RE: Attaching Files to Transactions – Do these files get seen by other Transactions?
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?
I’m a big fan of the drag-and-drop module as well. The folder pattern that @Sam-I-Am mentions has worked very well for us in avoiding these type of issues.
However, they are not (currently) playing well with Inbound Shipments. I have an open defect with NetSuite that they’re hoping to resolve soon.