Search Tips
Pgm: ARINVFM – AR Invoice Entry; standard Treeview path: AR > Invoice > Enter Invoices
The "Upload ECM Document" option opens the Image Upload pop-up window where the user can select the document type and source and select a file to be uploaded to Image Manager. To upload a file, either click on the [Browse] button or use the drag-and-drop method if the Windows Explorer is already open.
Click the [Upload] button to start the uploading process or click [Cancel] to exit the window without uploading a file. If there is an existing document for this item in Image Manager, the system opens the Upload Validation pop-up window after the new document is uploaded and users are asked to confirm if this new document is a revision, addendum, or override by selecting the appropriate radio buttons or checkbox.
If the title of the uploaded document is the same as the existing document, only the 'Override' box can be checked and the existing document will be overridden. If the uploaded document has a different name than the existing document, users can select either the 'Addendum' or 'Revision' radio button to upload it as an addendum or revision. The 'Addendum' radio button will append the new document as a sub-document under the existing document and the 'Revision' radio button will replace the existing document. After selecting one of the options, click the [Done] button to finish uploading the new document.
An asterisk (*) will appear next to the [ECM Documents] button to indicate that files have been uploaded.