Has anyone found a way to bulk upload invoice attachments with invoice details? We have an import template built that is used to upload invoice data into Epicor, which works great, but then the AP processor has to go back to each invoice and attach a copy of the PDF invoice, so the document is maintained with the record in Epicor. Is there an in-system way to add the attachments as part of the upload? If not, has anyone found a programmatic way to accomplish this (or something similar).
I appreciate all thoughts. Please let me know if you need more context or have any clarifying questions.
To help the community provide the best answer, could you include as much of the information below as you can?
Epicor Version
Deployment Type (Cloud, On Prem, 3rd Party Cloud etc)
Is this a Kinetic UX (Web) or Epicor Classic issue?
How is the template being processed?
Depending on the above there are several options. Do you have ECM? It can do the upload and attachment. If you are using a dashboard for the template you can get the pdf from a file and upload. If it is DMT and the pdf file name is in the template then you can do it with a bpm that grabs the pdf post processing from a folder and attaches it.
Also, it would be helpful to understand if you know how to equate the newly created invoices with their attachments, as the solution you are looking for is more than likely a two-part process, unless you want to try ECM & IDC workflows to do the work.
Greg and I are probably thinking about similar solutions, but some more detail would help.
Hello,
thank you for the speedy responses. Below are responses to your clarifying questions:
Version: 11.1.200.0
Deployment type: On Prem
Epicor classic
Do not have ECM
Template being processed: DMT (don’t currently have the pdf name in the template but can modify once a process is identified)
Re. Mike’s question: we do not currently have an approach for equating the invoices and their attachments, but have considered this and I believe we could develop a naming convention using “vendorname-invoice#” or similar to connect them (is this in line with what you were thinking?)
Good answers - we can work with that. shame you don’t have ECM - that would make this easy and give you soo much more power.
The DMT template for attachments on Invoice Head is quite simple - company, Invoice Num, File Name, Drawing Seq (default to 1). You just have to make sure that the account running the DMT has access to the file location of the attachments.
The relationship you have to establish is filename ↔ InvoiceNum. It doesn’t require Vendornum, but it can, so you can include it if you want to.
One quick note…the vendor ID is required even though the template doesn’t show that. The field name is VendorNumVendorID and the value should be the Vendor ID.
