Software (include version): DocStar ECM, Epicor ECM
Case Use: DocStar is being hosted on our cloud so we cannot datalink to the customfieldmeta values. We can use the following structure to check for dupes in DocStar.
This examples shows (Vendor ID and Invoice Number) another example is to use (Vendor ID, Entity, Invoice Total) – sometimes invoice numbers are not read perfectly which could cause missed dupes.
Ex… SI-1234 or 51-1234
Customer: This was added to Vineyard Vines - both instances listed above
Prerequisites: Advanced Workflow
See Helpful link listed below
Helpful Links: Duplicate Invoice Checking_No Datalink PDF