Mark, any chance things have gotten better?
Our finance department evaluated several programs, and has decided to go with Concur… They want to provide a CSV file for us to load, so I’ve been looking at matching fields against Epicor. I’d like to leave it in the hands of the AP folks, so IT doesn’t have to do a DMT load daily or weekly.
How can I set it up so AP users can paste-insert the data? I could see creating a daily group, then from the CSV, copy and paste into the AP Invoice Entry summary tab to create the Invoice Headers. Would you need to do the lines manually?
Or somehow automate DMT (DMT Tool - #16 by frontierits) where a file is dumped into a folder, and it’s consumed? I would rather go down the REST path than service connect (we don’t own service connect developer), but sounds like REST is additional for Concur. We aren’t LIVE with Concur (and I’m not sure if we’ve signed a contract yet), so maybe there is some leverage to get them to toss in a custom report or REST access.
If I do AP Invoice Load, it looks like there isn’t any part number info to get line details.