(Document Scanning users)
Use this procedure to view archived scanned/imported documents from various Eagle applications via the GoTo or Misc Menu of the respective application. You can also access documents from many of the Eagle viewers via a hyperlink.
Scanned and imported documents must be archived before you can view them from Eagle applications.
You can view archived scanned/imported documents from the following applications and viewers:
In Customer Maintenance, display the customer account (and job if applicable).
Click GoTo and select O-View Scanned Customer Documents. The Document Archive Viewer displays documents for the customer / job automatically. If only one document is associated with the customer / job, the system automatically displays that document.
In Received on Account (ROA), display the customer account (and job if applicable).
Click GoTo and select Document Archive Viewer. The Document Archive Viewer displays documents for the customer / job automatically.
In the Transaction Viewer (accessed by pressing View Trx [F11] from Received on Account or Customer Maintenance, click Misc and select O-Document Archive Viewer. The Document Archive Viewer displays documents for the customer / job for the highlighted line item.
In Vendor Maintenance (MVR), display the vendor.
Click GoTo and select S-View Scanned Vendor Documents. The Document Archive Viewer displays documents for the vendor / store automatically.
In the New A/P Transactions window, display the transaction.
Click GoTo and select S-View Scanned Vendor Documents. The Document Archive Viewer displays documents for the vendor / store automatically.
In New A/P Transactions (ATMU), click Viewer to display the ATMU Grid View.
Do one of the following:
Click Misc and select 2-Document Archive for Vendor or 3-Document Archive for P.O. The system passes the appropriate data to the respective lookup based on the current line selected in the grid.
Click the PO Number hyperlink. The Document Archive Viewer displays documents for the vendor / store automatically. Additionally, if the selected line has a PO number associated with it, only the documents associated with that PO number display.
In View Posted A/P Transactions (AVIQ), display the vendor, or leave it blank to look up documents for all vendors..
Click Misc and select X-Document Archive for Vendor or X-Document Archive for Voucher. With the second option, the system looks up all documents for the selected Vendor, based on the current line selected.
In the Purchasing and Receiving window (MPO), display the purchase order in the P.O. Number field, or leave it blank to look up documents for all POs.
Click Misc, then select X-Document Archive for Vendor or Y-Document Archive for P.O. The system passes the appropriate data to the respective lookup based on the current vendor and/or PO number selected. These lookups work the same in either the Header or Detail screen of Purchasing and Receiving.
Requires the Advanced Receiving and Document Scanning (option 49 "Eagle for Windows document scanning feature on system" and option 8628 "Windows Advanced Receiving on System") features set to Yes.
Requires security bit 922 “Document scanning feature - Access Vendor/PO scanned documents”.
From the PO Archive Viewer, click Misc and select View Scanned PO Documents. The documents associated with the selected PO display.
POS/Order Entry has a special feature to show multiple archived documents and quickly launch the one you select.
With the SKU in the SKU field, click Menu and select View Scanned Documents. The Document Archive Viewer displays the documents linked to the SKU (the Document Type indicated in the Document Scanning Archive must be "Inventory Item"). If only one document exists for the SKU, that document automatically displays.
From Quick Recall, click Misc and select 6-View Scanned Document. The documents associated with the selected invoice, and all documents associated with the order which originated that invoice, display. If only one document exists, the system automatically displays that invoice.
From Inventory Maintenance, with the SKU in the Item field, click GoTo, and select View Scanned Item Documents. The Document Archive Viewer displays the documents linked to the SKU (the Document Type indicated in the Document Scanning Archive must be "Inventory Item"). If only one document exists for the SKU, that document automatically displays. Document Type should be "Inventory Item" only.
From the Inventory Viewer, click Misc and select View Scanned Item Documents. The Document Archive Viewer displays the documents linked to the SKU (the Document Type indicated in the Document Scanning Archive must be "Inventory Item"). If only one document exists for the SKU, that document automatically displays.