Attachments: To Scan a File and Attach It to a Record or Record Detail

In MYOB Acumatica, you can scan and attach files to a record (that is, an entity or a document created on a data entry form) [1]Elena.Doctorevich(that is, an entity or a document created on a da.. 2024/06/2712:42:28+02:00or a record detail [2]nikolay.sobinovI don't think that after the correction this parenthetical note is necessary2024/12/1912:57:57-05:00(a detail row or line of the entity or document[3]Elena.Doctorevichentity or document2024/06/2712:42:38+02:00[4]Elena.Doctorevichinsert2024/06/2712:42:38+02:00record). This topic provides instructions for scanning a file and attaching it to a record or to a record detail.

Tip: This functionality is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and at least one scanner has been configured in the DeviceHub application. For more information about configuring scanners in DeviceHub, see the topics of the Configuring Printers chapter.

To Scan a File and Attach It to a Record

  1. Open the appropriate data entry form, and then select the record (that is, the entity or document)[5]Elena.Doctorevich (that is, the entity or document)2024/06/2712:43:22+02:00 to which you want to attach the file.
  2. On the form title bar, click Files.
  3. In the Files dialog box, which opens, click Scan.
  4. In the Submit for Scanning dialog box, which opens, select a scanner in the Scanner box.

    The system fills in the boxes of the dialog box with the default settings of the scanner. You can change these settings, if needed.

  5. On the toolbar of the dialog box, click Scan to initiate the scanning of the document. When the system completes the scanning, the Submit for Scanning dialog box closes; the system returns you to the Files dialog box, where a row with the name of the file with the scanned document appears in the table.
  6. Click Upload. The system attaches the scanned document to the record.

To Scan a File and Attach It to a Record Detail

  1. Open the appropriate data entry form, and select the record (that is, the entity or document)[6]Elena.Doctorevich (that is, the entity or document)2024/06/2712:43:55+02:00 to which you want to attach the file.
  2. In the appropriate detail row of the table, at the beginning of the row, click the Files () button.
  3. In the Files dialog box, which opens, click Scan.
  4. In the Submit for Scanning dialog box, which opens, select a scanner in the Scanner box.

    The system fills in the boxes of the dialog box with the default settings of the scanner. You can change these settings, if needed.

  5. On the toolbar of the dialog box, click Scan to initiate the scanning of the document. When the system completes the scanning, the Submit for Scanning dialog box closes; the system returns you to the Files dialog box, where a row with the name of the file with the scanned document appears in the table.
  6. Click Upload. The system attaches the scanned document to the record detail (that is, to the detail row of the record).