Attaching a .pdf File to a Payables Transaction

Recently I was asked how to attach a .pdf file to a payables transaction. Since pictures are so much easier to follow than words, I am posting the steps necessary to accomplish the task.

First, select the Note icon next to the voucher number.

When the Note window opens. There is a little paperclip icon to the left of the Attach button. This is what you need in order to attach files. If the paperclip icon is not present, there is a problem with the OLEPath = setting in your dex.ini file.

Once you select the paperclip icon, you will be presented with the OLE Container window. On this window select Edit and then Insert New Object.

On the Insert Object window, select the ‘Create from File’ radio button, browse to select your .pdf file and select the ‘Display As Icon’ check box. The ‘Display As Icon’ check box is not necessary, but it makes the Container window look more orderly.

After Selecting ‘OK’ the OLE container will contain an Icon for Adobe.

Select File Exit, save when prompted and then hit the Attach button when you return to the Notes window. After it’s close, you can open the note back up and there will be a little piece of paper in the paperclip.

If you click on the paperclip icon, the OLE Container will open again.

Click on the Adobe icon and Acrobat should open your .pdf file.

There should be no degradation in the quality of the .pdf file as a result of inserting it as an OLE object.

I hope this helps!

Until next time,

Leslie

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Attaching a .pdf File to a Payables Transaction