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Email an Order PDF on the Fly? Or must we save it to a folder first? (2 replies)

Arline Welty
4 years ago
Arline Welty 4 years ago

Since Sage 300 ERP has the ability to email an order confirmation as a PDF on the fly, I wondered if IMAN could do this too, without first creating PDF of the order confirmation. Is that possible?

If not, I can see examples of where the documentation & in the forum, people use IMAN to first create a PDF of a form in an "Export" folder, then email from that. Is that the recommended approach?

Documentation: 

https://www.realisable.co.uk/support/documentation/sage-300-training/Step13.3EmailTask.htm

 

Forum post from Sue:

https://www.realisable.co.uk/issues-problems/temp-rpt-files-being-created-under-cwindowstemp/

 

Advice please?

Support
4 years ago
Support 4 years ago

You must save/export the form first.

As an aside Sage doesn't email 'direct'..it too creates a temporary file.

Arline Welty
4 years ago
Arline Welty 4 years ago

Ok, makes sense - thank you!

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

Close