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Quotations

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Posted By Daphne Walshe-Deacon 8 months ago

Hi,

Can anyone please tell me how I can email a Quotation (as a pdf attachment) where the attachment will be labeled as a Quotation and not an Invoice?

TIA,

Daphne

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Ian C 8 months ago +1 verified

If you set your expression to be INVOICE.INVOICE_OR_CREDIT it will then dynamically show a Quotation, invoice or credit depending on what you've got selected.

You could use this:

COMPANY.NAME + " -…

+1 Ian C 8 months ago

verified answer

If you set your expression to be INVOICE.INVOICE_OR_CREDIT it will then dynamically show a Quotation, invoice or credit depending on what you've got selected.

You could use this:

COMPANY.NAME + " - " + INVOICE.INVOICE_OR_CREDIT + " No. " + CString(INVOICE.INVOICE_NUMBER)

It will output:

Your company name - Quotation - No 432

You can follow the steps here:

Report Designer - Change an email subject and filename (sage.com)

Ian
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0 Daphne Walshe-Deacon 8 months ago in reply to Ian C

Hi Ian,

Thank you so much, you have just saved me so many headaches

Daphne
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Sage 50 Accounts

Quotations

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