Add attachments to batch works order
Use the Attached Files tab to open and save any file (e.g. Word or Excel documents) connected with a works order. You can also attach the complete contents of a folder. This is particularly useful for storing supporting documentation for each works order, e.g. works order specifications.
If you selected Copy attached files from BOM/Estimates on the Record tab in the Works Order Settings, when you create a works order, any files or folders attached to the BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. or estimate are automatically attached to the works order.
To attach a file or folder to a batch works order record
Open: Works Orders > Records > Batch > Enter New Works Order | Attached Files.
Open: Works Orders > Records > Batch > Amend Works Order | Attached Files.
- To attach a file or folder to a works order record, click Attach File or Attach Folder as appropriate. A Choose File(s) or Choose Folder(s) window appears.
- Select the file or folder you want to attach to the works order.
- Click Open if selecting a file, or OK if selecting a folder.
- The file or folder appears in the Attached Files list.
- To open a file or folder, click
in the Filename box. - Enter a description alongside each attachment, if required. This is for information purposes only.
-
To delete an attached file, select the file and press F8.
The file is removed from the works order. It remains on your hard disk.
- To continue making changes to the batch works order details information, select the Analysis Codes tab.
- To save your batch works order details, click Save.
Overview
Enter or amend batch works orders
Other tasks
Main details (batch works order)
Additional details (batch works order)
Sales orders (batch works order)
Allocations/Issues (batch works order)
Latest costs (batch works order)
Analysis codes (batch works order)
Working with works order images
Reference