Is there a way in Epicor10 to print a group of pre-selected Quotes

(Mazin Asmar) #1

Has anyone created a customization or a way to select and print/priview a group of Quote(s) ?

(Jason Woods) #2

An Updateable dashboard with a checkbox for “ReadyToPrint” (may be a UD field) is the best bet. Then you can use the AutoPrint BPM against that field.

(Mazin Asmar) #3

Thank u . I will look into this.


(Mazin Asmar) #4

Will this solution print each quote separately as each corresponding checkbox is marked? Is there a solution where the print preview will also work with the selected quotes but produce one PDF will all selected Quotes?

(Mazin Asmar) #5

Ideally, I would like to create the same feature available for printing the Job Traveler. In the Job Traveler Submit form, the Filter tab allows for selecting a number of Jobs that you can then preview or print.

(Jason Woods) #6

If the AutoPrint for quotes has a parameter for QuoteList, then likely yes, but it will take some code to get there.

(Mazin Asmar) #7

Unfortunately, the QuoteForm does not have a QuoteList param.