We're trying to display invoice reports from great plains through our website. We're looking to have gp store the invoice report pdf once they are created and emailed. We are using gp 2010 and are currently using the built in feature that allows us to send an email to the customer containg the invoice as a pdf.
I'm on step one here, being that I'm trying to get a hold of the GP invoice reports. It appears that they may be created in GP on the fly and are not saved to any folder that I can access. Does anyone know where these invoice files are stored? I would think it has to store them somewhere on the client machine or somewhere else in order for the email to attach the file.
Here is a similar related post on the Dynamics forum, the answer here is concerning. They told him to use a dexterity customization to accomplish the saving of the invoice pdf.
http://community.dynamics.com/gp/f/32/t/106071.aspx
The GP invoices are generated on the fly and not stored permanently on disk.
All of the data you need to generate the invoice is contained in the company database in Dynamics GP. My advice to you would be to create your own invoice in a technology compatible with your website such as SSRS or ASP.NET, etc. Then you can generate an invoice on the fly from the data in the database.
Basically we never found where GP is storing the invoice PDFs that it emails, and the decision was made that they didn't want to create the reports on the fly. They wanted to store the original report from GP. So that left us with 2 choices.
Have GP save all of the invoices in a batch to a single word file. This option is built into GP, when user goes to print the invoices (or email them) there is also a check box that allows them to save the invoices of the entire batch to a single word file. We then would have to separate this file into each separate invoice document using c# or something.
Use Exchange web services to access the emails and download the attachments to a folder. This requires that we BCC every email with the account we will get to using the exchange web services. This is the option we ended up going with.
Related
I am learning AEM forms. I have come across the term DoR(document of records) in multiple places, but don't understand what it really means and how it is connected to AEM forms.
If someone could explain with an example, it would help a lot.
In super simple terms:
- AEM Forms (html based) allows the end-user to complete & fill out forms.
- The DOR which AEM Forms (aka Livecycle in the background) can also generate a PDF representation of the AEM Form (html).
Typical Example scenario:
- User wants to sign up for health insurance.
- User fills in New Health Application Form online (AEM HTML Form) on the health insurance's website.
- User submits the form.
- The AEM forms server recieves the submission and does the following:
a) submits data to back-end health insurance system.
b) generates a DOR and saves it to an ECM (eg: sharepoint).
c) generates and send out an email to the user with the DOR attached to an email.
From AEM official documents at: https://helpx.adobe.com/aem-forms/6-2/generate-document-of-record-for-non-xfa-based-adaptive-forms.html
After submitting a form, your customers generally want to keep a record, in print or in document format, of the information they have filled in the form for their future reference. This is referred to as a Document of Record (DoR).
As explained by other, DoR is the data capture in a PDF or PDF/A form for the submitted data by a user and captured in AEM forms system.
Think of it as a hard copy version (PDF) of the form (HTML) that can be saved (on a file system or a printed copy) for record keeping purposes. Hence document of record (DOR)
Document of record refers to a document created for record keeping purposes. From http://www.businessdictionary.com/definition/record.html:
Document that memorializes and provides objective evidence of activities performed, events occurred, results achieved, or statements made. Records are created/received by an organization in routine transaction of its business or in pursuance of its legal obligations. A record may consist of two or more documents.
In AEM Forms, a document of record means a document that is not used only for data capture, it is used for record keeping, and therefore is preserved for long periods of time (in most cases, this means a PDF or PDF/A document).
I want to sell generated PDF on my WordPress/woo commerce site:
Each product has to be a generated PDF containing unique QR code.
Typically, the user will buy this product on the website and will receive by email later this generated PDF (this pdf is not the invoice!) containing this unique QRCode.
How can I create virtual products that are automatically generated and unique?
(to later send by email).
[edit]
I am really asking which PHP files should I modify to be able to do so?
cheers
Im using ACF to associate a custom file field to WooCommerce on my site. That field will receive the customers invoice PDF once the order is completed. My problem is the files have a sequence numbering, which is helpful to keep so I can quickly identify them in the admin interface, but I don't want my customers to able to guess the numbering and easily open other invoices.
Is there any way to add a small obfuscation so that the URLs don't show any sequence any obvious sequence pattern?
In our company I have to extend the functionality of existing Drupal 7 website. Here are the requirements:
The business needs to inform all staff members, on different topics using uploaded to the Drupal site documents. (I already implemented this requirement.)
The business needs to know, which staff members have read a document and which still have not.
They need a report like this:
Document 1 25/50 (25 from 50 staff members still didn't read the file)
Document 2 50/50 (all staff members did read the file), etc.
In order to fulfill the second business requirement, I need a module which can track specific user's activity (in my case click on a link to download a file, which means the file is read). The module(s) have to be able to create a report like the one above.
(All staff members have a drupal account with a specific role.)
Is there any drupal module I can use or maybe a part of it. Or the requirements are too 'custom' and I have to create my own module.
I created almost exactly the feature you need. I would be glad to help you in the process.
I developed indeed a full custom module. And I could tell you that you will need different things:
A custom table in your DB to store the data
A custom entity called "track" or "action" that will be stored in the DB
Implementing the right hooks to create a track when you want to keep a track of a user's action
A custom page or block to display the tracks you stored in your DB with a custom query and appropriated permissions
To achieve all that, I suggest you to take a look at these pieces of documentation:
https://api.drupal.org/api/drupal/modules!system!system.api.php/function/hook_schema/7
https://www.drupal.org/node/878784
https://api.drupal.org/api/drupal/includes!module.inc/group/hooks/7
https://www.drupal.org/node/1343708
http://befused.com/drupal/page-programatically
https://api.drupal.org/api/drupal/modules!system!system.api.php/function/hook_permission/7
Hope it will help.
So, I'm working on a Drupal 6 project that ultimately replaces a big, complex Excel spreadsheet with a workflow as such:
Customer books an appointment via the Bookings API
Employee goes to customer and does a bunch of measurements
Employee enters measurements into either an uploaded Excel spreadsheet or a web-based form
Website generates a PDF with measurement sheet and the output from the Invoice module
Customer receives an email with link to watermarked version of PDF.
Customer pays online and receives link to unwatermarked PDF.
My questions are:
What is the best way to go about Part 3 (Such that the data can be used by Parts 4-6)? CCK fields and a custom content type?
What is the best way to combine content types (I.e., "Measurements" custom content type with "Invoice" content type) into a single PDF?
Bonus Marks: Any way to auto-populate Invoice module content types?
Any help will be muchly appreciated!
You are actyally trying to sell a product with customisable input (comparable to a t-shirt with a custom print, but instead of using a custom picture, you use custom data).
Here is what I did for a comparable project:
Use ubercart: http://www.ubercart.org/
Use the UC Node Checkout extension, this allows you to link a node to an ubercart product and use the information in the node for your customised product: http://drupal.org/project/uc_node_checkout
Here's an excellent walkthrough for UC Node Checkout: http://drupaleasy.com/blogs/ultimike/2009/03/event-registration-ubercart
You can use FileField for uploading the Excel file: http://drupal.org/project/filefield
Make sure you use the Transliteration module: http://drupal.org/project/transliteration
The PECL upload progress is also nice to have
You will also need a csv reader, but haven't tried this yet
Finally, to give a link to the file, you can use the Ubercart selling files mechanism: http://www.ubercart.org/docs/user/3345/selling_files
Bonus:
You can use the Automatic node tite module to autoname a node: http://drupal.org/project/auto_nodetitle
For other fields, you can use the token mechanism: http://drupal.org/project/token
I ended up using:
a. Storm for CRM functionality
b. Simple Payments for Storm Invoice payment
c. Print module for PDF output
d. Calendar (+ Views) for appointment booking (Used internally; stage 1 changed to "employee sets up appointment" in Storm Project)
e. CCK + Flexifield for the measurement sheet content type
f. Custom-written module to pass cost values to Storm and automate tasks between Storm/CCK measurement sheet.
Ubercart really is overkill for simple payment applications. Alas, Simple Payments is pretty poorly supported. If only there was a unified payment API or something...