To add documentation to Vouchers, Customer Orders or Customer Invoices, such as signed delivery documents, damage reports, etc. can be done thru the Payables Voucher/Payment Inquiry or Receivables Customer Invoice/Payment Inquiry if the user is configured to do so thru User Profile.
Pre-Requisites
- User Profile
- Vendor Master
- Customer Master
- Item Master
- ERP Attachment Setup
Step-by-Step Guide
- Access the Payables module Inquiries - Voucher/Payments or Receivables module Inquiries - Customer Invoices/Payments
- Select the desired Voucher/Payment or Customer Order/Invoice, go to the Invoices tab, and find the invoice.
- Press the “Attachment” button on that line. That will bring up the attachment screen where you can view/edit/add existing attachments for that invoice.
- To add a document, save it on your C:\ drive or on a shared drive.
- To look at the attachment, you to go to receivables, Inquiries, Customer Invoice/Payment. If you have attached a document to the order, you can pull up the attachment.