You can attach one or more Windows® standard file types to STORIS records and view or edit the attachments whenever you access the records. For example, you can
attach a JPG file (for example, a picture of merchandise) to a product file, or
attach a .TIF file (for example, a fax) to a sales order.
The File Attach procedure creates a copy of the file you select for attachment and attaches the copy to the selected record. You can attach any number of files and any combination of file types. You can also view "second tier" attachments such as products on sales orders with attachments. You can view the attachments while in the sales order, however, you cannot edit a second-tier attachment.
File attachments are distinct from image attachments, which you access via the camera icon and maintain via the Image Wizard.
If a file has been attached to a sales order, you can also view the attachment in the View a Sales Order screen.
The number of files you attach and the size of those files may affect the loading speed of any STORIS files to which you apply attachments. For SaaS users, STORIS imposes a 1 MB size limit per file attachment. For server users, STORIS imposes an 8 MB size limit per file attachment.
You can view file attachment information via the Show File Attachment Details report in the Run a Report routine.
If you delete or purge a record to which a file has been attached, the system deletes the attached file as well (that is, not the original file).
After you specify an order number, a paper clip icon appears on the command button bar near the Help button. If this icon is active (paper clip attached to yellow "paper") on a tab , it indicates a file attachment exists for the selected tab or for an item in the order related to the selected tab (for example, a customer or product). If the icon is not active, no attachments exist for selected tab.
Each order routine in STORIS has two types of tabs:
header-type tabs for customer information (for example, a Customer tab or Payment tab) and
line-type tabs for line-item information (for example, the Merchandise tab).
When you attach a file directly to an order using the Add Attachments option, the paper clip icon become active on header-type tabs only. For "second-tier" file attachments (that is, attachments to items on the order), customer-type items (such as attachments to customer records) activate the paper clip icon on customer-type tabs only, while merchandise items (such as attachments to product records) activate the paper clip icon on merchandise-type tabs only. In other words, if a product on the Merchandise tab has a file attachment, the system activates the paper clip icon on the Merchandise tab, but not the Customer tab. Note that the product must be selected on the Merchandise tab to activate the paper clip icon.
The following three options...
Add Attachments - see below.
... appear on the Actions button at the top of the screens listed below:
Enter/Update Individual Vendor Invoice (AP Bill Entry)
To attach a Windows® standard file type to a STORIS record, click on the Actions button at the top of the screen and select Add Attachment. The Windows Open File window appears. Search for your file, select it, and choose Open. The Attachment Description Entry Screen appears where you enter a description of the attachment.