Attachments of a receipt

Attachments like e.g. quality documents or certificates of received goods can be added to a receipt.
  1. Choose Inbound Management > Receipts.
  2. Select the receipt.
  3. Choose the tab Attachments. If required, view the attachments which are added by clicking Show Document under the tab Properties.
  4. Click Edit Attachment in the toolbar.
  5. To add a new attachment, click Add Attachment .
    To edit an existing attachment, select the tab Properties.
  6. Complete the following data in the option group Properties of the dialog box Add Attachment Wizard:
    FieldExplanation
    Name

    (mandatory field)

    The name of the attachment.
    Description Description of the attachment.
    ID Field to be completed at your discretion, to assign an individual ID.
    Category Field to be completed at your discretion, to assign an individual category.
    Type
    Choose one of the following types:
    • Text
    • HTML Text
    • URL
    • File Path
    • Repository File
    • Database
    • Sharepoint

    For more information regarding the different document types, see Documents and attachments.
  7. If a new attachment was added, click Finish.
  8. If required, add more new attachments or edit existing attachments.
    To remove an attachment, select this attachment and click Remove Attachment .
  9. If required, add free fields to attachments. See Edit free fields via tab (Supervisor).
  10. Click OK.