Versions Compared

Version Old Version 2 New Version Current
Changes made by

Former user

Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Use the DocMan tab to view, import, export, update and delete documents, pictures and spreadsheets related to purchase orders.
Also see Using document management (DocMan).

Image Removed
  1. Select Module > Creditors > Purchase Order Maintenance.
    The Set Purchase Order Search Criteria window is displayed.
    Tip: You can also access the purchase order functions by clicking Image Removed Image Added .
  2. Search for the purchase order. See Searching for purchase orders (on page ).
  3. Open the purchase order.
    The General tab of the Purchase Order Maintenance window is displayed.
  4. Click the DocMan tab.
    The DocMan tab of the Purchase Order Maintenance window is displayed.
  1. Image Added
Expand
titleOpening the DocMan tab

To open the DocMan tab:

O_28811
Anchor
O_28811


Purchase Order Maintenance - DocMan tab key fields and buttons
Fields

Field

Description

Classification

Classification of the documents to be displayed. Access to documents can be restricted based on user security levels.
Select the classification from the drop-down list to filter the documents displayed.

Document Type

Type of document. For example:

  • Microsoft Word Document
  • JPG Photo
  • Adobe Acrobat File
  • Microsoft Excel Spreadsheet.


    Note: The document types set up are those that are used at your organisation as defined in the luDocumentType lookup table. See the luDocumentType lookup table.
    Select the type of document from the drop-down list to filter the documents displayed.

Description

Filter the documents to those which have the typed words in the description.

Source Reference

Filter the documents to those which have the typed words in the source reference.


Grid area fields

Field

Description

Created Date

Date and time the document, spreadsheet or picture was imported into Synergetic.

Classification

Classification of the document.
Classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables.

Description

Short description of the document.

Source Code

Source of the document. Typical examples include:

  • Archive
  • Magazine
  • Newspaper
  • School Photo
  • Website.
    Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables.

Source Date

Date the document was published or received.

Source Reference

Cross-reference to the source. For example the name, issue date and page of a newspaper where the student's photograph appeared.

Source Path

Location of the document in the file system or URL.
This field shows the document's original location if the file has been embedded in the Synergetic database.

Type

Type of document. Typical examples include:

  • DOC, DOCX (Microsoft Word document)
  • JPG (photo using the Joint Photographic Experts Group format)
  • PDF (Adobe Acrobat file)
  • XLS, XLSX (Microsoft Excel spreadsheet).
    Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables.

Seq

Unique number identifying the document.


Buttons

Image Removed

Open the highlighted item in the appropriate application to view or change the item.
For example, if you highlight a Microsoft Word document and click

Image Added, Microsoft Word is launched to open the document.

Image RemovedImage Added

Image Removed Image Removed
  • Image Added
Image RemovedImage Added.
  • Browse for the folder.
  • Click
    • Image RemovedImage Added. Image RemovedImage Added

    Image RemovedImage Added

    Button

    Description

    Image RemovedImage Added

    		O_3144O_3144
    Anchor

    Anchor
    O_3145O_3145

    Import a document, spreadsheet, picture or link an external web page. See:

    Anchor
    O_15455O_15455
    Anchor
    O_29626O_29626

    Image Added

    Export a document, spreadsheet or picture.
    To copy a document, spreadsheet or picture from the Synergetic database and save it in a Windows folder:

    1. Click
    Anchor
    O_15453O_15453
    Anchor
    O_7150O_7150

    Anchor
    O_3147O_3147

    Open the highlighted document on the DocMan tab and update the information about the document.
    Note: You cannot update fields if the document is a photo loaded using Photo Maintenance.

    Anchor
    O_3148O_3148

    Delete the highlighted document from the DocMan tab.
    Note: Deleting an embedded record deletes the original document, spreadsheet or picture from the Synergetic database. Deleting a linked document removes the link from the Synergetic database but does not affect the original document.