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Notes & Attachments Definitions

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Adding Notes and Attachments to specific suppliers

To add an attachment to specific suppliers, it should be added to the line item during the “Edit Lines” Checkout Process

During the requisition check-out process:

  • Click on “Edit Lines”
  • Click the “Attachments” tab

To add an attachment for a specific line item, follow (1) of the steps provided below.

To add an attachment by hovering over the ‘Add Attachment’ button OR ‘Attachments’ icon, complete the following steps:
  • From the Add Attachment form, select an ‘Attachment Type’ by clicking on the down arrow (i.e. select File or URL)
  • In the ‘Title’ field, enter a brief description of the note or attachment (i.e. Bid Waiver Information)
  • Select a ‘Category’ by clicking on the down arrow – this field will allow you to direct the attachment to a specific individual or group (i.e. To Purchasing, To Buyer, etc.)
  • Depending on the ‘Attachment Type’ you selected; fill in the Text or URL field with the appropriate information
  • Click [Save] or [Add Another]; click on [Cancel] to discard
To add an attachment by clicking on the ‘Add Attachment’ button OR ‘Attachments’ icon, complete the following steps:
  • In the ‘Attachment Summary Information’ section, enter a brief description of the note or attachment in the ‘Title’ field. (i.e. Bid Waiver Information)
  • In the ‘Attention-To’ field, select an individual or group by clicking on the drop down arrow – this field will allow you to direct the attachment to a specific individual or group (i.e. To Purchasing, To Buyer, etc).
  • In the ‘Define Attachment’ section, there are (2) attachment types - choose, URL or Text
  • Depending on the ‘Attachment Type’ you selected; fill in the Text or URL field with the appropriate information
  • Click [Apply] button or [Add Another] button; [Cancel] to discard

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