How can I link a live updating PDF to a Vendor?

SOLVED

In the past I was able to do this. Basically I would go to Vendor Inquiry->Attachments (paperclip). In the attachment manager I would click "Create Object." Then I would click "Insert Object" and select a PDF file stored on my computer. The PDF file I would link included all of the invoices for that particular vendor. Over time, as I accumulated more invoices I would just scan new invoices and attach them to the PDF with all the invoices. There was an option to have the PDF update automatically everytime I added to the PDF file, but I don't remember how to access it.

The basic idea is that each time I add an invoice to the master file, then it would automatically update the attachment in BW. How can I do this?

  • +1
    verified answer

    I figured it out. In "Attachment Manager" select "Create Object". Then click "Insert Object." Then click "Create From File." Browse and select the file you want to use. Now when you add pages to the PDF file it will automatically update in BW.

  • 0 in reply to J C
    SUGGESTED

    Perfect.  There is also additional information regarding the Attachment Manager on our Knowledge Base at SageKB.com.

    Search on articles:  

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    Sincerely,

    Coleen