Attaching Documents to Vouchers or Customer Orders or Purchase Orders

To be used to attach documents to Vouchers or Customer Orders such as Vendor Invoice, Customer Purchase Order, etc.

Also see Attaching Documents to Customer Invoices.

Pre-Requisites

1. Vendor Master

2. Customer Master

3. Item Master

4. ERP Attachments' Setup

Step-by-Step Guide

1. Access the Payables module:  at voucher entry, select the voucher for the document you wish to attach.
   
   

   Open

   

2. Click the ‘Attachments” button:
   
   

   Open

   

    

   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.

   
   
   
   

3.   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

       4. Enter the Name of the document

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

       6. Enter Effective Start and End Dates if appropriate.

       7. Save. Clase.  More than one document can be added as an attachment.

       8.  Customer Orders:  Attach a document to a customer order is done in the Order Entry screen. (Same steps as above.)

          
      9.  Open the order you wish to add documents to and click Attachment.

    10.  Attach a document to a purchase order is done in the purchase order entry screen.  (Same steps as above.)

 11.  Purchase Orders: Attach a document to a purchase order is done in the Purchase Order Entry screen. (Same steps as above.)