Attaching Documents to Vendors or Customers
- Sharon Clark
To be used to attach documents to Vouchers or Customer Orders such as Vendor Invoice, Customer Purchase Order, etc.
Pre-Requisites
Vendor Master
Customer Master
Step-by-Step Guide
Access the Payables or Orders, Logistics or Receivables module. Select the Vendor or Customer for the document you wish to attach.
Click the Attachments button
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.
3. Click the 'Scan' to directly insert the 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. Close. More than one document can be added as an attachment.