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Use Process Task to generate a PDF of an Invoice (4 replies)

Arline Welty
6 years ago
Arline Welty 6 years ago

Hi there, I'm looking for more documentation/help on how to use the Process Task to generate a Crystal report to create an Invoice. My job successfully invoices shipments in Sage 300- but now I want to create the associated Invoice. I surmise that I do this with the Process Task but I need a little help getting it going. I am only seeing the below information - are there any  more examples I could refer to?

https://www.realisable.co.uk/support/documentation/iman-user-guide/Tasks/Process.htm

I'm trying to pass through the variable of the Invoice Number to the Crystal Report. But I'm not clear how to do this. Any help on configuration is appreciated.

https://www.realisable.co.uk/wp-content/uploads/2018/02/2018-02-13_9-11-58.jpg
Arline Welty
6 years ago
Arline Welty 6 years ago

Argh, I also can't seem to join the Process Task to either the Sage 300 connector or a map transform following the Sage 300 connector. I am trying to use log keys to pass through the Invoice Number and Customer Number to the Process Task step. What are the valid ways to connect Process Task to a previous transform? 

https://www.realisable.co.uk/wp-content/uploads/2018/02/IMAN2screenshots.jpg
Support
6 years ago
Support 6 years ago

Arline, you will probably have to delete & re-create the Process task.

I think what's happened is that you have added the Process task, but it wasn't connected to the preceding transform.

Arline Welty
6 years ago
Arline Welty 6 years ago

Thanks for the feedback- I was able to delete/re-add the Process Task- thank you! Now I am seeing this server exception error- attached. Can I have more information about how to pass a variable to a Crystal Report? Or is my configuration what you'd expect it to be, based on the screenshots I've already sent?

I'm trying to pass the Invoice number to the report stored in the directory below- so this is what I've put in the "Command" field:

C:\IMan\Forms\oeinv02IMAN.rpt %OE0420.INVNUMBER

Is this even correct? If not, is there documentation on how best to do this?

EG What if the Crystal Rpt has more than one parameter prompt?

 

https://www.realisable.co.uk/wp-content/uploads/2018/02/ServerException.jpg
Arline Welty
6 years ago
Arline Welty 6 years ago

Note- I was able to get this working using a Map connector to a Sage 300 connector using the O/E Invoice Print capabilities INSTEAD of the Process Task. 

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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

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