QUESTION: 

How can you attach a document to an Unposted Purchase Order? 

 

Documents can be attached at the time a PO is being created on the New PO screen.    A PO can only have 1 document attached to it. 

 

PROCESS:

From PO’s > New PO’s 

 

 

  • The New PO must be saved and showing in the Unposted Purchase Order Register at the bottom of the screen. 
  • Select the PO that requires the document attachment. 
  • The Document Attachment box will become visible below the Special Notes field on the screen. 
  • Click the Select button to 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 are attached during the New PO process will be available for viewing on the Review PO screen after the PO is posted. 

If your district is using the PO Approval process in SFO, any documents attached on the New PO screen will be available for viewing by the administrative user who will be reviewing and approving the PO.  

 

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.