Manage files for a purchase order
Document Index is a place for storing files to be shared among other users. In Document Index, you can store various kinds of documents for reference, and modify, delete, open, and email these files.
You should always save heat documents in the Heat Documents category in Document Index. The Heat Documents category differs from other document categories in that it maintains a link to the heat document for all items that share the same supplier, purchase order number, and heat number.
- In Combining, Estimating, Project Management, Production Control, and Purchasing, click Document Index/Doc Ind or press F8.
- In Inventory, go to the Inventory ribbon tab and select Document Index.
For Combining, Project Management, and Production Control, you are asked to select if you want to open the Document Index dialog box related to linked jobs.