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AventX Oracle Connector Add Document Wizard Introduction Provided by: George Sushkoff and John Vincent

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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.

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Page 1: Add Document Introduction Slideshare STR Software

AventX Oracle Connector Add Document Wizard

Introduction Provided by:

George Sushkoff and John Vincent

Page 2: Add Document Introduction Slideshare STR Software

Agenda

Review of the AventX seeded document types

Reasons for automating other document types

Resources and support for configuring other documents

Page 3: Add Document Introduction Slideshare STR Software

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.

Page 4: Add Document Introduction Slideshare STR Software

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.

Page 5: Add Document Introduction Slideshare STR Software

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.

Page 6: Add Document Introduction Slideshare STR Software

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

[email protected]

Contact John Vincent 804-897-1600 ext. 114

[email protected]

Resources and Support

https://portal.strsoftware.com/Lists/KnowledgeCenter/Article.aspx?List=bb28ea8b-a3a1-4929-987b-54314e184296&ID=16689&RootFolder=/Lists/KnowledgeCenter/AventX Oracle Connector&Source=https://portal.strsoftware.com/Internal/Kn
https://portal.strsoftware.com/Lists/KnowledgeCenter/Article.aspx?List=bb28ea8b-a3a1-4929-987b-54314e184296&ID=16689&RootFolder=/Lists/KnowledgeCenter/AventX Oracle Connector&Source=https://portal.strsoftware.com/Internal/Kn
https://portal.strsoftware.com/Lists/KnowledgeCenter/Article.aspx?List=bb28ea8b-a3a1-4929-987b-54314e184296&ID=16689&RootFolder=/Lists/KnowledgeCenter/AventX Oracle Connector&Source=https://portal.strsoftware.com/Internal/Kn
mailto:[email protected]
mailto:[email protected]

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