Link Documents

Deacom has the ability to read a directory containing PDF or image files, find barcodes on these images, and attach each of these files to the correct Sales Order, Purchase Order, or Job. The list of file types that are available for use with the link documents transaction is listed below. It is recommended to use PDF and/or PNG files when possible.

The Link Document History table, available via System > History / Performance, displays all link document attempts and their status (passed or failed).

• .PDF
• .PNG
• .TIF
• .TIFF
• .GIF
• .JPG
• .JPEG
• .BMP
• .DCX

Documents not originally printed from Deacom, such as pictures or shipping documents provided by Vendors, will have to have a label attached to them which indicates the Sales Order or Purchase Order to which the document will be attached. These labels can be sales labels, purchasing labels, sales reports, or purchasing reports. The labels can have information on them that is human-readable in addition to the barcodes described above. Use standard user report formatting to set the label size, place, and format of the fields on the labels. If the labels will be printed on a dedicated label printer, the printer environment can be fixed.

System Navigation

Tools > Link Documents

Link Documents

Button/Field	Description
Run	If clicked, fires the selected profile.
Add	If clicked, opens the Link Document Profiles form, used to add a new profile.
Modify	If clicked, opens the Link Document Profiles form, used to modify the selected profile.

Link Documents Profiles

Opened via the "Add" or "Modify" buttons on the Link Documents form.

Field/Flag	Description
Name	Defines the name of the profile.
Source Path	Location of the data files to be imported on the local server. Files are placed here before processing. After successful processing, they are put in the Success Path location.
Success Path	Location where data files that pass will be sent on the local server and removed from the Source Path folder.
Failure Path	Location where data files that fail will be sent.
Document Category	Search field used to select a Document Category.
Frequency	Defines how often the profile should run. The frequency is set in minutes.
Table	Pick list used to indicate which table this to which this document should attempt to link. Options are: Jobs, None, Purchase Orders, Sales Orders.
Field	Pick list used in conjunction with the "Table" selection to indicate the field to which this document should attempt to link.
Active	If checked, this record is active. Only active records may be used in the system.