PDF Report Individualization

M

Mike

Hello,

I am using Access 2007. My application includes an Accounts Receivable
program from which I generate invoices. Is it possible to automate a process
for emailing PDF versions of the invoices to my clients? Each client's
unique identifier appears on the invoice, and each client has a valid email
address. Thanks.
 
T

Tony Toews [MVP]

Mike said:
I am using Access 2007. My application includes an Accounts Receivable
program from which I generate invoices. Is it possible to automate a process
for emailing PDF versions of the invoices to my clients? Each client's
unique identifier appears on the invoice, and each client has a valid email
address.
Click to expand...

Yes.

You will need to use VBA code to run through a recordset and
individually send the emails. For sample recordset logic see
http://www.granite.ab.ca/access/email/recordsetloop.htm

For a page on how to print a report for a single record and how to
generate reports to attach to emails see the Emailing reports as
attachments from Microsoft Access page at
http://www.granite.ab.ca/access/email/reportsasattachments.htm

The recommended method of creating PDF files is A2000ReportToPDF is an
Access 2000 database containing a function to convert Reports and
Snapshot files to PDF documents. No PDF Printer driver is required.
http://www.lebans.com/reporttopdf.htm.

Other solutions are available at Creating PDF files from within
Microsoft Access http://www.granite.ab.ca/access/pdffiles.htm

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems at
http://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog - http://msmvps.com/blogs/access/
 
J

James A. Fortune

Tony said:
Other solutions are available at Creating PDF files from within
Microsoft Access http://www.granite.ab.ca/access/pdffiles.htm
Click to expand...

Tony,

In that link you reference a CDMA post of mine entitled:

VBA code to extract PDF stream from BMP (long)

Thanks for including part of my technique among the others. I would
like to bring your attention to a follow up post that could not be
attached to the same thread because it was so old that Google dropped
the 'Reply' link:

http://groups.google.com/group/comp.databases.ms-access/msg/9c3dcf952fc3e3d3

All previous testing was done with images where the height and width are
less than 256 pixels. The post alerts users that the GetColorsFromFile
function originally posted will not work for those larger images and
suggests a possible fix.

I've found that using Access to create PDF files, especially after
compressing the image data obtained by the function, allows me to
generate exquisite PDF reports while maintaining minimal file size.
BTW, like Stephen Leban's Snapshot method, this technique does not
require a PDF Printer driver. Note: I consider what I have done with
PDF files to complement rather than compete with Stephen's contribution
since my goal is quite different than his. As a result, my technique
does not even require Snapshot files or DLL's, but it requires much more
time to set up the PDF layout. It has been quite a learning experience
to delve into the PDF format and to compare this technique to Stephen's
and Microsoft's methods for converting Access reports, along with
comparing the technique to formatting and reporting XML data. I hope to
be able to share better examples in the future.

James A. Fortune
[email protected]
 
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