I would like to populate an EPDM template with information from an existing file data card.
In this case is a Purchase Order and I need to create a variation on it I would like to right click the existing PO and run a template to build the variation pulling information such as the suppliers details and original order value in the to the variation from the PO?
Hi Jeremy,
If the PO's are inside EPDM and their datacards are populated with the relevant metadata (i.e. PO#, date, supplier details, order value, etc.) you can run an add-in but I have investigated this but can't see a way to run a template to "copy" this info to another file.
On that note, I just finished writing a vb.net add-in to do "almost" the same thing.
After investigating what is involved to make an EPDM template do this and not finding a way, I wrote the add-in.
See my site for contact details or PM me.
Hope this helps,
Tim Webb, CEPA
http://www.equivaq.com