[SM] Attach and Retrieve SM Batch Reports

Attach Batch Reports to HQ Batch Control checkbox on the SM Company Parameters form, Info tab.

Select this checkbox (recommended) to have batch audit reports saved and attached to the batch record when a batch is posted. During batch processing, the system will export the related batch reports (except error reports) to a PDF file and attach them to the HQ Batch Control record. Reports are stored using the Attachment Storage Location and Subdirectory Structure parameters defined in DM Attachment Options. You can retrieve the reports later using HQ Batch Control.

The system exports batch reports before posting the batch. If errors occur for any batch report, the system displays an error message and aborts the posting process. You will need to correct the error before you can re-validate and post the batch.

If you secure audit reports, access to attachments generated through this process is restricted to HQ Batch Control. If you have secured the HQ Batch Control form, only users with access will be able to access the batch reports. Unlike regular attachments, indexes are not created for batch report attachments and you cannot access them using DM Attachment Search.

Do not select this checkbox if you do not want batch reports saved and attached to HQ Batch Control records.

Service Management batches are processed behind the scenes; that is, the batches are created and posted without ever exposing the batch processing form

You can retrieve the audit reports generated for Service Management batches using the HQ Batch Control form.

If you selected the Auto Post New Work Completed checkbox in SM Company Parameters, when you enter and save work completed lines in SM Work Orders, the system automatically creates, validate, and processes the batches without ever exposing the batch processing form. This means that the batch reports generated by those batches will only be available for review if you selected the Attach Batch Reports to HQ Batch Control checkbox in SM Company Parameters