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Enter or amend drawings

Note: The View Drawing Record option allows you to see the entries for the drawing records but not amend them.

Open: Manufacturing System Manager > Drawing Register > Records > New Drawing Record.

Open: Manufacturing System Manager > Drawing Register > Records > Amend Drawing Record.

1. Enter a new reference or select an existing reference from the Reference drop-down list.
2. Enter or amend the Description.
3. Enter or amend the Details.

   User Revision Number	Enter the revision number for the drawing.
   Effective From	Enter the date the drawing is effective from.
   Effective To	Enter the date the drawing is effective to. Note: This should be later than the Effective From date.
   Storage Details	Enter storage details for the drawing. This information - Title, Author, Design Package, Location, Index Number, Media Type - describes the ownership and location of the drawing. You can select from a drop-down list of media types or enter a new one. Note: A new type is only valid for this drawing and is not added to the list of existing media types for selection on other drawings.

4. Enter or amend Stock Item/Customer information.

   Note: All entries on this tab are optional. However, you cannot delete a stock item or a customer if they are associated with a drawing, using this tab.

   1. Select the Stock Item/Customer information tab.
   2. Amend the details as required.

   Stock Code	Enter the stock code to which the drawing relates.
   Name	The stock code item name appears automatically.
   Account No	Enter the customer account number.
   Name	The customer account name appears automatically.

5. Enter or amend the notes.

   1. Select the Notes tab.
   2. Amend existing notes or add new notes about the drawing record.

   Note: When you add notes to the drawing record, an asterisk appears on the tab title, e.g. Notes *.

6. Enter or amend the comment history.

   1. Select the Comment History tab.

   2. To add a comment, click Add.

      The Add Comment window appears.

      Enter the following information for the comment:

      Comment Date	This defaults to today's date. Select another date if required.
      Time	This defaults to the current time. Select another time if required.
      User Revision Number	Enter your revision number.
      Comments	Enter any comments for the change history.

   3. To edit a comment, select a comment and click Edit.

      The Edit Comment window appears.

      Amend the Comment Details as required.

   4. To delete a comment, select a comment and click Delete.

      Confirm at the prompt that you want to delete the history entry.

7. Enter or amend the attachments.

   Use the Attachments tab to link files to drawing records.

   Add a file

   To add a file to the account or record:

   1. Click Add File.

   2. Select the file(s) that you want to add.

      A copy of the file will be displayed in the list, and will be marked with a status of New. The file will only be added to the account/record when you save it.

      Sage 200 Online

      If you are using Sage 200 Online, the file will be tested by antivirus software before it is attached.

      Provided the original file extension is not greater than 150 characters, you will see the file in the file list with one of the following three extensions:

      Extension	What it means
      .[the original extension]	The file has been tested by antivirus software and no problem has been found. Therefore the file has been saved in the cloud.
      .quarantine	The file has been placed in quarantine and is waiting to be tested by antivirus software.
      .blocked	The file has been tested by antivirus software and found to be potentially unsafe. Therefore the file has been deleted from the cloud and a dummy file with the .blocked extension is listed so you can see that there is a problem with the file.

   Tip: You can also use drag-and-drop to add files to the attachments list.

   Add a link to a file

   To add a link to a file:

   1. Click Add Link.

   2. Select the file(s) that you want to add a link to.

      A link to the file will be displayed in the list, and will be marked with a status of New. The link will only be added to the account/record when you save it.

   Tip: You can also use drag-and-drop to add links to the attachments list; hold down the Alt key to create a link (instead of adding the file).

   Add a link to a folder

   To add a link to a folder:

   1. Click Add Folder.

   2. Select the folder(s) that you want to add a link to.

      A link to the folder will be displayed in the list, and will be marked with a status of New. The link will only be added to the account/record when you save it.

   Tip: You can also use drag-and-drop to add folder links to the attachments list.

   View or save a file, link or folder

   To view the file, link or folder from the account record:

   1. Select the item.
   2. Click View.
   3. If you are viewing a file or link, you can either view or save it.
      • To view the file, click View.

      • To save a copy of the file, click Save As.

        Note: To modify an attached file; save the file and edit it, and then add it as a file again (you will be asked to overwrite the old file). To modify a linked file, you just need to edit and save the file in its original location.

   Delete a file, link or folder

   Note: If you delete a file, the file will be removed from the server. If you delete a link or a folder, only the link will be removed and the file/folder that is linked to will remain intact.

   To delete a file, link or folder:

   1. Select the item to delete.
   2. Click Delete.

   3. The item will be marked with a status of Deleted.

      Tip: If you do not want to delete an item, select it and click Undelete.

   4. You will be asked to confirm that you want to delete the item when you save the account/record.

   Set a description for a file, link or folder

   You can enter a description for an item in the attachments list:

   1. Select the item.
   2. Click Set description.

   3. Enter the description for the item and click OK.

      The description will be displayed in the Description column.

8. Click Save.

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