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Notes & Attachments Definitions

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Adding Note to Purchasing for Competitive Bids or Bid Waiver

Attachments for the Bid Information or the Bid Waiver are added during the Checkout Process. Click on “Edit Lines” then click on the “Attachments” tab, this can be done before or after entering the Charge Account Information.

IMPORTANT: Bids need to be sent directly to Purchasing at sourcing@exchange.upenn.edu

After clicking on Add Attachment button or the + next to the requisition line(s) complete the following steps:

  • In the Attachment Summary Information section add the Title such as Bid Info or Bid WaiverM
  • Select the proper Attention To such as Internal to Requisition or To Purchasing
  • In the Define Attachment section select URL and enter the website or select Text and enter additional information such as Bid Waiver to follow to Purchasing by email
  • Click Apply button or Add Another button; Cancel to discard
  • After clicking Apply you will see the Confirmation that the attachment was successfully added, and you will your attachment under the Add Attachment button
  • Click Continue

Attachments can also be added prior to submitting the Requisition for approval at the Approvals step.

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Fast Facts


FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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