Can anyone offer some guidance on how we can upload attachments to sales orders. When we go to upload an attachment and click ‘Add’ It gives a Document Type, Description and Link - I have no option to select a file to upload ?
I’ve tried going into document type maintenance and adding a new document type but the only option for storage type is ‘Attachment Link’ with the option of putting in a BASE URL.
How can we set it up to be able to upload documents onto sales orders in Kinetic ?
You can just drag and drop a file onto the screen, then you will get the same popup asking for the Document Type and Description.
The first place to go to set up Document Management in Kinetic is “Attachment Type Maintenance”… and the first question you need to answer is “where are these documents going to be stored?”
Unless you have the ECM (Enterprise Content Management) module (formerly known as DocStar), Kinetic DOES NOT store the document in the ERP database… all that Kinetic stores in the database is the LINK to where the document lives. If you’re SaaS, then your easiest options are Google Drive, DropBox, or Sharepoint. If you’re on-premise, you can also set up a local fileshare (network drive/path combination). Remember, Kinetic is ONLY storing the LINK… so if anyone moves or erases the file then the link won’t work any more.