How You Store Printed Transactions as Attachments

Store a copy of a printed or emailed transaction on the transaction itself as a permanent record of the original printed document.

Create a Lookup Code

To use this feature, you must first enable the storing of printed transactions by creating an AR_STORE_PRINTED_TRANSACTIONS lookup code under the AR_FEATURES lookup type.

To create the lookup code:

1. Navigate to the Setup and Maintenance work area.

2. Search for the Manage Receivables Lookups setup task.

3. In the Manage Receivables Lookups page, search for the AR_FEATURES lookup type.

   If the AR_FEATURES lookup type doesn't exist, create this lookup type using the Manage Standard Lookups setup task.

4. In the Lookup Type: AR_FEATURES section, click the Plus (+) icon.

5. In the Lookup Code field, enter AR_STORE_PRINTED_TRANSACTIONS.

6. In the Meaning field, enter Store a printed copy of the transaction as an attachment.

7. In the Start Date field, enter the date that this lookup code becomes active.

8. Ensure that you check the Enabled box.

9. Save your work.

Print Transactions

When you run Print Receivables Transactions, the process prints or emails transactions to the designated customer accounts and sites. Then the Upload Printed Receivables Transactions post process stores a copy of the printed transaction as an attachment to the transaction.

If the Upload Printed Receivables Transactions post process fails to store copies of any printed or delivered transactions after the first printing, the next run of the Print Receivables Transaction process by any user will recover and print these transactions again to store copies of the transactions as attachments.

Note: You can't run the Upload Printed Receivables Transactions process from Scheduled Processes. This is a post process of Print Receivables Transactions that only runs once you have properly enabled the storing of printed transactions as attachments.

Use the Review Transaction page to open and review the printed document from the Attachments field or Attachments window. The Printed Transaction Copy attachment category is associated with each transaction stored as an attachment.

Whenever you reprint a transaction, an additional reprinted transaction copy is stored as an attachment. Use the Attachments window to review the date of each printed attachment.