How to Configure Attachment in iDempiere for Retail
The Attachment window stores files linked to business records. Retail users attach invoices, images, ZIP files, and supporting documents to requests and transactions, improving document tracking and audit readiness.
Process Flow
Business Rules
- Attachments are linked to a table and record.
- Only active records should be maintained.
- Multiple files can exist in one attachment.
- Organization controls attachment ownership.
- Text Message stores additional notes.
Prerequisites
- Tenant configured.
- Organization configured.
- Target record available.
- User has attachment permission.
Navigation
Menu → System Admin → General Rules → Attachment
Configuration Steps
Step 1: Create Attachment
Create a new attachment record.
| Field | Sample Value | Description |
|---|---|---|
| Tenant | POTS | Client |
| Organization | CDC | Organization |
Step 2: Select Record
Choose the table and record ID.
| Field | Sample Value | Description |
|---|---|---|
| Table | R_Request_Request | Target table |
| Record ID | 100001 | Business record |
Step 3: Upload Files
Add files and maintain notes.
| Field | Sample Value | Description |
|---|---|---|
| List of Files | Invoice.zip | Attached files |
| Text Message | Store documents | Description |
Step 4: Save
Save and verify the attachment.
| Field | Sample Value | Description |
|---|---|---|
| Active | Yes | Available |
Common Issues and Resolutions
| Issue | Cause | Resolution |
|---|---|---|
| Upload failed | Invalid file | Use supported format |
| Wrong record | Incorrect Record ID | Select correct record |
| No permission | Access restricted | Assign role |
| File missing | Not saved | Save attachment |
| Inactive record | Record disabled | Activate or create new |
Next Steps
- Review linked Request records.
- Maintain Notices with attachments.
- Verify uploaded documents.