Hi Torsten,

I am not aware there standard functionality to do this, especially on a specific type of order (presuming you mean by request type).

I asked R&D and they agreed no functionality exists but also thought it might be possible with a process flow.  Using a process flow is NOT confirmed.

Hi Phil,

is there maybe an solution via API possible?

Something like this (but this is not working):

<root>
  <session alias="" email="">
    <state bc_name="Service_Order">
      <action name="data">
        <main>
          <row number="1">
            <order_id dtype="string" in_var="" out_var="">SV2205020161@@1</order_id>
          </row>
        </main>
        <ap_attachments_xref>
          <row number="1">
            <ap_attachment_id in_var="" out_var="">3485748</ap_attachment_id>
            <table_key in_var="" out_var="">SV2205020161@@1</table_key>
            <table_name dtype="string" in_var="" out_var="">order_line</table_name>
          </row>
        </ap_attachments_xref>
      </action>
    </state>
  </session>
</root>

We do have an ap_attachment_id at the customer, maybe we can use this to add a reference to the order itself.

Just an idea.

Thanks.

Michael

Hi Michael,

I did discuss this with R&D and it does not look like this will be possible without an RFE or change.  My understanding is that you want to attach an Excel to the Customer and then based on the service order request type, clone that attachment to the service order.

The API that was investigated does not clone the attachment but relinks it to the service order record which means the attachment is basically moved from the customer record to the service order record thus not available for additional service orders.

Thanks Phil for your help.