Controlling printing and emailing on processing sales orders

[Atronics]

A client wants to do the following on processing a sales order;
1. If it is a "cash only" debtor (DB_Main setting) then print the invoice.
2. If it is an account customer then print the delivery docket and email the invoice.
How do I make the above occur?

[Scott.Pearce]

Do you still want the dialogs to appear - "Print Type" that usually appears upon processing, and "Email Options" that usually appears when the "Email" button is clicked?

I could have them still popup but with defaults set as per your requirements - this would allow the user to quickly eyeball to ensure everything is sane.

Alternatively, I could suppress the popups, and just push the various default values straight through (print and email).

Let me know and I can knock something up.

[Atronics]

Hi Scott.
We need a very simple solution, without any popup. Pressing "Process" needs to be the only user action. --> Print Invoice to Cash Only debtors or Print Del Dcc and email invoice for other debtors.

[Atronics]

Hi Scott,
Back to the plugin. The attached works fine for manually processed sales orders but fails. . When the debtor is Cash, the invoice is successfully printed however when non cash, I am getting an error. I cannot locate the part of the code which is failing, made harder when it works if a cash debtor (as a batch process), and also works if the sales order is processed individually.
Would you be able to have a look at this to find where the problem is.
Thanks.

[Mike.Sheen]

Hi John,

I had an error "Unable to update table SO_Main..." when testing with your plugin. I found the problem to be the bill types having invoices configured as well - so it was trying to email multiple invoices without re-reading them first (so upon save the concurrency control determined the data was stale) , so by simply adding

Code: Select all

AndAlso salesOrderReport.BillingType = salesOrder.BillType Then

to your checks for which report to print / email and the problem went away.

Modified plugin attached.

Mike

[Atronics]

Thanks Mike.
You have had a busy weekend!
John