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

A

1

Attachment Category

33

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

B

2

Attachment Subject

40

Character

Yes

Enter a description of the subject matter of the attachment.

C

3

Attachment File

255

Character

Yes

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

D

4

Attachment Group

12

Character

Yes

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

E

5

Attachment Type

12

Character

Yes

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

F

6

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

G

7

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.

H

8

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.

I

9

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.

J

10

Filter 5

14

Character

No

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.

K

11

Filter 6

11

Character

No

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: