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Question

How to extract finance documents (invoice attachments) in bulk using date filters?

  • October 5, 2021
  • 1 reply
  • 344 views

Sachin Vithanage
Hero (Former Employee)
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A customer has a requirement where they need to extract supplier invoice attachments based on date filters (ex.Invoice date/ voucher date etc). In Document Management windows like Document Revision, currently there are no product specific search parameters like ‘invoice date’ to filter out the invoice attachments.

For example, if we want to extract all the attachments belonging to the supplier invoices entered during the last calendar month, is there any way to do this in one go?

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1 reply

Hi Sachin,

You can extract supplier invoice attachments in two-steps script. First use this window to retrieve all invoices based on date filters : Invoice date or voucher date :

 

Next you can find all attached documents in that window using search for Key Ref or Object Key column (note that Key Ref search will be much faster):

 

 

Those windows are based on views   INCOMING_INVOICE2  and  ENHANCED_DOC_REFERENCE_OBJECT

 

Regards,

Pawel

 


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