Manually adding and associating ERP documents in the Related Information context app

Use these steps to manually add a document file to Document Management through the Related Information context app, and associate it with the current SyteLine form and record.

  1. Open the SyteLine form and select the record to which you want to associate the document file. For example, on the Invoice Listing form, you might want to associate a sales invoice PDF with a specific invoice and order line number.
    Note: Always insert the document file with the form that allows the most attributes to be tagged. This allows users to use all of these attributes to search for the document later. See Example: tagging and searching with attributes.
  2. In the Related Information context app, use the drop-down list to select a context entity type. This type is used to associate files with the records on the SyteLine form.
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    The list contains all of the context entity types from the business context message that was sent when you opened the form and record. The value is initially set to the first context entity type in the message, usually InforAccountingEntity. You can select a different type. For example, if you want the files you add to be associated with invoices rather than the accounting entity, select

    InforSalesInvoice. The context entities that are available depend on the form.

  3. Browse to select a file - for example, a document or picture that is related to the current customer - into the context app.

    Alternatively, click the Add (paperclip) icon in the Related Information context app to attach the file.

  4. You can click Additional Details to view the default context information that will be associated with the file.

    Depending on the context entity you select, there might be multiple attributes that are associated as metadata with the document, for example, the customer number, invoice number, and order number.

    You can also select the Access Control List (ACL) for the document. Generally, just use the default value.

  5. Click Upload.

The document file is associated with the current record’s context. The next time you display a record with the same context in any SyteLine form, the file is listed in the Related Information context app.

Documents that were auto-generated from SyteLine include the background task number in the TaskNumber attribute. For manually added documents, the TaskNumber attribute is blank. This allows the Related Information context app to show both an auto-generated document and a manually-loaded document with the same document type and record ID.