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Viewing attached documents

Menu paths

CRM module
HR module
Inventory module
Invoice module
Manufacturing module
Order module
Projects module
Purchase module
Service module

Introduction

With this feature, you can create documents or modify existing documents that are attached to sales invoices, purchase orders, RTV orders, sales orders, RMA orders, production orders, et cetera.

What version are you using?

The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create documents to be linked to an invoice or order?

  1. In the respective overview screen, define the relevant criteria.
  2. Click Search.
  3. Select an invoice or order for which you want to create a document.
  4. Click Attachment. The Document - Attachments screen will be displayed.
  5. Click New to select a document from your computer. The Document screen will be displayed.
  6. Select the location of the document, and then click Select. Another Document screen will be displayed.
  7. Type the subject of the document, and then click Save.
  8. Click Close. The document is now linked to the invoice or order.

How do I create documents for applicants and vacancies?

  1. In the respective overview screen of the HR module, define the relevant criteria.
  2. Click Search.
  3. Select a vacancy or applicant for which you want to create a note.
  4. Click Open. The Maintain: Vacancy or Maintain: Applicant screen will be displayed.
  5. Click the Documents tab, and then click  New. The Document screen will be displayed.
  6. Select the location of the document, and then click Select. Another Document screen will be displayed.
  7. Type the subject of the document, and then click Save.
  8. Click Close. The document is now linked to the applicant or vacancy.

How do I create documents for production orders?

  1. In the respective overview screen of the Manufacturing module, define the relevant criteria.
  2. Click Search.
  3. Select a production order for which you want to create a document.
  4. Click Attachment. The Attachment screen will be displayed.
  5. Select the production order or BOM for which you want to create a document, and then click . Another Attachment screen will be displayed.
  6. Type or select the document at File name.
  7. Type the description of the document, and then click Save. The document is now linked to the production order or BOM.

Buttons

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.647.917
 Assortment: Exact Globe+  Date: 26-09-2022
 Release: 382  Attachment:
 Disclaimer

Attachments
EGN-OH390-Viewing attached documents-final.docx 29.9 KB View Download