@Barb, like you, I have documents flowing from DocStar (Epicor IDC => Epicor ECM =>) into non-Epicor ERP system. One process has a limited # of AP invoices going into Dynamics GP. Another process has customer POs (for pickup services) going into a 3rd party transportation system as our Sales Orders.
@Barb, you might not want to share which ERP system you’re integrating with DocStar. But if it’s Dynamics GP and the 20,000 docs per month are AP invoices, I would love to ask you a few questions privately. I’m on the verge of pursing AP Automation for almost all of our AP invoices. So my questions would involve how you’re addressing some things with the Coding (GL distributions) and AP Batching.
Regardless of your ERP system, if you’re upgrading from IDC version 7.x to version 9.x, you might want to read the brief summary of my experience that’s in a Dec 2022 response within this discussion topic: Docstar and IDC - Upgrade to 21.2.x and 9.xx - notes from the field - #3 by MikeGross