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- Access the ImportExportConnection table of ERP Production database (Aeros_ERP). (An Aeros support tech must perform this task )
Insert a row in the existing ImportExportConnection table of ERP Production database (Aeros_ERP). (An Aeros support tech must perform this task )
Give it a Description to easily identify the row, then the connection string to the attachment database and then the Data Type which comes from the lkpImportExportDatabaseType table.
Next go to the software (i.e. Customer Orders). Pulled up an existing record and clicked the Attachment button. (I ignored the initial message about the driver.)
When the Attachments form loaded I clicked the Scanner Settings button. I set Hide UI and User Feeder.
3. Attachment Functionality
Document Type: Multiple document types can be set up to group or identify certain types of documents that can be housed within the system. For example: I-9 forms, Certifications and Licensing, etc. Attachment Document Types can be configured to be mandatory for each document attached.
Navigation: Master – Administration – System Settings
Establishing Attachment Document Types
Navigation: Master – Miscellaneous – Attachment Document Types
Create the Attachment Document Types here.
Attachment Functionality is available within Vendor Master, Customer Master, Voucher Entry, Purchase Order, Customer Order, Vendor Payment Inquiry and Customer Invoice/Payment Inquiry. Each of these screens will be accessible based on User Profile configuration.
Upon selecting the Attachment button within any of the above mentioned routines, the following will be displayed:
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.