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How to upload Bill into OTM

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  • How to upload Bill into OTM

    Hi,

    I have a user requirement to generate the billing report in excel. Allow user to amend the bill amount and upload into OTM. I am unable to find a billing XML for me to upload it into OTM. I manage to find a Payment XML but upon uploaded, OTM will default the Invoice Type = 'I'. I like to check whether anyone had tried to upload bill into OTM? Upon upload, only the bill amount and bill details will be updated.

    Regards,
    Dave Lee

  • #2
    Re: How to upload Bill into OTM

    Hi Dave,

    We have been unable to do this in OTM. To get around it, we upload an Invoice with a REFNUM against it, then update the INVOICE_TYPE to 'B' within an Agent Direct SQL Update. You can the send in updates also, but again, I think you have to update the INVOICE_TYPE.

    We are still using Version 5.0, so I am not sure if this has changed in 6.0/6.1.

    Regards,
    James Foran
    Toll Global Information Services
    http://www.tollgroup.com

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    • #3
      Re: How to upload Bill into OTM

      Originally posted by james_foran View Post
      Hi Dave,

      We have been unable to do this in OTM. To get around it, we upload an Invoice with a REFNUM against it, then update the INVOICE_TYPE to 'B' within an Agent Direct SQL Update. You can the send in updates also, but again, I think you have to update the INVOICE_TYPE.

      We are still using Version 5.0, so I am not sure if this has changed in 6.0/6.1.

      Regards,
      Hi James,

      That's what i am currently doing. I just wonder is there any better solution. I tried to include Invoice_type in the Payment XML but the business logic ignore this field during update. I just there are others out there has a better solution. Thanks for your sharing.

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