ECM Viewer Setup
The ECM Viewer Setup specifies the pages on which the ECM Viewer is displayed. The ECM Viewer integrates a website of the document management system in BC. The website link is created according to the folder call that is defined in the link setup.
Fields
| Field name | Function for TRASER ECM Connect 365 |
|---|---|
| Page | Specifies the page in which the ECM Viewer is integrated. |
| Link setup | Indicates whether a link setup exists for the page and the associated table. |
| ECM Viewer active | Indicates whether the ECM Viewer is displayed on the page. |
Functions
- Default Setup:** Creates entries for all pages on which the ECM Viewer can be displayed.
- Open Link Setup: Opens the link setup for the folder views.
Pages on which the ECM Viewer can be activated
Purchase
-
Purchase Invoice
-
Purchase Credit Memo
-
Purchase Order
-
Purchase Quote
-
Purchase Return Order
-
Posted Purchase Invoice
-
Posted Purchase Receipt
-
Posted Purchase Credit Memo
-
Posted Return Receipt
-
Posted Return Shipment
Sales
-
Sales Credit Memo
-
Sales Invoice
-
Sales Order
-
Sales Quote
-
Sales Return Order
-
Posted Sales Credit Memo
-
Posted Sales Invoice
-
Posted Sales Shipment
Service
-
Service Item Card
-
Service Order
-
Service Quote
-
Service Item Worksheet
-
Posted Service Credit Memo
-
Posted Service Invoice
-
Posted Service Shipment
Others
- Customer Card
- Fixed Asset Card
- Item Card
- Resource Card
- Vendor Card