Line Item Attachments

Select the Line Item Attachment icon in the Actions column of the Process Request  or Edit Request pages to attach documents to a specific line item.  These attachments may be specifications, special instructions, logos and graphics, or other information that may be helpful to suppliers and/or approvers.

The Line Item Attachments page is displayed, as shown below:

Three options are available:

• Close - Use to close the page, either before or after attachments are added.

• Delete All - Delete all existing attachments that are currently associated with the line item.

• New - Add a new attachment to the request.

Selecting New opens the New Line Item Attachment  page.

Attachments may be specifications, special instructions, logos, graphics, or other information that may be helpful to suppliers and/or approvers.

To include an attachment, use Browse or Choose File, depending on your browser, to navigate to the location of the local or network file.  

Select the file and click Open.  The full path to the file will display in the window to the left of the Browse/Choose File button.

NOTE:  Filenames cannot include the follow special characters:  forward slash (/), back slash (\), percentage (%), square brackets ([]), ampersand (&), question mark (?), colon (:), greater than (>), less than (<), quotes ("), pipes (|), asterisk (*), pound (#), power of (^).  Maximum individual file size is 80 MB.  File size may impact the uploading and downloading speed.  Slower network connections may result in browser time-out issues which may lead to failed upload/download attempts.

Check the Send to Supplier box to have the attachment sent to the supplier along with the request once it is submitted.  If this box is not checked, the attachment will only be visible to the Approver, if any, and remains with the request.

In the Type your purpose here text box, include comments or instructions relevant to the attachment.  This text box will accept up to 2500 alphanumeric characters.  This is a required field.

Select Save to keep the attachment and comments with the request.  

Cancel discards the adding of the attachment and comments.  User will return to the Attachments page.

If Save is selected, users will return to the Attachments page with file name displayed.

Repeat these steps as needed to add multiple line item attachments.

NOTE:  Attach documents that pertain to the entire request, at the header level rather than the line item level.  To do so, select the Attachments link located near the top of both the View Request and Edit Request pages.

Actions

Icon	Meaning
Edit	Select to modify purpose (comments) and/or whether or not the line item attachment is sent to the supplier.
Delete	Select to remove the line item attachment from the request.

When finished adding line item attachments, click Close to return to the View Request  or Edit Request page, depending on your starting point.

 

POWERED BY PROACTIS