/2010 Topic: How to generate invoices to files? spz	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,
5/20/2010 Topic: How to generate invoices to files? spz	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>
5/20/2010 Topic: How to generate invoices to files? spz	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,
5/25/2010 Topic: How to generate invoices to files? spz	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,
5/26/2010 Topic: How to generate invoices to files? spz	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?
5/26/2010 Topic: How to generate invoices to files? spz	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.
5/26/2010 Topic: How to generate invoices to files? spz	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!

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