The user is allowed to attach related documents to each job. Document types allow the user to categorize the documents that are attached to jobs, and thereby identify the relationship of the file to the job. A document type may be assigned to a scheduling activity, indicating all attached documents of a particular type are to be attached to supplier notifications. A document type may also be assigned to a purchasing activity, indicating all attached documents of a particular type are to be attached to purchase orders.
From the Setup menu, select Document Types.
Or, click on the Document Types icon on the Setup toolbar.
The following screen displays in the right side of the WMS desktop showing any existing document types.
For information on assigning document types to documents on the job, see Setting Up Jobs - Scheduling Only or Setting Up Jobs - Timberline Integration.