AGRIS Sales - Default to store in AttachToo

 Problem

My Bookings, Sales Orders or Prepay do not store in AttachToo

 Solution

There are two possible scenarios to review.

1. The default form is not set correctly for the organization or location.

   1. The best way to address this is to set the default form to use for the organization (removing all default form preferences by location) Once complete create a new transaction and observe the results.

      1. If it still does not save successfully proceed to step 2.

2. Review the default form configuration

   1. Is certain situations the document may not have been configured to save to AttachToo.

      1. Navigate to ACR or INV >Forms Manager>Form type impacted> and edit the form design

      2. Confirm the following two screens are set with the following attributes.

         1. Create an Additional copy in a folder (Should be D or B )

            1. Open

               

             

         2. Additional Copy default printing options should be “yes”

            1. Open

               

 Related articles