RE: Attaching Files to Transactions – Do these files get seen by other Transactions?
Answered
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?
@Mayer Lench – if there is a transaction that has NOT yet had ANY files attached to it, how can it show attached files?
Is there a way to look at history of who attached what files to the transaction and when?
Kurt
KevinJ Of Kansas
Try asking your users if they are using the “Make Copy” button – this will inherit all the fields and attached documents from the original.