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2. Printing the O/E Invoice

In this step you print the invoices raised in the last section to PDF files. The next section attaches them to an email.

The printing is done by a Sage 300 connector like the others, but its targets are not fields on a Sage 300 view. They are the print engine's options: which invoice, which report and where to put the result.

Sage 300 Invoice Print Connector > Setup

  1. Add a Sage 300 connector to the right of the INVOICEPREP Map, join it and save the integration.
  2. Double-click it to open it.
  1. Transform Id
    • For training, enter: INVOICEPRINT
  2. Sage 300 Connector
    • Choose this before the import type, which stays disabled until you do.
    • For training, select your Sage 300 SAMLTD connection.
  3. Sage 300 Import Type
    • For training, select: O/E Invoice Print
  4. Update Operation
    • For training, leave as: Insert

The invoice print connector's Setup tab with Transform Id INVOICEPRINT, the SAMLTD training connection and Sage 300 Import Type O/E Invoice Print

Sage 300 Invoice Print Connector > Field Mapping

  1. Press Field Mapping. Current Transaction Id is on OE0692, the shipment header the invoices were raised from.
  2. Set Sage 300 Transaction Type to Invoice Print, the only option this import type offers.

  3. Press Edit and map three fields:

    Incoming Field Map To Sage 300 Field
    INVNUMBER Invoice Number
    ExportPath Export File Path
    Form Invoice Form

  4. Press Save on the grid.

    The invoice print mapping with INVNUMBER mapped to Invoice Number, ExportPath to Export File Path and Form to Invoice Form

These targets are not Sage 300 view fields

These targets have no system name in brackets, because they are not Sage 300 view fields. The same list offers Print Invoice, Printer Name, Include Invoices Already Printed, Include Backorder Items and Retainage, among others: every option the Sage 300 invoice printing screen asks for. This step exports to a file instead of a printer, so Export File Path is the one you need.

Running it

Press Refresh. The connector loads the report and writes one PDF per invoice. When it succeeds, the preview shows the transaction OEINVPRINT. Its three columns are the invoice number, the file written and the report used:

The invoice print preview on transaction OEINVPRINT, listing three invoices with the full path of each exported PDF and the report name OEINV01.RPT

The files are in the output folder:

C:\IMan\OutputData
    IN0000000000185.pdf
    IN0000000000186.pdf
    IN0000000000187.pdf

Press Close and save the integration.

The columns leave under the connector's names

The three columns are named INVOICE, EXPORT and RPTNAME, not INVNUMBER, ExportPath and Form. As with every Sage 300 connector, the fields leave under the names the connector gives them. The next section uses these names.

Step 13.3: Email Task >