Gain control over name of print preview pdfs

Epicor ERP 10
1

As the subject line suggests, we’d like to have some control over the print preview’s pdf filename.

Instead of SOForm-45678, we’d like to have the actual SO# and change SOForm to Sales Order. So doing a Sales Order Acknowledgement print preview of Sales order 20001 would have the filename Sales Order - 20001

Thanks in advance.
Greg

2

You can’t do this except to some extent with print routing. Even then it’s pretty limiting

-Jose

2 Likes
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@josecgomez - have your thoughts on this changed at all in the past 6 years? This exact same question came up today from one of my users.

@hkeric.wci - have you ever looked into this?

Thanks guys!

1 Like
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2 Likes
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@bonner.nathan We have Kevin’s hack in production for quotes & sales orders and it works great

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Note that my “hack” is proof of concept code. You’ll have to customize it to make it do what you want.

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@josecgomez where’s the Teflon jacket emoji?