Is it possible to create an Updatable BAQ to create an AR Invoice Group and the Invoice Detail? Or do we need to create the Invoice Group ahead of time and then update the invoice details only in the UBAQ? Somehow my UBAQ is only creating the AR Invoice Group and not the invoice detail lines.
It seems that UBAQ can’t “Create new records” such as a new AR invoice…it can only update existing transactions. Is this correct? There is an “allow new record” checkbox.
UBAQ’s definitely allow creating new records. AR Invoicing may be extra tricky, as the BO’s have to create new records across multiple tables.
Yes, I’m trying to accomplish this but seem to get hung up on how to create new records across multiple tables such as creating the ARGroup first, then the InvcHead, then the InvcDtl if this is the right direction to use UBAQ for this.
What is your business case @cchang? Why do you need to create invoices? Are these always Misc. Invoices? If not, I believe there’s even more work since you would need to match these invoices with shipments.
What does the BAQ in the UBAQ look like?
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Basically they receive an Excel spreadsheet of Rebate invoices that need to be created in Epicor. They would like to automate this process by uploading the spreadsheet by doing a copy and paste update into the UBAQ where it will create new records by creating the AR Group, Header, and Invoice Details.
So you’re receiving rebates? Or are you issuing rebates and want to enter Credit Memos - since you mention AR.
@cchang - Do you have DMT? That would be the easiest way to get that info in.