Generate and export Sales invoice PDFs to Sharepoint folder

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Posted on by CU29041349-0

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Hello:

We're trying to integrate with a third-party bank to manage our customer payments. One of the requirement is to send the Sales order invoices in PDF format to our payment processor - most likely drop them into a SFTP site/folder. I'm thinking to tap into the invoice creation process to run the report generation programmatically when the invoice is created. The part that involves saving the PDF report to a destination (e.g., Sharepoint folder) which would ultimately allow me to push them to our SFTP server is my hang-up. Any recommendations on how to approach this problem? Can this all be done in X++ or will some C# be required? Thank you.

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Dynamics 365 Finance

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Sohaib Cheema 47,259 User Group Leader on at

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Generate and export Sales invoice PDFs to Sharepoint folder

Yes,, there are.

Do you understand the needed format, needed by BANK?

Is it PDF, CSV, Excel.

What is the sequence of columns ?

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