When attaching documents on Inspection Processing page it would pull up this page that looks different from the usual attachments window (which is fine), but for whatever reason we cannot select a specific Doc Type ID when adding attachments.
As you can see in the screenshot, I had two other attachments (both attached from Receipt Entry) with the correct ID, but when trying to attach here it would say No Data Found under Doc Type ID.
I’m wondering if perhaps documents added to RcvHead & RcvDtl are “viewable” in Inspection, but in order to attach when in the Inspection forms, you need to set up the Doc Type Control for NonConf table?
Apologies, I have little to no experience with Epicor. We are trying to attach here because this is the page our inspectors use for every part coming in. We’d attach packing slips and CoCs here ideally.
Attaching in Epicor is table based. The receipt tables are not involved in the Inspection Processing screen. You would have to do a customization to accomplish what you are asking. I recommend creating the required DocTypes on the NonConf table and attaching them there.
If you need to attach something to a PO Receipt, that’s the table to look at.
PO Receipts → RcvDtl
First Articles → FirstArt
RMA’s → RMADisp (though it technically kicks you out to RMA Dispo Entry to do the actual work)
Everything Else → NonConf
Inspection processing is, by far, my least favorite module to touch because whatever you do you usually have to do in triplicate in order to keep things consistent across the inspection types. Each type also behaves a bit differently.
In Application Studio, it is called that, but the table is not there. Inspection Processing is an amalgamation of multiple processes and is built as a View to all of them. Unless something has changed, the only way I know of adding attachments in Inspection Processing is the NonConf table. @jtownsend , if you have a way of attaching to the individual tables through Inspection Processing, I would love to know.
Inspection Processing on left and Receiving on right.
Wow! @jtownsend , my apologies. You are absolutely correct, the inspection data is on the RcvDtl table. I used to know that and somewhere I must have lost it.
But, I still don’t think you can attach TO the RcvDtl table from Inspection Processing. I would test but don’t have a good environment spun up at the moment.
Main reason why I know is only because I’m in the middle of an ongoing project on Insp. Proc. I’m sure I’ll have forgotten it too in a couple years…at least one can hope.
As far as attachments, while I can think of a hackey way or two to do it in Classic, I wouldn’t even guess at Kinetic. Maybe a button, that launches a dialog where you can link to a file, which then fires off a function that calls (or mimics) the Receipt Entry attachment methods?
I’m honestly not sure that, even if that could work, it would help users or confuse them.
To be fair, I am able to attach documents on Inspection Processing for PO Receipts (by default goes to RcvDtl - I can’t change the table). I just cannot assign a Doc Type ID… so I don’t see it anywhere on DocStar/ECM which makes it kind of useless lol. It goes to a folder somewhere in the App Server.
Thanks all I’ll try my hand at customizing the page, or if there’s really nothing maybe a process change.
It might be a matter of a bad filter on the combo in the grid for selecting your Doc Type … if you’re going to try customizing, I would start there. (It would be under Grid Model > Columns > Erp Editor Model of the column in question)
As was discussed above, that’s the correct table. If you look at the RcvDtl table, you’ll see that it contains details on the receipt itself, as well as inspection data. Inspection Processing writes to those tables, and items come off the Inspection Queue when RcvDtl.InspectionPending is false.
Is there any DocTypes associated with the RcvDtl table? If you go into Receipt Entry, can you see the doc types there?
That’s probably a dumb question, but bases should be covered before customizing. It can save hours of “why isn’t this working?”
On this environment none of the current document types are reserved for specific tables - so yes, they are all visible on Receipt Entry and it should be as well on Inspection Processing.
For my part, I tried out a couple methods of getting my attachment button idea working. That turned out to be an even bigger dumpster fire than I imagined. I basically had to trick the attachment module into thinking the request came from Receipt Entry. Which wasn’t really a trick, so much as instantiating an entire receipt entry transaction in parallel to the Inspection transaction.
I don’t think I’m going to proceed with it. I probably need to take a step back and go for a new approach.