Item attachments

In Comarch ERP Enterprise system, the user may add different types of attachments to items. Currently, the following file types can be sent from the mobile application to the ERP system:

• images: .jpg, .png, .bmp, .gif, .raw
• other: .pdf, .txt, .doc, .docx
• recordings: .amr, .m4a, .mp3

Note

The maximum size of a file to be sent is 3 MB.

Item logo

In order to add an item image as a logo, it is necessary to select the item thumbnail ([Inventory item] button) in the Items application (Base view).

The Select logo window will then be opened.

For an item logo to be displayed in Comarch Mobile application, it is necessary to select a correct file path in the CEE system, for instance: APP611DV07 → Documents → Bilder.

After selecting a given file from the list, it will be automatically added to an item.

Changes need to be saved by clicking the  button.

Other item attachments

Other attachments of different types may be added in the Items application (Sales view), on the PIM media tab available after selecting the Comarch Integration BUS extension.

Selecting the  option ([Insert from Kstore]) opens a new window, where it is necessary to select a correct file path in the CEE system, for instance: APP611DV07 → Documents → Bilder.

After selecting a given file from the list, it will be automatically added to the list of attachments on the PIM media tab. The user also needs to enter a sales channel and select either Image or Other media in the Type column.

Note

To upload a file type other than Image, select Other media in the Type column and make sure the file has a correct extension.

Hint

If an attachment is marked as General, it is not required to enter information on a sales channel.

Changes need to be saved by clicking the  button. Next, the changes need to be exported to Comarch Mobile with the use of the Export items or BUS Export data application.

Attachments and notes on the customer form

Introduction

Comarch ERP Enterprise allows the user to add different types of attachments to the customer form. Currently, file types that are allowed to be transferred between the mobile application and the ERP system are:

• Images: .jpg, .png, .bmp, .gif, .raw
• Other: .pdf, .txt, .doc, .docx
• Recordings: .amr, .m4a, .mp3
• Notes

Note

The maximum size of an attachment to be added is 3 MB.

The user may add attachments and notes in the Partners application with the use of the Create document dialog window opened after selecting the [Create document] button.

The Create document dialog window is composed of the following fields:

• Business entity instance – it displays a customer to whose form an attachment or note will be added
• Document type – using the [Value assistant] button in this field, it is possible to select one of the available document types from a drop-down list. Document types can be created in the Document types application.

Also, the user can select the following buttons:

• [Create document] – it allows adding attachments: images, recordings, and other
• [Create note] – it allows adding a note concerning a given customer
• [Cancel] – it cancels the action and returns to the Partners application

Adding attachments to the customer form

Selecting the [Create document] button opens the Documents application.

Selecting the button in the Document file field located in the work pane of the Documents application (General tab) opens a new window, where it is necessary to enter a relevant file path.

After a given file is selected, it is automatically added to the list of attachments in the Documents application. Changes need to be saved with the button. The attachment added will be assigned the status In process.

In the next step, it is necessary to click the [Select action] button in the header toolbar and select the [Release document file] action.

Finally, it is necessary to export data into Comarch Mobile with the use of the BUS Export attachments application.

Adding notes to the customer form

Selecting the [Create note] button opens the Documents application.

After entering a note on the Notes tab of the work pane, changes need to be saved with the button. The note added will be assigned the status In process.

In the next step, it is necessary to click the [Select action] button in the header toolbar and select the [Release document file] action.

Finally, it is necessary to export data into Comarch Mobile with the use of the BUS Export attachments application.

More information on attachments and notes in Comarch Mobile may be found in the Adding attachments to the customer form in Comarch Mobile article.

Previewing customer attachments and notes

The user can preview customer attachments and notes in Comarch ERP Enterprise.

Selecting the [Documents query] button in the header toolbar opens the Cockpit: Documents application. The application displays the list of attachments associated with a selected customer.

Hint

Documents marked with the icon (In process) will not be exported into Comarch Mobile.

Hint

The user can preview attachments and notes by holding Ctrl and clicking a given item in the Link column.