Update an existing document linked to specific entities, such as assets parts or events. Before updating an existing document, you must lock the document. Once a document is locked, you can only unlock it by updating it. Updating an existing document will delete the existing document from the database, and you must replace the deleted document with the updated document.
If you want to update a document that is not locked, first download the document to lock it, and then update the document.
Follow these steps to update an existing document.
Open the function containing the Datastream 7i entity to which the document you wish to update is linked.
Query for the entity.
Click Documents on the options toolbar. Datastream 7i displays the Documents associated with dialog box listing all of the existing documents associated with the selected entity.
Select the document to update and click Update document. Datastream 7i displays a message indicating that updating the document will delete the document text from the database and asking whether you wish to continue.
Click Yes. Datastream 7i opens the Datastream 7i Document Upload Web browser.
Click Browse to locate the specific document, and then click Upload. Datastream uploads the document and displays a message in the Upload Status Web browser indicating the document was uploaded successfully.
Close the Upload Status Web browser. Datastream 7i returns to the Documents associated dialog box.
Choose one or more of the following options as necessary:
Copy to PO/Copy to WO¾Select to enable Datastream 7i to copy any document attachments associated with a part on a purchase order line to the purchase order or to copy any document attachments associated with a piece of equipment on a work order to the work order. If selected, Datastream 7i copies the document attachments from the part, equipment, PM, or standard work order to the purchase order or new work order.
Copy to PO is only displayed for document attachments associated with the PART entity. Copy to WO is only displayed for document attachments associated with the OBJ, STWO, or PPM entities.
|
You can only select to copy a document attachment to a purchase order or work order when you originally create the purchase order or work order. After saving a purchase order or work order to the database, modifying the copy settings for document attachments for a part, equipment, PM, or standard work order will not roll down and affect any existing purchase orders or work orders. Any changes made to the copy settings for document attachments after initially saving them to the database will only affect any purchase orders or work orders for the part, equipment, PM, or standard work order when a new purchase order or work order is generated for the modified part, equipment, PM, or standard work order. |
Print on PO/Print on WO¾Select to enable Datastream 7i to print document attachments when you print the purchase order or work order card. If selected, Datastream 7i prints the .PDF attachments from the purchase order or work order.
Print on PO is only displayed for documents associated with the PART and PORD entity. Print on WO is only displayed for document attachments associated with the OBJ, STWO, EVNT, or PPM entities.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
Click . Datastream 7i closes the dialog box and returns to the previous form.