QUESTION: 

How can you attach a document to a posted Purchase Order? 

 

Documents can be attached to any posted PO.  A PO can only have 1 document attached to it. 

 

PROCESS:

From PO’s > Review PO’s 

 

 

 

  • Select the PO that requires the document attachment. 
  • In the Document Attachment box, click the Select button and browse to the document.  

 

 

  • Once the document is selected, click the Upload button.  
  •  A paperclip icon will display with the PO indicating an attachment.  
  • Click on the paperclip any time you need to download the attachment.  
  • Documents that were attached during the New PO process will be available for viewing on the Review PO screen also.   

 

To delete an attached document, select the PO with the attachment and click the Delete Document button.   Confirm the deletion by clicking OK and the document is removed.