Introduction

Credit Hound can only view documents (e.g. Invoices, Credit Notes, etc.) if these are archived in a location that Credit Hound has access to and are in a PDF format.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Problem

The user attempts to view a document but cannot.They see a warning that the Invoice (Credit Note etc.) cannot be found.

Solution

Ensure that invoices are being archived in an ordered manner into a PDF archive using Spindle Professional from the accounting system. If this is the case, ensure that the destination is reachable from the workstation.


The path to the invoices can be specified using variables to replace the Company name, Account no, invoice/credit note number etc.


For example, if the invoices are saved in a folder such as :

\\server\archives\AB001\Invoices\Inv0000234.pdf

where AB001 is the account number, 0000234 is the invoice number


Credit Hound Manager would be configured as follows:

Invoice Folder: \\server\archives\##AccountInfo.AccountRef##\Invoices

Invoice File: Inv##TransactionInfo.ReferenceNo##.pdf


Below is a full list of the possible variables:


Object/Field

Definition

Company Object

CompanyInfo.CompanyCode

The Credit Hound code given to the company

CompanyInfo.Name

The name of the company

CompanyInfo.ShortName

The short name of the company

Account Object

AccountInfo.AccountRef

The Account Reference

AccountInfo.Name

The name of the account

AccountInfo.ShortName

The short name of the account

AccountInfo.Balance

The balance on the account

AccountInfo.CreditLimit

The credit Limit on the account

AccountInfo. ForeignCreditLimit

The Foreign credit Limit on the account

Transaction Object

TransactionInfo.ReferenceNo

The reference number of the transaction

TransactionInfo.SecondReference

The second reference of the transaction

TransactionInfo.URN

The unique reference number of the transaction

TransactionInfo.TransactionDate

The date of the transaction

TransactionInfo.DueDate

The due date of the transaction

System Object

SystemInfo. MainWindowHandle

The window handle of the main mdi.


Knowledge Base Article Details

Related Product

Credit Hound, Credit Hound Express for Sage 50

Reference Number

KBA-03-02-008

Document Date

31/03/2015

Original Author

Vince Hodgson

Document Version

1.1

Last Updated

07/04/2016

Update Author

Vince Hodgson 

Keywords