How are 'PDF Inserts' actually configured to attach mandatory supporting PDF documents (like terms and conditions) to an Order Report such as a Purchase Order?

All FAQ questions / Reporting and analytics

Answer

PDF Inserts are set up through Report Rules: there's a dedicated screen specifically for importing the PDF files you want available as inserts, and then you create a new Report Rule with an action configured to attach one or more of those imported PDFs to the report's output. The specific Report Rule Action Type used for this differs between Apps9 and Apps10, so check the documentation or Report Rule action-type options for your specific version rather than assuming the exact same action type name applies across both.

Documentation-based answer. Confirm the product and release before applying it. This answer has not been verified in an IFS environment.

← Browse Reporting and analytics questions