Attachment Type Configuration

Attachment types are the names of the documents or evidence that are essential for your collaborators to upload to receive, shipping, or load orders.

This article covers the following topics:

• Create an attachment type for receive orders
• Create an attachment type for shipping orders
• Create an attachment type for load orders
• Edit an attachment type
• Delete an attachment type

Create an attachment type for receive orders

Criteria for creating an attachment type:

• The user must have the permission to create attachment types enabled.
• The name of the attachment type must be unique in the attachment type catalog.

Steps to create an attachment type:

1. From the Setup menu, go to the Attachment Types.
2. Click the Create button.
3. Enter the name of the document type.
4. Check the Use in receive order box.
   
5. Press Create attachment type.

Create an attachment type for shipping orders

Criteria for creating an attachment type:

• The user must have the permission to create attachment types enabled.
• The name of the attachment type must be unique in the attachment type catalog.

Steps to create an attachment type:

1. From the Setup menu, go to the Attachment Types.
2. Click the Create button.
3. Enter the name of the document type.
4. Check the Use in shipping order box.
   
5. Press Create attachment type.

Create an attachment type for load orders

Criteria for creating an attachment type:

• The user must have the permission to create attachment types enabled.
• The name of the attachment type must be unique in the attachment type catalog.

Steps to create an attachment type:

1. From the Setup menu, go to the Attachment Types.
2. Click the Create button.
3. Enter the name of the document type.
4. Check the Use in load order box.
   
5. Press Create attachment type.

Edit an attachment type

Criteria for editing an attachment type:

• The user must have the permission to edit attachment types enabled.

Steps to edit an attachment type:

1. From the system settings, Setup go to the Attachment Types menu.
2. Find the attachment type that you want to edit.                                                  
3. In the Edit column, click the button.
4. Modify the necessary information.
5. Press to save the changes.

Delete an attachment type

Criteria for deleting an attachment type:

• The user must have the permission to delete attachment types enabled.
• The attachment type was not used in any order.

Steps to delete an attachment type:

1. From the Setup menu, go to the Attachment Types.
2. Find the attachment type that you want to delete.                                  
3. In the Delete column, click the button. This will open a new dialog.          
4. Click the Delete button.