Skip to content

DocLink Manager

The solution created complements the existing option to add links to documents. The ability to add links to the following documents and lists has been added:

  • Purchase order

  • Purchase return order

  • Posted purchase credit memo

  • Purchase credit memo

  • Purchase invoice

  • Purchase invoices list

  • Posted purchase invoice

  • Purchase credit memos list

  • Purchase orders list

  • Finished production orders

  • Firm planned production orders

  • Planned production orders

  • Production orders list

  • Released production orders

  • Simulated production orders

  • Simulated production order

  • Planned production order

  • Firm planned production order

  • Released production order

  • Finished production order

User permission set

A user with limited rights (not SUPER) must be assigned the permission set OIX-DL SUNODOCLINKS.

Usage

When in the document list or on the document, open the factbox pane.

On the pane that opens, click on Attachments and then the plus sign next to Links.

On the page that opens, fill in the link address and, if necessary, the description. The description field is filled by default with the link address field.

After clicking the OK button, the added link is displayed in the factbox pane of the document and document list.

To open the link, click on the text in the description field.

Added links can be edited and deleted using the corresponding option under the three-dot button.