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Also see Attaching Documents to Customer Invoices.
Pre-Requisites
- Vendor Master
- Customer Master
- Item Master
- ERP Attachments' Setup
Step-by-Step Guide
- Access the Payables module: at voucher entry, select the voucher for the document you wish to attach.
- Click the ‘Attachments” button:
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 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
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