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Automation of report

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Hello All,

What I need is to have an automation of the report that once the bill date is reached the report is generated as pdf, saved to notes of the entity (Custom entity) and also get exported to a file share with the file name as "InvoiceDate-CustomerNumber-InvoiceNumber" ? 

How can I do that? Do I need to create a plugin for that or there's another way to do this?

Thanks!!!!


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