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