Attaching Appendices to Final Transactions in the Priority System

Attaching Appendices to Final Transactions in the Priority System

In the DOKKA system, it is possible to attach files to invoices during data entry, as well as after digital signing or approval as part of the approval process.

However, in some cases, attaching files is not possible because the transaction has already moved to a "Closed" status (i.e., it is no longer temporary), and by default, Priority does not allow changes to attachments in this status.

To enable file attachments to invoices in "Final" status, follow these steps:

For a Consolidated Supplier Invoice:

1. Navigate to the menu:
   Financials > Purchasing (Financials) > Purchase Invoices > Consolidated Supplier Invoices > Statuses for Consolidated Supplier Invoice

For a Supplier Invoice:

1. Navigate to the menu:
   Financials > Purchasing (Financials) > Purchase Invoices > Supplier Invoices > Statuses for Supplier Invoice

After reaching the invoice status screen, click on "Manage Process for Consolidated Supplier Invoice" (or another transaction type).

Next, right-click on the relevant statuses ("Final" / "Approved" / "Canceled" – all statuses that do not allow changes to the invoice and are used by the customer) and select "Properties".

In the "Status Properties" screen, check the box for "Change Attachments in Final Status", then click "OK".

To allow saving the diagram without defining transitions between statuses, click on the menu icon in the top-left corner of the Priority screen > Edit > Free Transition Between Statuses.
Note that it is not possible to save the settings without defining transitions between statuses or disabling the "Free Transition Between Statuses" setting.

Finally, click "Save Diagram" in the bottom-right toolbar.

After configuring these options, you will be able to see in the "Statuses for Consolidated Supplier Invoice" screen (or other transaction type where changes were made) that the "Change Attachments" icon is now enabled for the modified statuses.