Doc.Delivery Attachments Card

The Doc Type Attachment Card gives you a more detailed view of the document you are attaching to your document type and further setup options that you can manipulate to show the document that best suits your business requirements.

The first FastTab is the General FastTab, which simply detail the document type you are on and what type of attachment you are looking at. The attachment type is based on the attachment line you highlighted before pressing the action.

Following on from general we then have the Report FastTab, most of the fields you will recognise.

However, there are a few extra ones that you may want to use, such as; Custom Layout Code. This allows you to create a custom layout report which will then be sent put as part of that report’s attachment, overriding the report you have populated in the Report ID field.

In the filters section there are 2 fields relating to the report’s filters. By default, the field Report Filter Source will be set to Primary Table. This means that based on the records you select it will filter the report using your selected records as they were selected from your primary table. For example, when running the Order confirmation, you are selecting records from the sales list. As the document types primary table is the Sales Header it means the report will be filtered based on you selecting the customers documents.

You also choose the option Linked Tables, you use this in a scenario where you have a report running from a linked table and you need those filters to run the report.