Attachments Page

You can attach any type of file to a document in the Procurement application. The files can be in any format and can contain any additional or required information, such as: purchase justification, mandatory certification, regulatory or licensing information. You may add an attachment to a Shopping Cart or a single item in the Shopping Cart.

An attachment is carried though the Procurement workflow and attached to subsequent documents in the workflow, such as Orders or Change Requests, and may accessed from them. You may also direct an attachment to be forwarded to the supplier, or (at your discretion) distributed to only internal approvers and reviewers.

To access attachments to the Shopping Cart:

1. Click on attachments on the Shopping Cart (or Change Request) page to display the Attachments page with a list of files currently attached to the document.
2. On this page you can:
• Attach a New Attachment to the document, or
• Modify Attachments by removing or replacing an attached file name or pathname.

To access attachments to a single item in the Shopping Cart:

1. Click the Details Action icon beside an item:

The Details Action icon

The Procurement application displays the Item Details page.

2. Click the Item Attachment tab.

The Procurement application displays the Item Attachments page with:

• Basic Information for the selected item, and
• A list of files currently attached to the item.
3. On the Item Attachment page you can:
• Attach a New Attachment to the item, or
• Modify Attachments by removing or replacing an attached file name or pathname.

You must use an external application if you want to Edit Attached File contents. You cannot edit or view the contents of an attached file unless you have the necessary editing software or a viewer installed on your computer.

4. When you have finished viewing attachments, click [Close] to return the Shopping Cart Page or Change Request Page.