Purchasing provides you with powerful features to create attachments for your purchasing documents. You can provide unlimited text, specify who can review the attachments, and print text attachments onto your purchase orders. You can even modify existing attachments to personalize your messages for different suppliers. You can easily provide all the information you need when you create your purchasing documents. You should be able to:
Provide unlimited text attachments on your purchasing documents
Designate the appropriate people who can review the attachments
Print text attachments on your purchase orders and RFQs for the supplier to review
Reuse attachments on different documents
Copy and modify existing attachments to speed up data entry
Copy attachments from your requisitions to your RFQs and purchase orders
Provide standard attachments for an item that you can reference whenever you create a purchasing document for that item
You can copy an existing long attachment so that you can customize it without having to retype the entire attachment. This feature is particularly useful if you have a lengthy document that you want to modify for different suppliers.
You can indicate who has access to your long attachments. You indicate whether the attachment is for an approver, receiver, buyer, or supplier. Or you can indicate that you want the attachment for internal use only. You can also enter attachments that will be displayed during invoice matching in Accounts Payable. To understand how to enter and review attachments for different usages, see: Managing Attachments.
You can provide brief notes on most of your documents. Unlike attachments, you cannot copy notes from one document to the next. You should provide notes when the attachment contains no more than 240 characters, you do not want to reuse the note on other documents, or you do not want to format the note. Otherwise, you should use attachments to provide additional text for your documents.
You can provide as much text as you want for your documents. You can provide attachments at the header and line level for the following documents:
Requisitions
Standard and Planned Purchase Orders (also shipment level)
Blanket Purchase Agreements
Releases (header and shipment levels)
Contract Purchase Agreements (header level only)
RFQs
Quotations
Receipts (line level only)
Receiving Transactions (line level only)
You can also provide attachments for your items. When you create an attachment, you designate whether you want the attachment to be available to the supplier, receiver, approver, or buyer. Or, you can designate that you want the attachment to appear to anyone who has access to that particular document on-line. To understand how to create attachments for different usages, see: Managing Attachments.