Version 2.1.1 update and safety hardening

Use the validated QR document identifier

Generate a supported document PDF only from a saved document with a positive ID.

Audience: CRM administratorPermission: AdministratorModule v2.1.1

Exact navigationOpen a supported sales document → PDF

Before you begin

Use an account with Administrator and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Generate a supported document PDF only from a saved document with a positive ID. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Open a supported sales document → PDF.
Select the relevant record, filter, report, model or configuration described below.
Use the displayed action or read the current values without altering unrelated data.
Compare the output with the code-backed rules and expected result in this guide.
Record or correct any mismatch before relying on the output in production.

Fields, choices and supported possibilities

Exact actionUse the validated QR document identifier

Exact navigationOpen a supported sales document → PDF

Module version2.1.1

VerificationConfirm the described lifecycle, setting, PDF or compliance evidence behaviour in the same workspace.

Code-backed validations and workflow rules

The QR service rejects document IDs less than 1.
Save the source document before generating its PDF.

Expected result and verification

The supported use the validated qr document identifier flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.