RESOLUTION:
The modification to the form is broken down into 4 items. Each is a text or label field that appears on the form except for the invoice number, which is the actual data field. Some ERP systems require the items separated but most will allow for concatenating the fields into one. The fields are placed in the header of the invoice form (they cannot be hidden or suppressed – we change the font color to white so they do not appear) and the e2b PDF printer reads the fields to create and save the invoices.
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%%Append: False%%: (to create separate PDF for each invoice when batch printing or printing multiple invoices at once)
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%%FilePath: X:\SHARED FOLDER PATH\: (to indicate where the invoice PDF will be saved)
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Invoice Number data field: (to create file name for the PDF as the invoice number)
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'.pdf%%': (to create the document file extension)
Create the following as a formula for Crystal:
‘%%Append: False%% %%FilePath: X:\SharedFolder\{InvoiceNo}.pdf%%’
The e2b printer is a PDF printer that utilizes the Black Ice Print drivers to create the invoice PDF’s. You would simply select the e2b printer to create the invoice PDF’s, which also has a re-direct option for re-directing to another printer for hard copies, etc. Normally, the easiest way to print these invoices in ERP is to print them as a batch prior to posting. You can re-print the invoices from ERP at any time using the e2b printer to create the invoice PDF, but I am not aware of a way to select and re-print multiple invoices from ERP but you can print them at any time. The sync will look for any new invoices automatically once this is setup and you can re-flag any older invoice for upload to the Cloud at any time.