Judy Val
asked on
auto extract and load data fields from invoice adjustment form onto Sharepoint 2013
I have a invoice adjustment form in ERP system and I am manually entering data from invoice adjustment form into Excel for tracking purpose. If invoice adjustment form is adjusted with QTY, price, customer or other data fields, I get another invoice adjustment form and I have to update my excel. This can happen multiple times (repeats steps).
1) I want to eliminate manual excel entering/updating process (get rid of excel).
2) Extract and auto load invoice adjustment form data into SharePoint.
There is no integration between ERP and SharePoint at the moment.
What would be technical solution?
What I need to do in order to map all invoice adjustment fields to sharepoint?
How to handle multiple adjustments on same Order (which means QTY is changed or other fields have changes on the same Invoice form?
I am not a sharepoint developer or a programmer but I have used sharepoint where created pages, auto acknowledgement email, created a form using InfoPath, etc.,
How sharepoint will manage multiple changes on the same order .
Thank you so much. Please assist.
1) I want to eliminate manual excel entering/updating process (get rid of excel).
2) Extract and auto load invoice adjustment form data into SharePoint.
There is no integration between ERP and SharePoint at the moment.
What would be technical solution?
What I need to do in order to map all invoice adjustment fields to sharepoint?
How to handle multiple adjustments on same Order (which means QTY is changed or other fields have changes on the same Invoice form?
I am not a sharepoint developer or a programmer but I have used sharepoint where created pages, auto acknowledgement email, created a form using InfoPath, etc.,
How sharepoint will manage multiple changes on the same order .
Thank you so much. Please assist.
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