Here are the naming conventions for the files in SoftPDF. If you follow these conventions, then the DocStore Menu Choice to "Process SoftPDF" will automatically attach these PDFs to your posted transactions in Adagio.

  • Invoices:
    Six character Customer number – pad left with ‘_’
    Separator ‘_’
    Application prefix ‘IN’
    Separator ‘_’
    Type Invoice or Credit ‘I’ or ‘C’
    Document number – pad left with ‘_’ to length 8 or 12 (*)
    Optional unquifier separator ‘_’
    Optional unquifier ‘001’, ‘002’ for printing duplicate invoices

    Examples:
    SDS011_IN_I___62367.PDF
    SDS011_IN_I___62367_001.PDF, SDS011_IN_I___62367_002.PDF if there are multiples
    _ALB01_IN_I____1234.PDF

    (*) the document number is padded to length 8 if the invoice number is 8 characters or less, otherwise it is padded to length 12


  • OrderEntry:
    Six character Customer number – pad left with ‘_’
    Separator ‘_’
    Application prefix ‘OE’
    Separator ‘_’
    Type Invoice or Credit ‘I’ or ‘C’
    Document number – pad left with ‘_’ to length 8
    Example:
    _ABL01_OE_I___I4515.PDF


  • TimeAndBilling:
    Six character Customer number – pad left with ‘_’
    Separator ‘_’
    Application prefix ‘TB’
    Separator ‘_’
    Document number – pad left with ‘_‘ to length 8
    Example:
    _BOH01_TB_____6002.pdf

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Andrew Bates