Attachments

Overview

Attachments refer to links or uploaded documents that are attached to master data such as Customers, Suppliers and Materials, or transactions, such as Quotations and Invoices.
Attachments can include various file types (e.g. pdf or .png).
Attachments can also be in the form of URLs which eliminates the need to attach physical documents to the primary document.
When master data such as Customers or Suppliers have attachments, they are shown in the Attachments tab in the edit window.
Multiple attachments can be added to a transaction.
When an attachment is created in a transaction such as a Quotation, the link is shown in the top right corner of the Edit window.
In transaction's List View the column Attachments can be included and shows a paperclip next to transactions that have attachments.

Navigation: Main Menu > Office > Attachments

The attachment's module displays all the attachments.
Attachments can have Issued and Expiry dates (e.g. if memberships or work visas expire).
Statuses can be used to manage attachments. The options are Pending, Active, and Expired. The default status is Active.
The description field is hyperlinked and opens the attachment in a web browser if clicked.
A right-click context menu has features to open the linked transaction, customer or supplier as well as options to Edit or Delete the attachment.
Attachments can be emailed by selecting the entries and clicking Email (button).

Attachments can be added to the following modules:

Date filters can be modified and applied by clicking one of these radio buttons:

Additional filters are:

ID: The system-generated number allocated to the attachment.
Status: The status of the attachment.
Module: A code indicating the module in which the attachment was created.
Trans No: The transaction number that the attachment was linked to.
Linked to: The name of the item, customer, supplier, or staff member.
Type: The type of attachment.
Description: The description which is hyperlinked.
URL: The attachment's URL.
Issued: The date the attachment was issued if this date is filled in.
Expires: The attachment's expiry date which is highlighted in red when the expiry date is older than today.
Reminder: The date selected as a reminder date.
Updated: The user, date and time that last Updated or created the attachment.
Menu (...):
- Open Transaction
- Open Customer / Open Supplier
- Edit
- Delete

Multiple records can be updated simultaneously using Batch Updates.
Click Actions (button) > Batch Update and select one of these options:
- Status
- Expires
- Issued
- Reminder

When an Attachment is added to a transaction, the attachment is carried through to all copied transactions.
Attachments that have been linked to Items can be viewed in the transaction modules.

The CUSID, SUPID and STAFFID fields are used for direct links to Customers, Suppliers and Staff only.
Indirect links to Customers and Suppliers from Transactions are looked up when the Attachment records are selected in the Attachments module (e.g. The Customer linked to a Quotation or the Supplier linked to a Purchase Order).
The Image Attachments (Type = Image (.jpg, .png)) can be added to WO Output templates using pipeline: WO_Attach_Images.