Associate documents with assets, parts, or events using the Documents associated dialog box and specify whether Datastream 7i copies and/or prints document attachments linked to work orders and purchase orders. The copy and print options displayed on the Documents associated dialog box change dynamically depending on the entity to which you are linking a document.
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You can only print document attachments that are Adobe Acrobat Portable Document Format (.PDF) files for the work orders and purchase orders. If you choose to e-mail a document attachment or directly print a document with attachments, Datastream 7i disregards the attachments and does not include them in the printed output or e-mail. |
Follow these steps to associate documents.
From any form for which the Documents entity is enabled, click Documents on the options toolbar. Datastream 7i displays the Documents associated dialog box.
Document—Click to select the documents to attach. Datastream 7i displays the Select Documents dialog box as well as the S (Static), F (File), and T (Template) document types. Select Attach for each document to associate, and then click OK. Datastream 7i returns to the Documents associated dialog box.
Click New document. Datastream 7i opens the Datastream 7i Document Upload Web browser. Click Browse to locate the specific document, and then click Upload. Datastream 7i attaches the document to the entity code, uploads the document to the database, 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.
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Datastream 7i changes Template documents (T) to Dynamic documents (D) and populates Document with a system-generated number. |
Choose one or more of the following options as necessary:
Copy to PO/Copy to WO?Select 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.
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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 WO?Select 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.
Click . Datastream 7i closes the dialog box and returns to the previous form.