Has anyone done any custom Doc-Link programming with Epicor?
I’m looking to create new records via SQL inside the Doc-Link database and assign those records to a custom workflow. I know Doc-Link has its own SQL database that is independent from the Epicor database but I don’t know where to begin to write data to it. I can read data from it no problem.
Thank you for any information.
I would create another database have my own tables and link to the doc-link database.
The problem is I have to funnel documents from my external database into the doc-link database.
The way our accounting dept. uses Doc-Link is basically start by funneling all AP Invoices into Doc-Link. Then use the document workflows to determine if theses invoices should be paid or waited upon. When it’s determined they will be paid is when they finally add the information into Epicor’s AP Invoice records.
So I would like to write records into Doc-Link so they can join the workflow. If I can do it programmatically, I’m saving hours of manual entry time each week.
Not that you want to hear this Scott, but that is functionality in DocStar… Feed the invoices in, go through workflow, auto-load to Epicor 10. We plan to implement that next year.
Mark W.
In DocStar, can you feed the invoices in programmatically, like through an SQL query?
They can be received via an email box, scanner, or file folder somewhere. Are you trying to import EDI invoices (810)?
Mark W.
I have created a supplier portal on the web. One feature of the portal is that vendors can enter Invoice information and attach a PDF of their invoice.
I store the information in my own database and it’s kept there until one of our accounting users reviews it by logging into a “manager” side of the portal . Upon reviewing (and possibly editing the invoice) and clicking a button, I want the information the vendor has entered about that invoice, including the PDF they have uploaded to be created in Doc-Link (or DocStar).
Does the DocStar email take parameters to index it? For example say I want to index vendor ID and invoice date? Would I have to format the email in a specific fashion?
Could you do that programmatically with DocStar? I know that in DocLink if I knew the correct tables/columns I could create the record myself straight via the web. The problem is I don’t know the correct tables/columns to create the record.
Hi Scott,
As far as I can tell, it just uses OCR to grab the PO, Invoice, Amount, etc from the form itself. You just pass that along to the workflow. In DocStar, you define the meta-data you want to track on each document type. When you define your meta-data, you map the Epicor fields that feed into DocStar. So once I have the PO, I know who the supplier is, who the requester is, etc. and those values are added to the index of the document in DocStar. DocStar will also do your matching to make sure that the receipts were done in Epicor and then route it for approval based on the workflow (which you can design). Once all of those approvals pass, it loads the invoice into a AP Invoice Group for payment.
That’s how it looks on paper anyway. We’ll know more next year once we get there. Right now, we’re moving to 10.2 this weekend on Dedicated Tenancy, so our plates are full.
Mark W.