Attachments: General Information

With MYOB Acumatica, you can conveniently store files, such as temporary internal instructions, images of inventory items, or scanned images of original vendor invoices. You upload the files to the system and attach them to records, record details, notification templates, and wiki articles. You can easily manage and track the uploaded files. Also, you can attach text notes to the records, such as important information for colleagues about a customer.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Upload and attach a file to a record
  • Attach a note to a record
  • Search for existing files that have been uploaded to MYOB Acumatica in order to attach to records or record details
  • Maintain multiple versions of an attached file
  • Delete attached files

Applicable Scenarios

You work with attachments if you need to keep additional information related to a system record or record detail for future reference or need to notify your colleagues about any issues related to the entity.

File Attachments

You can attach a file to a record or a record detail (that is, a row in a table of a record). You can use the Files dialog box to upload a file and attach it to a record, notification template, wiki article, or record detail.

You can open the Files dialog box (see Item 1 in the following screenshot) in the following ways:

  • To attach a file to a record, notification template, or wiki article, click Files on the form title bar (Item 2).
  • To attach a file to a record detail, click the paperclip icon () in the Files column of the table containing the record details on a particular form (Item 3).
Figure 1. The Files dialog box


Also, you can drag a file to the Summary area of a data entry form, and the system attaches the file to the record that is currently opened on the form. If needed, you can upload files by using a registered mobile device with the Acumatica mobile app installed. For details, see Attachments: File Upload and Attachment.

By using the File Maintenance (SM202510) form, you can control access to a file attachment and maintain multiple versions of a file (if needed); also, if you are considering deleting a file, you can review the links the file has to system entities before you delete it.

On the Search in Files (SM202520) form, you can search for an uploaded file to link it to a record. You can also search for files without any links, which you may opt to delete.

On the File Upload Preferences (SM202550) form, you can define the types and sizes for files that may be uploaded.

For details on the management of attachments, see Attachments: File Maintenance.

Note Attachments

You can attach a text note to a record or a particular detail of a record to communicate key information about the record or record detail to colleagues who work with it. You can use the Enter Record Note dialog box (see Item 1 in the following screenshot) to create a note and attach it to a record or record detail, or view a note that was previously attached to a selected record or a record detail.

You can open the Enter Record Note dialog box in the following ways:

  • To attach a note to a record, click Notes on the form title bar (Item 2).
  • To attach a note to a record detail, click the Note () button in the Notes column of the table containing the record details on a particular form (Item 3).
Figure 2. The Enter Record Note dialog box


You can also define a pop-up note for a particular customer, vendor, inventory item, or business account. As a result, when this record is selected during the creation of another document in the system, the system will display a pop-up message with the text you have defined. For example, if a pop-up note has been defined for a customer on the Customers (AR303000) form, and this customer is selected in a sales order, when a user opens the sales order on the Sales Orders (SO301000) form, the system opens this pop-up note. This functionality ensures that important information about these records will be seen by the users working with them. For details, see Attachments: Note Attachments.