Sharepoint document linking to defined records

@Mark_Wonsil and I have talked about various means to work with Epicor file links but I’m not sure we ever covered the direction you are headed. Can I ask a question first?

Why Sharepoint? I know everyone has reasons for doing everything, but the core reason is what? I ask because a file share would do just as well for storing documents, and the DMT would be simple at that point (once you’ve created the data file of course). If you mean to use auditing or revisioning functions, then SP it is. But I’m just curious if SP is the right way, or just the currently desired way to go.

I did a little research - Files are linked from SP to E10 via the Ice.XfileRef table and it’s the URL to the Document (inside SP) in the XFileName field, so…

IF you were to bring all the docs into a SP folder for ECOOpr, and
IF you could get a full metadata file pulled from SP (see SPListX from Vyapin.com - short term license is available for these sorts of things) that included the DMT key fields and the URL to the file), then
You could do the DMT and link the mass of docs inside SP into Epicor file attachments on the correct transactions.

Creating the DMT file would take some effort to parse the file names (maybe using Excel) or manually enter the ECO/Operation data needed.

I do not see a DMT for ECOOpr but I do see one for “Operation Attachment” and the only required fields are Company, Opcode and FileName, but I think DocTypeID should be required as well. Given this, I’m not sure what you want to do will work, so I’d try a file or two in SP and a two line DMT file and see what happens as a proof of concept. It may not put the attachments where you want them to go. I’m pretty sure this will only put the attachments on the Operation Master. If you want them on your ECO records, that may take some additional work.

Hope that helps and best of luck to you!
Mike