Automatically attach drawing to purchase order

Hi, I am very new to visual and am trying to find a way of automatically attaching a drawing to a line item on a purchase order. There can be multiple lines and therefore multiple drawings to be attached. The drawings are stored in a central location so I need to be able to cross reference the part_id and attach the drawing file set-up in the part maintenance or go to the relevant directory and pick it up. Does anyone have any ideas? Thanks.

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Legacy Contributor

There are two whole sets of drawing refs and document refs in Part Maintenance. Document Reference is likely the key to what you are looking for.

Part Maintenance

1. Old Style
a. Drawing revs: Drawing Revision field does not update from ECN.
b. Documents: Drawing File field is a link to a document
2. New Style
a. Drawing revs: Revision ID field updates from ECN
b. Documents: Maintain menuDocument Reference. (In WO's, this is found as a button on the header card, "Doc Ref". On Customer Orders and Purchase Orders, it is on the Edit Menu/Document Reference) On print menus for PO's, WO's etc, you will see checkboxes, "Print Associated Documents". You should be able to work with this feature along with Document Reference to control what documents get printed.

On a PO, notice that if you right-click on a line item, the Part Document Reference is one of the selections. So I think Document Reference might be what you are looking for.

[Updated on 3/21/2014 8:21 AM]

Legacy Contributor

Thanks. Infor support do not believe this can be done because there is no field within the PO line for a document reference to be attached. It only occurs at the header stage. Do you know if I can attach a part document reference through a macro to automate the process? What I do not want is my purchasing team having to browse to each drawing and attach it manually.

Legacy Contributor

Hi Steve,
You in fact can attach Documents to PO Lines with Document Reference. I wrote some macro code that will copy the part drawing to a new file and create a document reference attached to the PO Lines when you save it. We are still using the Drawing File field in Part Maintenance (We don't currently use the newer Document Reference section for Part Maintenance)

Anyway, the code works well. The problem for you might be that it is written for Synergy's Macro Server (which I think is free but kind of a pain to set up). It makes a bunch of database queries that you might be able to adapt to an environment without the Macro Server. See attached file

Legacy Contributor

Why don't you try attaching three documents to parts in Part Maintenance via Document Reference, then make a PO with those three parts on line item, then print with "Print Associated Documents" checked, see what you get?

Legacy Contributor

Great Thanks. I'll give it a go.

Legacy Contributor

Tom,
I tried that and it did not allow me to select Print Associated Documents unless the documents were added to the header level - unless I was missing something.

Legacy Contributor

That is odd, that you could pull up line item document references, but they don't print. Be nice if there was a radio button, "Print Asscociated Documents for Line Items". Guess I would ask Support to confirm the Print Associated Documents is only for header docs.

Legacy Contributor

We are testing the use of document references in a non-standard way (long story) and what we have done to get the reference to appear on each PO line is create a view, and then an extended query in the report form, and then did a report format override. It might be possible to just do an extended query for the report without making a view.

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