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2023-Team-Delta

This is the repository for Team Delta's Hackathon project that was held on January 28th & 29th at the 2023 Summit at the Wynn Hotel in Las Vegas, Nevada.

Project: Advance File Management for Acumatica ERP

Organize and make better sense of your stored files. With Advanced File Management, Acumatica will analyze file attachment text, categorize the file and store the text into the Global Search. This supports any files with text contained within them.

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Process Flow

The process flow ilistrates the process of the advance document management image

Categories

Add your possible file categories and their descriptions.  These categories are used with the Advanced File Management feature and can be associated in the Rules Screen. img2

Category Preferences

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Category Rules

Here you can configure keywords and the category you wish to associate those keywords too. When attaching files containing text, these keywords will be used to automatically select a category.

Category ID: Select the category from a list of categories configured under Category Configuration
Word Delimiter ID: Enter a Word Delimiter (, - etc) to separate different words required to be found to categorize based on these keywords.
Threshold Delimiter ID: Add Threshold Delimiter and use that delimiter followed by a number to categorize based on a keyword that occurs that number of times.
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