Document Upload by Service Provider

[naveengupta4s]

Dear Members,

We have a requirement, wherein a Service Provider should be able to upload documents like POD against shipments delivered, through ServProv Menu? How can this be achieved?

OTM version: 5.5.4

Thanks in advance,
Naveen

[libran_santhosh]

Re: Document Upload by Service Provider

Dear Members,

We have a requirement, wherein a Service Provider should be able to upload documents like POD against shipments delivered, through ServProv Menu? How can this be achieved?

OTM version: 5.5.4

Thanks in advance,
Naveen

hi
login as dba.admin and create a new screen set( configuration and administration--> user configuration-->screen set manager) with label.ServprovTenderResponse as the lable ID. add 'attach document' as action under the actions tab. enble the screen set for the servprov domain through 'manage user access'(configuration and administration--> user configuration-->manage user access). This would enable the service provider to attach documents for a shipment using the actions button.

Regards
Santhosh Amireddy

[naveengupta4s]

Re: Document Upload by Service Provider

Hi Santhosh,

Thanks for the reply.
While adding a new Screenset, there is another mandatory field to be entered: "Query ID". What is the ID that I should enter there?

Regards,
Naveen

[libran_santhosh]

Re: Document Upload by Service Provider

Hi Santhosh,

Thanks for the reply.
While adding a new Screenset, there is another mandatory field to be entered: "Query ID". What is the ID that I should enter there?

Regards,
Naveen

Hi
enter 'shipment' ni teh query ID field.
sorry for missing that out in the initial reply

Regards
Santhosh Amireddy

[rramaiah]

Re: Document Upload by Service Provider

I have the same requirement as the Original Poster (Naveen). On the SERVPROV, On the results screen , when I click on UPLOAD DOCUMENT action, it is giving an error saying : You do not have rights to access this Page.....Please advise what other set-up I am missing.

[sangamesh]

Re: Document Upload by Service Provider

Give the Access to Servprov by assigning through Access Control List.

[rramaiah]

Re: Document Upload by Service Provider

Give the Access to Servprov by assigning through Access Control List.

Thanks for the reply , Now I am able to upload the documents , but do not see the option to view the uploaded documents either via actions or smart links .... Trying to add view documents function onto the smart links tab of the screen set but couldn't Seem to find such a option , please advise

[sangamesh]

Re: Document Upload by Service Provider

Check if the Document option is coming in Admin screen then copy the code of View Document from CLOB and Edit the User Screen CLOB and paste the copied code under related links segment and commit it. Edit Screen set and check if Document option is coming.

Below might be the code.

<related_links display_abc="true">
<related_link name="documents_direct"/>
</related_links>

[Anurag_Saini]

Re: Document Upload by Service Provider

What is the version of OTM?

To view documents, you need to go inside the object and go to Documents Tab to see the attached document.

Other way is that you go to Business Process Automation -> Document Manager and search for the document by Object ID.

[rramaiah]

Re: Document Upload by Service Provider

What is the version of OTM?

To view documents, you need to go inside the object and go to Documents Tab to see the attached document.

Other way is that you go to Business Process Automation -> Document Manager and search for the document by Object ID.

Dear Anurag:
Version of OTM : 6.3.4
We are attaching documents to Object Invoice. But I do not see "Documents" tab on the invoice screen though.
The only way I could get to them right now is via Business Process Automation.
- Could not figure out a way to add a fuction to the smart links so I can "View the Documents attached". Please advise.

[rramaiah]

Re: Document Upload by Service Provider

Dear Sangamesh:
I do see the "Documents" Option on the Admin screen. Can you please be more detailed (step by step if possible), on how to update the CLOB on the user screen. Thanks in Advance.

[rramaiah]

Re: Document Upload by Service Provider

Check if the Document option is coming in Admin screen then copy the code of View Document from CLOB and Edit the User Screen CLOB and paste the copied code under related links segment and commit it. Edit Screen set and check if Document option is coming.

Below might be the code.

<related_links display_abc="true">
<related_link name="documents_direct"/>
</related_links>

Dear Sangamesh:
I do see the "Documents" Option on the Admin screen. Can you please be more detailed (step by step if possible), on how to update the CLOB on the user screen. Thanks in Advance.

[rramaiah]

Re: Document Upload by Service Provider

Dear Sangamesh:
I do see the "Documents" Option on the Admin screen. Can you please be more detailed (step by step if possible), on how to update the CLOB on the user screen. Thanks in Advance.

Dear Sangmesh : Thanks for all the help, I was able to do what you suggested using CSV Export / Import of the related sceen/finder set....My Issue is resolved.