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Easy PDF Setup

  • 1.  Easy PDF Setup

    Posted Aug 14, 2019 06:56 AM
    We are using NAV 2016 and Easy PDF.  We are finding that when we are producing Sales Invoice or Statements EasyPDF is pulling what is in the customer card and not EasyPDF addresses.  Where do I find the setup to make sure EasyPF is getting the information from the EasyPDF addresses.

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    Barbara Pipia
    Director, IT Operations
    Citizen Watch Company of America
    New York NY
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    Conference-BCNAVUG_200x200


  • 2.  RE: Easy PDF Setup

    TOP CONTRIBUTOR
    Posted Aug 14, 2019 08:42 AM
    I am not aware of "Easy PDF" Addresses, could this be a customization?

    By default, the email address in the "To" field of the email is pulled from the "E-Mail" field on the Communication
    tab of the Customer card. On invoices this comes from the "Bill-to Customer" of the Invoicing tab.

    Multiple Email Addresses and Recipient email by document can be defined on the Easy PDF Document Card.
    Easy PDF Doc Setup

    1. Ship-to Addressing will allow a user to send the document to the email address defined on a Ship-to address card. The user may opt to:
          · Not send the document to a Ship-to address.
          · Send the document exclusively to the email address and not to any address defined on the Customer card
          · Add the email address on the Ship-to Address card can be added to the email address defined on the parent
    2. Customer card
          · Add CC will add the email address on the Ship-to Address card to CC field on the email with the primary To: address filled in from the Customer card.
          · Add Bcc will add the email address on the Ship-to Address card to Blind CC on email with the primary To: address filled in from the Customer card.
    3.  Send-To customer Type allows the user to decide whether emails should be sent to email addresses related to the Sell-to Customer or the Bill-to Customer.

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    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software

    I would love to see you at Summit 2019!
    GET67 - Small Changes with Big Impact: Core Application Setup and Configuration
    ADM60 - Mods: Just Because Everyone Does Them Doesn't Mean You Should
    FIN58 - (with Andrea Riviezzo) My AP Person Just Left, Now What?
    ------------------------------

    Conference-BCNAVUG_200x200


  • 3.  RE: Easy PDF Setup

    TOP CONTRIBUTOR
    Posted Aug 14, 2019 08:56 AM
    Hi Barbara,

    I am not aware of any special setting.  If the EasyPDF Adddresses are set up with the right documents, they should be pulled in.

    EasyPDF Addresses



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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
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    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019
    ------------------------------

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  • 4.  RE: Easy PDF Setup

    TOP CONTRIBUTOR
    Posted Aug 14, 2019 09:14 AM
    Thanks @Lewis Rosenberg I forgot about this other setup page. Through the Role Center I have assigned, I can find it in the Actions Ribbon. ​

    ------------------------------
    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software

    I would love to see you at Summit 2019!
    GET67 - Small Changes with Big Impact: Core Application Setup and Configuration
    ADM60 - Mods: Just Because Everyone Does Them Doesn't Mean You Should
    FIN58 - (with Andrea Riviezzo) My AP Person Just Left, Now What?
    ------------------------------

    Conference-BCNAVUG_200x200


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