We have a standard data directive on InvcHead that calls the AutoPrint action for a Report Style on ARForm when the ‘Invoiced’ field is set from any to True. The ARForm report style has SSRS Breaking and Routing enabled. We build an email in the breaking and routing based on criteria and email the ARForm as a PDF.
This works for us and it was how we were instructed to set things up. The Breaking and Routing sends the email with the attachment and the proper variables that we setup for the subject, etc…
The only issue we are having is that the AutoPrint in the Data Directive Auto Previews the PDF on the screen when the AR Group is posted. How can I get this to just Email instead of Previewing and Emailing. The Print Action in Set Up Auto Print is set to ‘Auto Preview’ in the data directive, I think this is where the preview action is coming from…
Did you figure this out? I’m having the exact same problem…
I was thinking about trying to set up some kind of dummy printer so that Epicor thinks print jobs were sent successfully, without actually printing anything… But I have to think there is a better solution than that.
Look on the Report Parameters tab on the Set up Auto Print. I believe there is a setting for enabling the routing. It acts like the checkbox next to the Routing option on forms that have a Break/Routing style selected.
Yes, I had found that setting after some digging and turned it on to get Routing to work. That aspect is working great, my issue is that I only want the routing triggered and don’t actually want the system to print or preview the documents… This is more of an annoyance for users than a “real problem” - when a user posts an Invoice batch, the system emails PDFs as desired, but the PDFs are still rendered / open in the client session. Just trying to find a way to turn that latter behavior off. I feel like I am missing something obvious
