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Item Documents
This screen allows you to define documents, etc that are specific to an Inventory Item.
List Tab
Display fields
Document Type: Prefilled with ‘Item’ and cannot be amended
Document Name: The name of the document as entered into the Details screen,
Linked To: This is the specific Item to which this document relates.
File Name: This is the full path name of the file on your computer network.
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon.
Buttons
Close: This will close the Item Documents screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of Item Documents.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This enables you to delete the selected Document from an Item
View: If you select a line and then this button the physical document will be displayed on the screen.
Detail Tab
Entry and Display fields
Document Name: Enter the name that you are calling the document in this Document-Item linkage. No checks are made on the entry.
Document Type: Prefilled with ‘Item’
Linked to: From the drop-down list select the Item that uses this document
Copy to Jobs: If this is ‘checked’ then the document link will be copied to all Job Orders where this Item is used.
Copy to Sales: If this is ‘checked’ then the document link will be copied to Sales Orders where this Item is used.
Copy to Purchases: If this is ‘checked’ then the document link will be copied to Purchase Orders where this Item is used.
Copy to Assemblies: If this is ‘checked’ then the document link will be copied to Assembly Orders where this Item is used.
Print / Email with order: Tick this box if this document is to be included when printing / emailing the order.
Print / Email with quote: Tick this box if this document is to be included when printing / emailing the quote.
Correspondence: Tick this box if this document is to be treated as correspondence in the Operations Centre screen.
Document Details: locate the full path name of the document. It should be noted that any file extension recognised by your computer can be attached. (Example:- .exe, .jpg, .doc, .xls, etc)
Notes: Extended Notes for your own information can be attached to this document link. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Item Documents screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up a blank ‘Detail’ screen for entry of Item Documents.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the current Item Documents record or the last time the ‘Save’ Button was pressed will be lost.
Delete: Not applicable to the Detail panel
View: If you select a line and then this button the physical document will be displayed on the screen.