add document introduction slideshare str software
DESCRIPTION
The AventX® Add Your Own Document Wizard (AYOD) provides great flexibility because it allows you to write and use your own recipient, sender, acknowledgement, attachment, and archive queries. This article is an introduction to when and how to use this valuable tool.TRANSCRIPT
AventX Oracle Connector Add Document Wizard
Introduction Provided by:
George Sushkoff and John Vincent
Agenda
Review of the AventX seeded document types
Reasons for automating other document types
Resources and support for configuring other documents
Seeded Document Types
AventX ships with 6 “seeded” document types: • Purchase Orders
• Requests For Quotation
• Invoices
• Sales Order Acknowledgements
• Statements
• Work Orders
Seeded documents come with recipient and acknowledgement queries. However, they require you to explicitly follow some “rules” for data entry.
What is the Add Your Own Document Wizard
*requires AventX Oracle Connector version 7.0.00 or higher.
The AventX® Add Your Own Document Wizard (AYOD)
provides great flexibility because it allows you to write
your own recipient, *sender, acknowledgement,
attachment, and archive queries.
When to use AYOD
You want to automate
a report other than one
of the 6 seeded
document types.
You have a functional
requirement (recipient/
acknowledgement/
attachments) for one
of the 6 seeded
documents that differs
from the documented
standards.
You want to change the
default subject value.
You want to use the XML
Archive Connector.
KB Article:
View this article for additional requirements as well as links to demonstration videos:
How to setup additional documents with the
AventX Add Document Wizard with your SQL
Contact STR Support Richmond, VA
804-897-1600 option 3
Contact John Vincent 804-897-1600 ext. 114
Resources and Support