Set Document Import/Search Options

Select Document Import/Search Options in System Options Maintenance (XM) to set document import and archiving options. See also Document Management: Advanced Features Setup.

  1. Set these options for your enterprise, manufacturing branch and/or login branch:

Field Name

Type / Max Length

Action / Description

Document import active?

Optional
 

Select if you want to be able to import documents like customer purchase orders, vendor invoices, etc.

Document import directory

Conditional
3 alphanumeric 

Enter the native file work directory used by the document import process. You must have access to this directory to import.

Document search active?

Optional
 

Select if you want to be able to search archived documents like customer purchase orders, vendor invoices, etc.

Document search package

Conditional

Select the search package to use.

  1. Choose the appropriate options:

To

Do This

Change an option

Click the desired field and make the change.

Save changes and leave the screen displayed

Click Apply.

Exit without changing these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Accept these options and exit

Click OK.

  1. (Optional) If you want your manufacturing branch to use options different from the enterprise options, click Mfg branch and go back to step 1.

  2. (Optional) If you want your login branch to use options different from the manufacturing branch or enterprise options, click Branch settings and go back to step 1.

  3. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.