Attaching Files
- Amy Kolnes (Deactivated)
Attaching documents can be performed in a various navigation points of Epicor. Below are the instructions for uploading an attachment while using the Receipt Entry function.
Follow the path: Xmc>Material Management > Shipping/Receiving >General Operations >Receipt EntryOpen a Received Order
Open a Received Order
Click on the Paperclip icon
Click New
Click Browse
Select the document based on its current location. All scanned packing slips are in the L Drive>Shared and should be uploaded to the individual’s specific folder.
Click on Open.
NOTE: Please be sure to scan the document and upload to the corresponding folder PRIOR to attempting to attach in Epicor.
The file name will automatically appear in the File Name box in the Attachment Management Pop Up.
Click OK.
The file will automatically appear in the attachments screen of Receipt Entry. This can be seen in both the right-hand and left-hand navigation panels.
Click Save.
After clicking save, a small asterisk will appear next to the Paperclip Icon, indicating the document has been uploaded.
