Automated Import / Entry of Prices into Supplier Price List

Kinetic ERP
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1

Hi Everyone, Happy New Year!

I was wondering if anyone had a (great) system for automating the entry of supplier prices in the Price List on the Part File.

We have ECM and Forms. I was wondering if we could create a Form that the supplier enters the price and terms in and it will update the price list. I do have someone here who can make a form and set it up to attach to the part using ECM, but I dont want the Quote/Price to just be a document attachment, I want it actually entered in the price list.

I have automated the RFQ process by using a data directive. I have a custom field that can be checked in the Part file and it will send a RFQ email to those suppliers in the DD. They ideally reply to the email with the pricing. If they attach a quote, the attachment is saved on the Part File Document Attachments, but the price still has to be manually entered into the price list.

I know there is ECM Automation available, but it seems to be to be a lot of work to map all my different supplier’s quote forms for Epicor to be able to identify and import. I was thinking if I had a form I sent to the supplier it would be easier.

I am open to all ideas. Thank you!

2

Based on the information you listed, entering parts attachment with the form data entered as well with a REST is available. You would need to find the right REST call and add it to the workflow, create fields link to the Datalink fieldgroup task.

I’m guessing it would take a bit of time to iron out the error handling, make sure the workflow handles correctly.

I’ve done workflows that create part numbers with a REST call. The call type is most likely a post call.