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
- User Profile
- Vendor Master
- Customer Master
- Vouchers
- Orders
- Invoices
- ERP Attachments' Setup
...
- Access the Payables module Inquiries - Voucher/Payments or Receivables module Inquiries - Customer Invoices/Payments
- Select the desired Vendor -Voucher/Payment or Customer -Order/Invoice, click on the Invoices tab, highlight the voucher, order or invoice you wish to add the document to.
- 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 based on access that has been granted thru user profile.
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.
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.
- Click To attach a document to a Voucher, Order or Invoice, 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 stored
Enter the Name of the document
Enter the Document Type from the drop down if configured to do so.
- Enter Effective Start and End Dates if appropriate.
- Save. Clase. More than one document can be added as an attachment.