Adding new Document Type for Doc Transmittal

SOLVED

Hello,

Using customizer, we are able to add a new document type for document transmittal into the 'other contacts' window (from maintain customers). We have created a custom table to store the value and can join back to tcicontact through the cntctkey field. 

What we would like to do is add this new document type into the primary contact doc transmittal window. The primary table through that task is tarCustDocTrnsmit and doesn't contain the cntctkey field. 

In a test system, I updated tarCustDocTrnsmit to include an additional smallint field to accept the value from the checkbox we added.

Aside from losing the field and all the values if a Sage upgrade were to occur on that table, are there any other repercussions to consider in updating a Sage non-wrk table? 

Thank you

  • 0

    I believe the table is the least of your worries.  I'm not sure what document type you added, but prior to Sage 500 having the ability to process PDF's in Document Transmittal, we use to do a customization for that which included modifying the Document Transmittal DLL so it would recognize the PDF option and create the PDF to be sent.  

    How are you going to generate your new document type if you can't modify the Document Transmittal DLL?

  • 0 in reply to LouDavis

    we are on g suite, and not microsoft exchange so we don't use the documental transmittal as it is built into sage.  this checkbox is used moreso as a flag to automate sending of reports through custom code written in google apps script. users simple drop documents in a specific google drive folder and the script picks it up and sends it off automatically. we already have this in place for new invoices posted, however, accounting has the need for a separate email address to use for past due invoices. this new doc type is for the purpose of identifying a separate email address to use for past due invoice notifications. 

  • +1 in reply to sabian
    verified answer

    Interesting approach.  Well if you are not using the stock functionality of Document Transmittal, you shouldn't have to worry about much with the table change other than the upgrade which you already are aware of.  During the upgrade to a newer version, you could use the DB Compare option to note the changes to the tables you have done and create a custom upgrade script from that to keep your modifications.  Sage has detailed documentation on how to do this and use your custom upgrade script during the upgrade.

  • 0 in reply to LouDavis

    thank you lou for your reply!