Attachment in SAP Business One

Sometimes, when we input transaction data into SAP Business One, we also need to attach other documents or files to the system.

To increase productivity and enhance the business activity, SAP Business One has one feature to attach that other document.

Attachments document can be added to these transactions:

1. Marketing Document,
2. Opening Balance,
3. Inventory Counting,
4. Inventory Posting,
5. Incoming Payment,
6. Outgoing Payment,
7. Check for Payments,
8. Deposit,
9. Journal Entry,
10. Production Order,
11. Time Sheet,
12. And the others.

To attach a file, you must define where the attachment directory saved.

• In the SAP Business One main menu, select the Administration menu > System Initialization > General Settings > tab Path
• Define the Export Word and Excel File To.
• Specify the directory where you want to save attachments.
  

  SAP Business One Tips – Attachment in SAP Business One

• Press the  button to save the data
• On the transaction to which the document is attached > select the Attachment tab
• Press the  button to add the attachment
• Select the documents to attach
  

  SAP Business One Tips – Attachment in SAP Business One

You can attach any documents that you need.

Also read:

• How to Copy BoM Attachments to Production Order
• Set Up to Copy Attachment Document
• Assigning Attachment Folder per User
• How to Set Authorization to Duplicate Documents