Select and Print Document based on UDF Value

Rob

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,

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  • Comment author
    Alessandro Lopez Santinelli
    • 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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