Home » Categories » Solutions by Business Process » Utilities

Scanning Options on the Ledger Enquiry

Datafile Software

Scanning Options on the Ledger Enquiry

This option adds the ability to scan a document against an application record, such as a sales ledger account or sales order, from within the Ledger Enquiry.

A new option FILES has been added to the enquiry detail options which, when selected, offers the option to scan a document.

When selected you will be prompted for the filename to save the scanned document – you do not need to enter a path or a suffix just a description of the document.<F4-Select> is available to allow you to overwrite an existing file.

After entering the saved image filename the scan dialog is shown and you can proceed to scan the documents as per the Purchase Ledger Invoice Scanning option (discussed in the Release 5.6 manual).

You can view the scanned documents via the ‘Associate File’ option available on the toolbar when the account record (or other application record) is open or via the Links option on the Utility panel on applicable application screens.

Installation

Ledger Enquiry Manager

To enable the FILES option against an application within the Ledger Enquiry you need to set the authority level for the action within the Ledger Enquiry Manager. The option ‘Enquiries Configuration’ has, for each application an additional option for ‘Extra File Scans’. When selected a prompt is displayed for you to enter the authority level to allow the FILES option.

Auth Level – Set authority level to allow FILES option (0-9 where 0 is the highest and 9 is the lowest authority level). Note that this relates only to the ability to scan a document, any operator can view a previously scanned document.

Notes

Scanned documents are saved in the same location as any Microsoft Word documents for the application record. In the location specified against MSWORD= within the DATAFILE.INI the system will create a company folder (the three-letter company id), an application folder ??USER (where ?? is SL, PL, etc), and then a folder per main record.

Scanners must have a TWAIN driver to be compatible with this utility.

Scan dialog options are remembered within the session but reset to system defaults on exit.

Custom Fields
  • Release ID: 5.7
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Confirm Input File and Date - Sales/Purchase Batch Updates
Viewed 1565 times since Thu, Jul 5, 2012
Accept Forward Period Dates on Automatic Imports
Viewed 1690 times since Fri, Jun 8, 2012
Disputed Transactions on Allocation Import
Viewed 1447 times since Tue, Jun 12, 2012
Data Items Cross Reference - Sales/Purchase Batch Updates
Viewed 1495 times since Thu, Jul 5, 2012
Optional Features - Sales/Purchase Batch Updates
Viewed 1681 times since Thu, Jul 5, 2012
Custom Features - Job Costing Batch Update
Viewed 1555 times since Thu, Jul 5, 2012
Installation Details - Sales/Purchase Batch Updates
Viewed 1408 times since Thu, Jul 5, 2012
Negative Discount Amounts on Payment Transactions
Viewed 1501 times since Tue, Jun 12, 2012
Batch Update Processing - Sales/Purchase Batch Updates
Viewed 1557 times since Thu, Jul 5, 2012
Report Specification - Stock Batch Update
Viewed 1502 times since Thu, Jul 5, 2012