Attach Documents to Specific Work Order Lines in Cetec ERP

Jun 26 2023
Attach Documents to Specific Work Order Lines in Cetec ERP

On the production floor, the difference between a smooth build and a stalled work order is often access to the right document. If instructions, videos, drawings, or completed forms live in email threads or shared drives, your team wastes time searching and risks using the wrong revision.

Cetec ERP lets you attach documents directly to a work order, and when an order has multiple lines you can tie a file to the exact line it belongs to. That keeps line-specific instructions and completed paperwork in the same place your team is already working.

Open the Documents Tab on the Order

Start by navigating to an order that has multiple lines. From the left-hand navigation panel, select the “Documents” option. This is the workspace for adding images, videos, and files, then associating them to the right part of the order.

Upload a File or Add a Link

On the Documents page you will see two ways to add information. Use “Browse” to select a local file from your computer, or drag and drop the file into the upload area. Use “Add Link” when the document lives outside of Cetec ERP and you want to store a URL that opens the external location.

Assign the Document to the Correct Order Line

After your file is staged on the Documents page, choose which order line it should be associated with. This is the key step when instructions or deliverables are different per line. Once the line is selected, click “Upload” to finish.

Ordline_specific_documents_upload.jpg

Verify the Document Shows Up in the Right Place

Once uploaded, the document tied to a specific line will be separated from documents attached to the overall order. You should see a distinct area on the order’s Documents tab indicating the file is associated with that line.

If you open the work order line itself, the same document will also appear on that line’s Documents tab. That gives production a predictable place to find line-specific instructions and a place to upload completed documents back to the same record.

Ordline_document_line2_upload.jpg

Key Takeaways

  • Use the order’s Documents tab to upload files or store external links in Cetec ERP.
  • When an order has multiple lines, assign each document to the correct line before uploading.
  • Line-specific documents appear separately on the order and also on the work order line, so production can find them where they work.
  • Use the same workflow to upload completed instructions, photos, or forms back to the work order for recordkeeping.

Conclusion

Attaching documents to a specific work order line keeps the right instructions and completed paperwork tied to the work that actually happened. When your team can access and update documents directly on the work order, you reduce time spent searching and make it easier to keep production records consistent.