Reviewing the file attachment setup

  1. Select Customer Profiles > Edit. The Customer Profiles setup page is displayed.
  2. Click Setup corresponding to the Enable Attachment Types field. The Attachment Types page is displayed.
  3. Review this information:
    Code
    The defined code for the attachment.
    Name
    The name of the attachment type.
    Active
    This indicates whether the attachment type is active.
    Used in count
    Warn Only
    If this check box is selected, the business document can be published without attaching the file.
    Mandatory
    If this check box is selected, the specified file must be attached to publish the business document.
    Mandatory Rule
    The type of mandatory rule.
    Note: You can view few columns only for specific business document.
  4. Click the Set Rule option to specify the different set of rules for mandatory attachment.
    Note: You can also use the page to:
    • Modify the attachment type using the Edit option.
    • Defining a new attachment type using the Add Attachment Type page.
    • Delete an existing attachment type using the Delete option.
    • View the details of the specified business document using the Filter by Document field.