RE: Export a Sales Order into its own Files section as a PDF

I have a custom integration that sends a Sales Order to Docusign via a button once a Sales Order is saved. The problem we have is that the PDF of the Sales Order needs to be a File in its own record. How can I save the completed Sales Order record and then have a copy of that same record as a PDF in the Communication->Files section of its own record? Right now, we have to save the record, print as a PDF and then upload it into the Files section of the sales order. The SuiteApp Docusign integration we use grabs this PDF to generate the envelope to be signed and sent.

msubby Rookie Asked on September 30, 2022 in How To's.
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1 Answers

Hello msubby,

 

You can toggle to the printer logo on the sale order screen, then select print from the drop down.  A new tab on the browser should appear with the sale order which you can save as PDF.

 

Beginner Answered on October 14, 2022.
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