Document Import
The Documents button, available in many maintenance and inquiry programs, to import and/or display imported files. The feature copies external files (e.g., drawings, orders, email, etc.) into PowerShift so you can view them in maintenance and inquiry programs.
Some examples of how you might use the doc import feature:
Drag and drop a customer's emailed order from Outlook when you're entering it in Sales Order Maintenance (OE). When you (or anybody!) subsequently display the order, you can view the email message and its attachments (e.g., the customer's PO, additional instructions, etc.).
If an item doesn't pass inspection, document the failure by importing pictures or test results when you reject it in the Receiving and Inspection (IRI) program.
When you're entering invoices in AP Invoice Entry (NE), import the invoice you received from the vendor to eliminate having to file it separately.
In Customer Maintenance (CM) and Vendor Maintenance (VM), import purchase agreements and contracts so they're immediately accessible.
See also the More Info, Fewer Clicks article on the Qantel Users Website. Find technical details in Document Management: Advanced Features Setup.