Skip to Content
Product Information
Author's profile photo Ari Schapira

Copy Attachments to Target Doc

This blog post is part of a series called “Tip of the Week”.

Processes. We all appreciate well defined processes. Why? It’s simple! Good process makes your work more efficient: saves you time, effort, money… enables you to do your work better. Think about sales process for example: you start with Sales Quotation, continue to Sales Order, Delivery (if goods are involved), and A/R invoice. The “Copy To” buttons in base documents makes the transition to the next stage efficient and accurate – data copied, references are made and paper trail is recorded. And the attachments? Should attachments be carried on to target documents along the process? It’s your decision to make! SAP Business One introduces a new setting allowing to copy attachment from base document to target document. You can set the default behavior for the company in the Document Settings window:

By default this option is not selected. When selected, attachments from base documents will be copied into target documents. For exceptional cases, where the company setting does not fit, you can change the setting for the specific document in the Attachments tab:

Available in SAP Business One 10.0 FP 2008 and SAP Business One 10.0 FP 2008, version for SAP HANA. T

I hope you found this information helpful and as always, I’m looking forward to your feedback in the comments section below. If you do have questions about SAP Business One, feel free to ask them here in SAP Community Q&A. This tip and all other tips can be found in the tag tipoftheweek. To receive notifications about new related blog posts, please follow my profile and change your settings in your profile. Also, check out our SAP Business One Community page with lots of helpful links and resources.

Assigned Tags

      2 Comments
      You must be Logged on to comment or reply to a post.
      Author's profile photo Klitos Demou
      Klitos Demou

      Hello Ari,

       

      This function seems to not work when using Copy From and selecting multiple documents.

      In my example, we have 2 separate Purchase Quotations, each with their own attachments (all settings to copy attachments to Target Documents are on), and we want to merge them into a single Purchase Order.

      The system however does not copy neither of the attachments nor their respective remarks (referring to document remarks).

       

      Can you please advise?

       

      Kind Regards,

      Klitos Demou

      Author's profile photo Maya Shiff
      Maya Shiff

      Hi Klitos,

       

      Thank you for your feedback, we will look into the scenario you described.

      Best regards,

      Maya