Payables & Cash Management

Get Involved. Join the Conversation.

Topic

    Evan Danek
    Check templates not updating in Catalog
    Topic posted September 23, 2018 by Evan DanekGold Trophy: 10,000+ Points, last edited January 30, 2019, tagged Financials, Payables 
    75 Views, 2 Comments
    Title:
    Check templates not updating in Catalog
    Summary:
    Check templates not updating in Catalog
    Content:

    Has anyone else been running into issues when updating check/ PO/ AR Invoice/ Credit memo templates?

    We've run into issues in the past where I've had to save a freshly uploaded template multiple times, reload the folder, and sometimes need to reupload. Documentation I found on Matalink states that the template needs to be uploaded to the custom folder, which will overwrite the seeded original in the shared folder.

    2 weeks ago, I uploaded a new template into test for one of our BUs, and it took several uploads before one of them would save successfully. I then tried to upload the same template to prod, which was not successful. I uploaded it first in our custom folder per the doc, which was successful but did not copy it to the seeded location. Then, I uploaded the template dozens of times to the seeded location, and each time, as soon as it was uploaded, it would save, and I could view some of the previous uploads as well. Then, as soon as I refreshed the page, all of the uploads would be gone again. I also tried uploading to another custom check location that we have in the catalog with the same issues. Any ideas?

    It looks like there is no workaround from setup & maintenance either. The Payment File Format can't really have it's location picked in the catalog, it just defaults to the seeded location which should have been copied/ overwritten.

    Comment