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Needs to be installed prior to being able to attach images to AR of AP records.

Pre-Requisites

Active Aeros Database.

SCANNER NOTE: TSSCAN Application will need to be purchased and installed in order to Share scanners over RDP or CITRIX connections. http://www.terminalworks.com/remote-desktop-scanning


Step-by-Step Guide

  1. Access the ImportExportConnection table of ERP Production database (Aeros_ERP).

  2. Insert a row in the existing ImportExportConnection table of ERP Production database (Aeros_ERP). 

    1. 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.

     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.


 



 

 

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