Customer Attachments Issue

Epicor ERP 10
1

Good Afternoon All,

Currently at the
Customer - Tracker - Att
Customer - Tracker - List
I have two Files attached to a Customer Account on Epicor (Customer Shipping Spec - Word Doc and an Export Order Form - Excel).

These items are saved on our Network Drive, the issue I am currently having is if I up-date and save the file at source, NONE of the changes I make are reflected when I go to view the files in the Customer tracker.

The only way that I have been able to see the changes is if I re-upload the files. This is not something I would like as the orders are used across about 80 Customers.

Any ideas?

2

Sounds like it’s not configured like you think it is.

What type of attachment is it, link, or file?

1 Like
3

Thank you for getting back to me - These files have been added to the Customer Maintenance section:

Customer main
Customer main1059×375 61.3 KB

By browsing and finding where the files is saved on the Network, then adding a name to the file in question.

Is there a better way to do this?

4

What is the Document Type?

Open Document Type maintenance and show us the info for what that is.

I have a feeling you are storing files, not links, which means you have files in two locations, and are probably editing the wrong one.

Let’s see what’s happening, then we can talk about what the alternatives are.

1 Like
5

Thank you for the information - I will look at that and see what can be done.