Select and Print Document based on UDF Value

Rob

• 20 de agosto de 2025 13:49

Hello Everyone

I am trying to configure Print & Delivery in SAP B1 9.3 to print documents based on the value of a User Defined Field (UDF).

What I was trying to do:

1. Use a Simple SQL Query to SELECT DocEntry FROM ORDR Where U_PrintDoc = 'Y'

2. Use the Print & Delivery module to automatically print said Sales Orders (and potentially other documents) only when UDF (U_PrintDoc) is set to 'Y'.

3. After printing, reset the UDF to 'N'.

Can you please provide me some Instructions on how to achieve this?

Thank you for your assistance.

Best regards,

Vote

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• 

  Alessandro Lopez Santinelli

  • 20 de agosto de 2025 19:05
  • Editado

  Hi Rob! I do something similar. In my case, I first send the email and then update the user-defined field to mark it as sent. That way, on the next B1 Print & Delivery run, it won’t be picked up.  

  In the mass mailer options, I filter documents whose field is empty (so I can later update it to ‘Sent’)

  

  You just need to add a report action that updates the user field to whatever value you need to set back.

  

  Hope this example helps.

  Regards.

  Alessandro.

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