RE: Attaching Files to Transactions – Do these files get seen by other Transactions?

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Users are now starting to attach their inbound shipment paperwork into various purchase orders and work orders.

There are times when they will go into a transaction where they have not yet attached shipping documents and yet that transaction will have shipping documents attached to it…ones for other transactions.

Are these files stored in a common location in the file cabinet where various NS transactions might think the files belong to them?

Is there a better process to avoid this from happening in the future?

kurt Rookie Asked on September 9, 2019 in How To's.

Try asking your users if they are using the “Make Copy” button – this will inherit all the fields and attached documents from the original.

on September 9, 2019.
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5 Answers

If you transform a record, its attachments go along with it.

AFAIK attachments dont get logged in system notes

Beginner Answered on September 9, 2019.

Can you give me an example of a record transformation?

on September 9, 2019.

A record transformation is a  PO-> Bill or Sales Order -> invoice

Also – make copy keeps all the documents that were attached on the record.

on September 9, 2019.

Like Kevin said that is record transformation.

Also if your were to create a sales order and attach a file. Then fulfill it, the sales orders files will carry over to the fulfillment

on September 9, 2019.
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