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In addition, if the group name is invalid, the file will still be processed but without a group assigned.
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File Name Rules for More Complex Related Record Types
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What RelatedRecordID is used for my file type?
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The RelatedRecordID for each Related Record Type is Usually the PrimaryKey (ID field) of the RelatedRecord Table.
The list below shows the defaults (No Config.ini file) but can be overridden with the implementation of a Config.ini if required (More on this later in the Config.ini section).
This is a comprehensive list (at time of publishing):
| Record Type | RelatedRecordID format | Table Validated Against |
|---|---|---|
| Action | ||
| APCredit | ||
| APInvoice | APInvoiceID | |
| APVoucher | VoucherID | |
| ARCredit | ||
| ARInvoice | ||
| Asset | ||
| Batch | ||
| CashFlow | JobCode.YearNo.PeriodNo | Forecasts |
| Company | ||
| Contract | ||
| Drawing | ||
| Estimate | ||
| Forecast | ||
| ForecastGainAndLoss | ||
| ForecastRiskAdjustment | ||
| ForecastSubcontractRisk | ||
| ForecastUncommittedAdjustment | ||
| ForecastWIPAdjustment | ||
| Item | ||
| Job | ||
| JobTransaction | ||
| Meeting | ||
| MeetingItem | ||
| Person | ||
| Plant | ||
| PlantPolicy | ||
| PlantServiceOrder | ||
| PriceRequest | ||
| Prospect | ||
| PurchaseOrder | ||
| Quote | ||
| ReturnVoucher | ||
| ServiceAgreement | ||
| ServiceDesk | ||
| SubContract | ||
| SubContractorCetrtificationDetail | ||
| Timesheet | ||
| WorksOrder |
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Rejected Files
Rejected files are files that could not be automatically attached for some reason.
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Timesheet SELECT People.PersonID FROM People WHERE People.EmployeeNo = '{1}' Null
The Config.ini file must be placed in the 'Default Attached Files Folder' if required.