Hello everyone,

I created an extra tab in Sales Order/Invoice Data Entry and I have a few questions: 

Most importantly, how can I use the data that's selected and inputted here to generate a PDF or other type of document? Each of these fields is built from a UDF.

I planned to have PREVIEW generate a PDF or some other type of document that would open when the button is clicked - this would open in Acrobat or another program that would allow the document to be saved. Maybe there's a better option for PREVIEW that would only generate a preview without saving the document? 

I'd also like to have a SAVE function, which would generate and save a PDF without being previewed in a location specified automatically by the system, rather than the user to prevent these files being saved in numerous locations.

The SEND button could send an email with the PDF.

Does anyone know how to build these functions in Sage 100 ERP 2013?

Thank you