Attachments in Order Management

How to configure automatic Attachments in Order Management

Lets see how we can add automatic attachment in in Order Management

Step 1) Please Make sure OM: Apply Automatic Attachment set to Yes

Step 2)  Navigate to OM>setup>Orders>Attachments> Document

Enter New category : Mandeep Test category
Default Data type: Long Text
Optionally specify the Start Dates

Step 3) Click On assignments Button

Select Type as Form and names as Sales Order form

Step 4) Now Navigate to OM>Setup>Orders>Attachment>Documents

Specify Category as Mandeep Test Category
Security : None
Optionally Select Start Dates
Enter a Text : Hi, Please let us know if you face any issue with the product.


Step 5) Click On additional Rules

Select entity as : Order Header
In rules select Attribute as Customer and Attribute Value as w_Enterprise Builders : 3477

Now this particular attachment will get applier to sales order created for w_Enterprise Builders


Test Case

Create a sales Order for w_Enterprise Builders : 3477 and click on the attachment button at header level

You can see our text appears in the attachment

Thanks
Mandeep
------------------------------------------------------------------------------------------------------------------------------------------------------------------
Please share this knowledge with your friends and subscribe at our blog for more updates. If you have any queries, please participate in our Forum or by leaving your comments below.
------------------------------------------------------------------------------------------------------------------------------------------------------------------