Matthew Trembly Software Support Manager

Workflow is elite, for sure, but I don't know if that's an option.  Does this system have a workflow license, John?

The simplest way is to just use AIX with a compound matchcode to return duplicates.  First, create a file cabinet field that will be used to flag duplicates.  Configure AIX to search the file cabinet for any documents with the same Vendor AND Invoice.  For all results, assign a fixed value to this flag field for duplicates.  Create a file cabinet list to display all records for which the flag field for duplicates is set.

See pics ... 

brb

You need a validation that sends the index field entries from the file cabinet store dialog to a REST service.  If your ASP.NET is rusty, take a look at StapleWare's Double Check module.  You can pretty much set up exactly this scenario out of the box in minutes:

https://www.jhoe.com/products/page.php?pageID=13

Does this system have AIX and Task Manager modules?  If so, it's pretty straightforward to check for duplicates in the file cabinet.

Also, it looks like in DocuWare 7.2 you can finally update other file cabinet records instead of just the file cabinet records belonging to the BPW task.

The REST API is not available for DW Forms at this time.

If I understand correctly, then yes, AIX should perform this easily.  Essentially, set invoice status = select client name from quote where invoice ref = quote ref

I have two 7.1 systems on MSSQL 2017.

MSSQL or MySQL?  The log should contain details, or you can view them in the console with the system upgrade tool.

Do you want to alert them right from the file cabinet store dialog during the storage event or just if there's a duplicate vendor/invoice combo in the file cabinet?