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To add documentation to Vouchers, Customer Orders or Customer Invoices, such as signed delivery documents, damage reports, etc. can be done thru the Payables Voucher/Payment Inquiry or Receivables Customer Invoice/Payment Inquiry if the user is configured to do so thru User Profile.

Pre-Requisites

  1. User Profile
  2. Vendor Master
  3. Customer Master
  4. Item Master
  5. ERP Attachment Setup

Step-by-Step Guide

  1. Access the Receivables module Inquiries - Customer Invoices/Payments
  2. Load the screen up, go to the Invoices tab, and find the invoice.
  3. Press the “Invoice Attachments” button on that line. That will bring up the attachment screen where you can view/edit/add existing attachments for that invoice.
    1. To add a document, save it on your C:\ drive or on a shared drive. 
  4. To look at the attachment, you to go to receivables, Inquiries, Customer Invoice/Payment.  If you have attached a document to the order, you can pull up the attachment.