Manage document attachments in service items and documents

Article
04/23/2024

Enabled for	Public preview	General availability
Users, automatically	Mar 2, 2024	Apr 2, 2024

Business value

Digitalize document management of service-related documents (such as maintenance manuals, warranty certificates, or inspection reports) by attaching them directly to service items, contracts, and invoices. Access critical documentation on the go, ensuring efficient service delivery.

Feature details

In this release, we've made document attachments available on pages in Service Management. The Document Attachment FactBox is available in multiple places, like:

Service Item Card (page 5980 "Service Item Card")
Service Items (page 5981 "Service Item List")
Service Items (page 5988 "Service Items")
Service Contract (page 6050 "Service Contract")
Service Contracts (page 9321 "Service Contracts")
Service Contract Quote (page 6053 "Service Contract Quote")
Service Contract Quotes (page 9322 "Service Contract Quotes")
Service Credit Memo (page 5935 "Service Credit Memo")
Service Credit Memos (page 9320 "Service Credit Memos")
Service Invoice (page 5933 "Service Invoice")
Service Invoices (page 9319 "Service Invoices")
Service Order (page 5900 "Service Order")
Service Orders (page 9318 "Service Orders")
Service Lines (page 5905 "Service Lines")
Service Quote (page 5964 "Service Quote")
Service Quotes (page 9317 "Service Quotes")
Service Quote Lines (page 5966 "Service Quote Lines")
Posted Service Credit Memo (page 5972 "Posted Service Credit Memo")
Posted Service Credit Memos (page 5971 "Posted Service Credit Memos")
Posted Service Invoice (page 5978 "Posted Service Invoice")
Posted Service Invoices (page 5977 "Posted Service Invoices")

Service Item

You can also choose the Attachment action to go to document attachments from lines:

Service Contract Quote Lines (page 6054 "Service Contract Quote Subform")
Service Contract Lines (page 6052 "Service Contract Subform")
Service Credit Memo Lines (page 5936 "Service Credit Memo Subform")
Service Invoice Lines (page 5934 "Service Invoice Subform")
Posted Serv. Cr. Memo Lines (page 5973 "Posted Serv. Cr. Memo Subform")
Posted Service Invoice Lines (page 5979 "Posted Service Invoice Subform")

You can also print the following document to attachments using the Attach as PDF action:

Service Contract
Service Contracts
Service Contract Quote
Service Contract Quotes
Service Order
Service Orders
Service Quote
Service Quotes
Posted Service Credit Memo
Posted Service Credit Memos
Posted Service Invoice
Posted Service Invoices

Attach as PDF

Use the new Flow to Service Trx toggle in the Attached Documents page to control how documents attached to customers, items, or service items flow to documents, lines, and transactions.

Flow to Service Trx

From	To	When
Customer	Service header: Service Order, Service Quote, Service Invoice, Service Credit-memo	Select value in the Customer No. field
Customer	Service contract header: Service Contract or Service Contract Quote	Select value in the Customer No. field
Item	Service Item	Select value in the Item No. field
Item	Service Line: Service order line, Service quote line, Service Invoice line, Service Credit-memo line	Select value in the No. field
Item	Service Contract Line: Service Contract line or Service Contract Quote line	Select value in the Item No. field
Service Item	Service Line: Service order line, Service quote line, Service Invoice line, Service Credit-memo line	Select value in the Service Item No. field
Service Item	Service Contract Line: Service Contract line or Service Contract Quote line	Select value in the Service Item No. field

Note

Document attachments are not available for service item lines.

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