Viewing attached documents
Menu paths
CRM module
- CRM ➔ Entries ➔ Quotations
- CRM ➔ Entries ➔ Authorise quotations
- CRM ➔ Entries ➔ Print quotations
- CRM ➔ Reports ➔ Quotations
HR module
- HR ➔ Entries ➔ Vacancy
- HR ➔ Entries ➔ Applicant
Inventory module
- Inventory ➔ Entries ➔ Internal use
- Inventory ➔ Entries ➔ Authorise
- Inventory ➔ Entries ➔ Shipping
- Inventory ➔ Warehouse management ➔ Counts
Invoice module
- Invoice ➔ Entries ➔ Invoices
- Invoice ➔ Entries ➔ Direct invoices
- Invoice ➔ Entries ➔ Authorise
- Invoice ➔ To be processed ➔ To be invoiced
- Invoice ➔ Reports ➔ Invoice history
Manufacturing module
- Manufacturing ➔ Entries ➔Production orders
- Manufacturing ➔ Entries ➔Authorise production
- Manufacturing ➔ Entries ➔ Release
- Manufacturing ➔ Entries ➔ Receipts production
- Manufacturing ➔ Entries ➔ Finish
Order module
- Order ➔ Entries ➔ Sales orders
- Order ➔ Entries ➔ RMA orders
- Order ➔ Entries ➔ Authorise
- Order ➔ Entries ➔ Confirm
- Order ➔ Entries ➔ Picking list
- Order ➔ Entries ➔ Shipping
- Order ➔ Entries ➔ Blanket orders ➔Enter
- Order ➔ Entries ➔ Blanket orders ➔Authorise
- Order ➔ Entries ➔ Blanket orders ➔ Confirm
- Order ➔ Reports ➔ Sales order history
Projects module
- Projects ➔ Entries ➔ Project orders
Purchase module
- Purchase ➔ Entries ➔ Purchase orders
- Purchase ➔ Entries ➔ RTV orders
- Purchase ➔ Entries ➔ Authorise
- Purchase ➔ Entries ➔ Print / Process
- Purchase ➔ Entries ➔ Confirm
- Purchase ➔ Entries ➔ Receipts
- Purchase ➔ Entries ➔ Returns
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Authorise
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Print / Process
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Release
- Purchase ➔ Reports ➔ Various ➔ Purchase history
Service module
- Service ➔ Entries ➔ Service orders
- Service ➔ Entries ➔ Authorise
- Service ➔ Entries ➔ Confirm
- Service ➔ Entries ➔ Service slips
- Service ➔ Entries ➔ Realizations
- Service ➔ Reports ➔ Service order history
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?
- In the respective overview screen, define the relevant criteria.
- Click Search.
- Select an invoice or order for which you want to create a document.
- Click Attachment. The Document - Attachments screen will be displayed.
- Click New to select a document from your computer. The Document screen will be displayed.
- Select the location of the document, and then click Select. Another Document screen will be displayed.
- Type the subject of the document, and then click Save.
- Click Close. The document is now linked to the invoice or order.
How do I create documents for applicants and vacancies?
- In the respective overview screen of the HR module, define the relevant criteria.
- Click Search.
- Select a vacancy or applicant for which you want to create a note.
- Click Open. The Maintain: Vacancy or Maintain: Applicant screen will be displayed.
- Click the Documents tab, and then click
New. The Document screen will be displayed.
- Select the location of the document, and then click Select. Another Document screen will be displayed.
- Type the subject of the document, and then click Save.
- Click Close. The document is now linked to the applicant or vacancy.
How do I create documents for production orders?
- In the respective overview screen of the Manufacturing module, define the relevant criteria.
- Click Search.
- Select a production order for which you want to create a document.
- Click Attachment. The Attachment screen will be displayed.
- Select the production order or BOM for which you want to create a document, and then click
. Another Attachment screen will be displayed.
- Type or select the document at File name.
- Type the description of the document, and then click Save. The document is now linked to the production order or BOM.
Buttons
Note
Click this to create a note or modify an existing note for the selected attachment. For more information, see Creating and maintaining notes.
Note: This is enabled only if an attachment is selected.
Download
Click this to download the selected attachment to a folder.
Note: This is enabled only if an attachment is selected.
Open
Click this to view the details of the selected document.
Note: This is enabled only if an attachment is selected.
Edit
Click this to edit the selected attachment. For more information, see Maintaining documents.
Note: This is enabled only if an attachment is selected.
New
Click this to create an attachment. For more information, see Maintaining documents.
Add existing
Click this to add existing files to the selected invoice or order.
Close
Click this to exit.
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 |