Assign Document Sets

This page is accessed via:

  • Shipment Management > Shipment Management > Buy Shipments > Actions > Business Process Automation > Documents > Assign Document Sets
  • Shipment Management > Shipment Management > Sell Shipments > Actions > Business Process Automation > Documents > Assign Document Sets
  • Customs > Declarations > Actions > Documents > Assign Document Sets
  • Transactions > Trade Transactions > Actions > Documents > Assign Document Sets
  • Order Management > Order Release > Order Release >Actions > Business Process Automation > Documents > Assign Document Sets
  • Shipment Management > Group Management > Shipment Group > Actions>  Business Process Automation > Documents > Assign Document Sets
  • Financials > Payment Invoice Management > Payment Invoice > Actions> Business Process Automation > Documents > Assign Document Sets
  • Financials > Billing Management > Billing > Actions> Business Process Automation > Documents > Assign Document Sets
  • Shipment Management > Shipment Management > Shipment Stops>Actions>Assign Document Sets
  • Trade Agreements > Campaigns > Actions > Documents > Assign Document Sets
  • Trade Agreements > Campaign Lines > Actions > Documents > Assign Document Sets
  • Master Data > Items > Actions > Documents > Assign Document Sets
  • Master Data > Item Qualifications > Actions > Documents > Assign Document Sets

This action allows you to assign document sets to selected objects. You can assign a single or multiple document sets to an object or multiple objects.

Note: If a document set is already assigned to an object, the action will proceed with assigning the remaining document sets.

Assigning a Document Set

  1. Enter an ID in the Document Set field.
  2. Click Save.
  3. Click Assign.

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