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  1. User Profile
  2. Vendor Master
  3. Customer MasterItem Master
  4. Vouchers
  5. Orders
  6. Invoices
  7. ERP Attachment Attachments' Setup

Step-by-Step Guide

  1. Access the Payables module Inquiries - Voucher/Payments or Receivables module Inquiries - Customer Invoices/Payments
  2. Select the desired Vendor -Voucher/Payment or Customer -Order/Invoice, go to click on the Invoices tab, and find the invoicehighlight the voucher, order or invoice you wish to add the document to.
  3. Press the “Attachment” button on that line. That will bring up the attachment screen where you can view/edit/add/delete existing attachments for that voucher/order/invoice .
    1. To add a document, save it on your C:\ drive or on a shared drive. 
    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.based on access that has been granted thru user profile.
    image2018-5-29_15-14-55.pngImage Added

    Scan:  If your scanner is TWAIN or WIA compatible, you can scan directly from your scanner into your Vendor Master, Customer Master, Voucher Entry, Purchase Order, Customer Order, Vendor Payment Inquiry and Customer Invoice/Payment Inquiry.

    Upload File:  Will allow you to upload a saved document.

    Scanner Settings:   Suggested default settings.

    image2018-5-29_14-36-26.pngImage Added

    Download: Will allow you to download an attachment to a folder.

    Rotate:  Will rotate the displayed attached.

    Previous Page: Will display previous pages of an attachment.

    Next Page:  Will display sequential pages of an attachment.

    Print:  Will sent the attachment to your printer.

    Zoom:  Will allow you to size the displayed document. 

    Save:  Will save the scanned document.

    Delete: Will delete the highlighted saved scanned document.

    Close:  Will return to the routine from which the Attachment button was selected.

      

  4. Click the 'Scan' to directly insert into your document from the scanner, or 'Upload' button and select the file you wish to attach from the drive where storedimage2018-5-29_14-43-55.pngImage Added
  5.  Enter the Name of the document

  6.  Enter the Document Type from the drop down if configured to do so.

  7.  Enter Effective Start and End Dates if appropriate.
  8.  Save. Clase.  More than one document can be added as an attachment.