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author's profile photo Former Member
Former Member

File Attachments

Posted on Dec 04, 2007 at 06:20 PM 302 Views

How do you attach a file (i.e. a scanned document) to an invoice?

SAP Business One
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  • Best Answer
    author's profile photo Zal Parchem
    Zal Parchem
    Posted on Dec 04, 2007 at 07:04 PM

    geez - I forgot to tell you...

    after you have attached the document to the invoice with UDF, when you move your cursor to that UDF, this hand will appear with a blue sleeve...

    just double click on the UDF with the scanned document name and it will open up in the appropriate image handler (mine is Microsoft Office Picture Manager)...

    hahaha - now I hope I have the complete scenario down for you!!!

    Zal

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  • author's profile photo Zal Parchem
    Zal Parchem
    Posted on Dec 04, 2007 at 06:44 PM

    I assume you are sending the invoice through E-mail to a customer...

    1. Open the invoice as regular...

    2. Select the "Email" icon in the SAP icon taskbar...

    3. System Message comes up - answer "Yes"...

    4. The "Send Message" window appears...

    5. Select the "Attachment" Tab and then the "Browse Button" to find the scanned document...

    6. Then proceed as normal...

    Zal

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  • author's profile photo Zal Parchem
    Zal Parchem
    Posted on Dec 04, 2007 at 06:58 PM

    It is a bit different if you want to attach a document inside of SAP B1 - then you have to create a User-Defined Field...

    1) PATH: Tools > User Defined Fields > Manager user Fields and then under "Marketing Documents", highlight the "Title" line...

    2) "Add" button...

    3) Create a UDF with the Type of "General" and the Structure of "Link"

    4) do the usual update and all...

    BUT make sure you know where your attachments will be for saving the scan to that folder...

    PATH: Administration > System Initialization > General Settings and then select the "Path" tab to see where attachments are stored.

    when you go to add the document to the invoice, the new UDF will look gray - just double-click on it and the system will take you to the attachment folder where you select the scanned document...

    Hope one of these helps!!!

    Zal

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    • Former Member
      Mar 03, 2011 at 05:04 AM

      Hi there,

      I already created by following your guide to attach the document in invoice, buat unfortunately it doesn't work.

      I found no UDF in adding invoice document.

      Can you please help me?

      Thanks,

      James

  • author's profile photo Former Member
    Former Member
    Posted on Dec 05, 2007 at 11:32 AM

    I need to attach a autocad file ( .dwg file ) at the item level in the Item Master in SAP B1 2005.

    Can u pls. suggest the process for the same.

    Monica

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