Viewing automatically tagged document files
Use the Related Information context app with the forms in this table
to view document attachments that are tied to the current record in the form, where the files
were captured and tagged through SyteLine
workflows.
Documents related to a SyteLine record are ordered by creation date and time in the Related Information context app.
If there are multiple documents for a record, you can filter using the attributes listed in the table to find the correct document. Remember that the attributes that are available to filter for a document depend on how and where the document was inserted. See Example: tagging and searching with attributes.
| Form where document attachment is available through Related Information context app | Entity name (Document type) | Additional attributes for filtering and searching on this form |
|---|---|---|
| A/P Posted Transactions Detail | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum,InvNum |
| A/P Vouchers and Adjustments | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum,InvNum |
| A/R Posted Transactions Detail | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum,InvNum |
| A/R Posted Transactions Summary | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum |
| Commissions Due | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum,InvNum |
| Customer 360 | InforSalesInvoice (CS_SalesInvoice) | CustNum |
| Customer Order Blanket Lines | InforSalesOrderLine (CS_COLineRelease) | CoNum, CoLine |
| Customer Order Lines | InforSalesOrderLine(CS_CoLineRelease) | CoNum, CoLine |
| Customer Orders | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum |
| Customer Orders | InforSalesOrder (CS_SalesOrder) | CoNum |
| Customers | InforSalesInvoice (CS_SalesInvoice) | CustNum |
| Customer Orders Quick Entry | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum |
| Invoice Listing | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum,InvNum |
| Invoices, Debit and Credit Memos | InforSalesInvoice (CS_SalesInvoice) | CustNum,CoNum,InvNum |
| Purchase Order Blanket Lines | InforPurchaseOrderLine (CS_POLineRelease) | PoNum, PoLine |
| Purchase Orders | SyteLineVoucher (CS_SupplierInvoice) | VendorNumber,PoNumber, InvNum (Optional: InvoiceDate, VendorOrder, Freight, MiscCharges) |
| Purchase Orders | InforPurchaseOrder (CS_PurchaseOrder) | PoNum |
| Purchase Order Lines | InforPurchaseOrderLine (CS_PoLineRelease) | PoNum, PoLine |
| Purchase Orders Quick Entry | InforPurchaseOrder (CS_PurchaseOrder) | PONum |
| Vendor 360 | InforPurchaseOrder (CS_PurchaseOrder) | VendNum |
| Vendors | SyteLineVoucher (CS_SupplierInvoice) | VendNum, PoNum, InvNum |