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Copy Attachments to Target Doc

    Home Sin categoría Copy Attachments to Target Doc

    Copy Attachments to Target Doc

    By WebMasterUSA | Sin categoría, USA | Comments are Closed | 12 September, 2022 | 0

    For those people that tend to attach a document to everything, we got a great tipf or you. asA cool BO Trick that was added is the Copy Attachment to Target Document feature. With this feature you can use the “Copy To” function in order to create a new document based in a previous one while keeping the attached file. With this feature, you can mantain a sort of log with relevant documents to the transaction process.

    – To start, we need to enable the option by opening the “Administration” module, then “System Initialization” and selecting “Document Settings”

    – After opening the “Document Settings” we need to check the “Copy Attachment from Base Document to Target Document” option almost at the bottom of the window.

    – Now, in the Attachments tab in your A/R and A/P documents you can find a “Copy to Target Document” column that you can check if you need to carry over that document to base or target documents.

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    • Solutions
      • What is SAP Business One
      • SAP Business One Cloud
      • SAP Business One HANA
      • SAP Business One Mobile Apps
      • SAP Business One Web Client
      • SAP Customer Checkout POS
    • SAP Business One for Your Industry
      • SAP Business One for Distribution
      • SAP Business One for Food and Beverage
      • SAP Business One for International Trade
      • SAP Business One for Manufacturing
      • SAP Business One for Pharma
      • SAP Business One for Professional Services
      • SAP Business One for Retail
    • SAP ERP Services
      • From MACOLA to SAP Business One, ERP for small to midsized businesses
      • SAP Business One Implementation Methodology
    • Resources
      • Consensus Blog
      • SAP Business One E-Learning for beginners
      • SAP Business One Success Stories
      • SAP Business One Tips and Tricks
      • SAP Business One Webinars and Workshops
      • How to Guides / Demos
      • Videos and Tutorials
      • Resources
    • Consensus
      • Our Values
      • Partnerships
    • Contact Us
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