We are starting our testing to move to Cloud in a few months.
Currently we save our invoices to a network share. I don’t think we can save directly to a network share once on Cloud. Is anyone saving or printing files to a network share with routing? I am looking for ideas or solutions to save these invoices to a network share.
Currently they save as a PDF with the Invoice Num as the name.
thanks Kim
If you mean just doing a File → Save As, it will still work. Could customers get space on the server you can map like a regular drive. Other areas where you output files like EDI, BAQ Export process, etc still work, you just specify the UNC path.
I guess it would be like that. currently we have printing and routing set up to break on the Invoice Num so when they do a batch it is sent to Lockstep. I need to do the same thing but save it to a UNC path. I didn’t think UNC paths worked in cloud because Epicor doesn’t see our servers?
Maybe I am asking the question wrong.
I don’t believe you can either.
Correct. They have the Edge Agent to bridge that gap but I don’t think that will help here.
I’m not cloud but I seem to remember discussion here about being able to pay Epicor for a Azure File Share connection. Where you can store files and access.
Change your routing rule to copy (or blind copy) a shared mailbox when emailing the invoice. Then you have all the invoices saved in the mailbox. Not the same as a file share, but still searchable and shareable.
We do this even on-prem. As a archive/logging method to track what was sent.
And an Outlook box is easier to search than a network folder. We have our ecom order acknowledgements come into a shared box for this reason.
That’s mainly for integrations for things like Bartender. Limited space etc.
If you are going cloud, it’s time to move to Sharepoint.
what about to ECM? Would that be a better option?
a shared mailbox it not an option for us.