Attachment Import Format

NOTE For general information on using imports, see Imports FAQ.

The following table lists the format for importing a record in Attachment Import.

Column

Position

Field

Maximum Length

Format

Required

Description

Attachment Category

Character

Yes

Enter the category of record to which you want to attach a file. Enter one of the following values or the corresponding numeric codes:

Value	Code
Chargeback Task	1
Customer Open Accounts Receivable	2
Bill of Material	3
Collection Task	4
Contact	5
Credit Task	6
Customer Service Task	7
Container	8
Supplier	9
VAT Class	10
VAT Reason	11
VAT Status	12
Customer Bill-To	13
Customer	14
Customer Ship-To	15
Product	16
Prospect	17

Attachment Subject

Character

Yes

Enter a description of the subject matter of the attachment.

Attachment File

255

Character

Yes

Enter the full folder path and file name of the file you want to attach.

Attachment Group

Character

Yes

Enter a valid group for the attachment. For information on setting up attachment groups, see Attachment Group Maintenance.

Attachment Type

Character

Yes

Enter a valid type for the attachment. For information on setting up attachment types, see Attachment Type Maintenance.

Filter 1

Varies based on attachment category

Character

Yes

Enter a valid code, name, or number to which you want to attach the file, such as a supplier code. Enter the code, name, or number based on the attachment category, as follows:

Attachment Category	Filter 1
Chargeback Task\1	Reference Number
Customer Open Accounts Receivable\2	Reference Number
Bill of Material\3	Product Code
Collection Task\4	Customer Code
Contact\5	Contact Name
Credit Task\6	Customer Code
Customer Service Task\7	Order Number
Container\8	Container Code
Supplier\9	Supplier Code
VAT Class\10	Country Code
VAT Reason\11	Country Code
VAT Status\12	Country Code
Customer Bill-To\13	Customer Code
Customer\14	Customer Code
Customer Ship-To\15	Customer Code
Product\16	Product Code
Prospect\17	Prospect Code

Filter 2

Varies based on attachment category

Character

Yes, only if required for the attachment category

If necessary, enter a valid second filter for the attachment, as follows:

Attachment Category	Filter 2
Bill of Material\3	Location Prefix
Collection Task\4	Collection Team
Contact\5	Contact Type (Customer, Customer Billing, Customer Shipping, Supplier, or Prospect)
Credit Task\6	Credit Team
Customer Service Task\7	Order Line Number
VAT Class\10	VAT Class Code
VAT Reason\11	VAT Reason Code
VAT Status\12	VAT Status Code
Customer Bill-To\13	Bill-To ID
Customer Ship-To\15	Ship-To ID
Product\16	Selected Documents Use a single letter code for each document as follows: A - Order acknowledgment B - Purchase order C - Invoice D - Purchase order release You can specify multiple documents (e.g., BC for purchase order and invoice).

If the attachment category is not one of the categories listed above, leave this field blank.

Filter 3

Varies based on attachment category

Character

Yes, only if required for the attachment category

If necessary, enter a valid third filter for the attachment.

Attachment Category	Filter 3
Bill of Material\3	Version
Collection Task\4	Collection Task Type
Contact\5	Customer, Supplier, or Prospect Code (based on the contact type entered for the Filter 2 field)
Credit Task\6	Credit Task Type
Customer Service Task\7	Task Status (open or closed)
Product\16	Order Acknowledgment Output Mode (Print/Email/Fax) You can specify multiple modes separated by forward slashes (/). EXAMPLE To output an attachment when printing and emailing order acknowledgments, enter Print/Email.

If the attachment category is not one of the categories listed above, leave this field blank.

Filter 4

Varies based on attachment category

Character

Yes, only if required for the attachment category

If necessary, enter a valid fourth filter for the attachment.

Attachment Category	Filter 4
Bill of Material\3	Revision
Contact\5	Bill-To ID or Ship-To ID if Customer Billing or Customer Shipping is entered for the Filter 2 field)
Credit Task\6	Order Number
Product\16	Purchase Order Output Mode (Print/Email/Fax) You can specify multiple modes separated by forward slashes (/). EXAMPLE To output an attachment when printing and emailing purchase orders, enter Print/Email.

If the attachment category is not one of the categories listed above, leave this field blank.

Filter 5

Character

If necessary, enter a valid fifth filter for the attachment.

Attachment Category

Filter 5

Product\16

Invoice Output Mode (Print/Email/Fax)

You can specify multiple modes separated by forward slashes (/).

EXAMPLE To output an attachment when printing and emailing invoices, enter Print/Email.

If the attachment category is not the category listed above, leave this field blank.

Filter 6

Character

If necessary, enter a valid sixth filter for the attachment.

Attachment Category

Filter 6

Product\16

Purchase Order Release Output Mode (Print/Email)

You can specify multiple modes separated by forward slashes (/).

EXAMPLE To output an attachment when printing and emailing purchase order releases, enter Print/Email.

If the attachment category is not the category listed above, leave this field blank.

Prerequisites

Before using this import, the following must be set up:

attachment groups
attachment types