Sage 100

Customer is using serialized inventory. They scan and save a ""certificate"" that goes along with every serial item to a network folder. The file name is the serial number.pdf. When an item is sold, they want the certificate for that item to be automatically attached and sent as well. Either via paperless or alerts. The Invoice might have 1 item or many items on it. Any good ideas or solutions out there?

If there is budget, check with Altec. I think the mail automation tool in DocLink can do this. Not positive about the multi attachments though. You may have to do some kind of scripted pre-process to put all the required attachments into a single pdf. Worth checking anyway. You can use the docLink paperless solution and then add the workflow automation piece to keep cost down. If you need a contact, let me know and I can get several for you.

Thank you Shawn. I checked with them first. They quoted me around 40k, before hardware. Looking for something more affordable. Looking at DSD's paperless solution.

Excellent @KennyDaniel. Let us know if the DSD solution is a fit. We have had similar requests in the past.

Add a sub-report (using invoice detail table) to invoice group footer 2, then embed the file reference of the certificate in JPG format within the sub-report. Link via invoice number and group the sub-report on invoice number/Item number, and embed the JPG at item number footer, with a page break after the footer. That'll print a cert for every item on the invoice that has one. You may have to conditionally suppress items without certs, as well as invoice headers/footers (if you don't need them)... but it works. I think embedding the image will only work with Crystal XI though.

WOW, great idea @MarkKotyla. I'll give it a shot. Thank you

If Mark's idea doesn't work for whatever reason, Sage Alerts & Workflow (KnowledgeSync) would also be able to do this.