Can anyone offer some guidance on how we can upload attachments to sales orders. When we go to upload an attachment and click ‘Add’ It gives a Document Type, Description and Link - I have no option to select a file to upload ?
I’ve tried going into document type maintenance and adding a new document type but the only option for storage type is ‘Attachment Link’ with the option of putting in a BASE URL.
How can we set it up to be able to upload documents onto sales orders in Kinetic ?
You can just drag and drop a file onto the screen, then you will get the same popup asking for the Document Type and Description.
The first place to go to set up Document Management in Kinetic is “Attachment Type Maintenance”… and the first question you need to answer is “where are these documents going to be stored?”
Unless you have the ECM (Enterprise Content Management) module (formerly known as DocStar), Kinetic DOES NOT store the document in the ERP database… all that Kinetic stores in the database is the LINK to where the document lives. If you’re SaaS, then your easiest options are Google Drive, DropBox, or Sharepoint. If you’re on-premise, you can also set up a local fileshare (network drive/path combination). Remember, Kinetic is ONLY storing the LINK… so if anyone moves or erases the file then the link won’t work any more.
Mr. Lowell,
It looks like you’ve had some experience with saving attachments from Epicor into SharePoint. I’ve done a bit of AI research and have done some code integration with Salesforce so I’m familiar with creating and executing custom code via BPM.
I know that this attachment redirection is done via the post processing of the Sales.Update for instance and understand what needs to be done. My issue is creating the correct syntax of C# to get this to work.
I have my tenant ID, Client ID, ClientSecrete, SharePoint url, and library name. Where would you recommend I can access some assistance with my syntax issues?
Thank you in advance …
Sincerely,
Kent Flora
I am not a programmer, but if you post your problem code and the error(s) you’re getting, there are LOTS of folks who are and would be happy to help.
You can also just use the forum Search… put your error code in the Search and see what develops.
Ok. Thank you for your response.