Attaching supporting documents, such as quotes or other relevant files, to a purchase order is essential for maintaining accurate records and ensuring all necessary information is included in the purchasing process.
This guide provides step-by-step instructions on how to attach these documents within the system, with options to send them to the supplier or keep them for internal reference.
Prerequisites
Access to the Purchase Order (PO) module.
Step-by-Step Instructions
1. Open the Purchase Order
Navigate to the purchase order by clicking on the purchase order number (#).
2. Access the Supporting Documents Section
Once the purchase order is open, scroll down to the "Supporting Documents" section.
3. Upload the Document
Click on "Upload Document" to add your supporting document.
4. Optional - Send to Supplier
If you want the document to be sent to the supplier along with the purchase order, check the "Send to Supplier" checkbox.
If the document is for internal reference only, leave the checkbox unchecked.
FAQs and Troubleshooting
What happens if I attach a document without selecting 'Send to Supplier'?
The document will only be stored for internal reference and will not be sent to the supplier.
Can I attach multiple documents to the same purchase order?
Yes, you can attach multiple documents by repeating the upload process for each document.