In this topic you will learn how to Attach a Document to a Requisitions, RFQ or Purchase Order.
NOTE: For demonstration purposes the exercise outlines how to attach a document to a requisition. The procedure is the same when attaching a document to a RFQ or PO.
NOTE: Although PeopleSoft allows you to attach a document to a specific Requisition, RFQ or PO, the document will not print when the Requisition, RFQ or PO is dispatched or printed. You must print the attachment separately if you wish to attach it to a hard copy of your document.
From the Requisition Header, RFQ Header or PO Header page:
Enter the file name with the directory in the blank field, or click the Browse button to search your file directories for the file.
Click the Delete button to delete the attachment.
NOTE: Additional documents can be attached by adding a new comment box and repeating steps 3 through 5.
The file name displays in the space to the right of the word Attachment.
The View and Delete buttons activate once the document is attached.
If you click the View button, a new window will open and you can view the document. No changes can be made to the attachment within PeopleSoft. If changes need to made to the document, make sure you do so before attaching the document to a Requisition, RFQ or PO.
This completes Attach a Document to a Requisition, RFQ or Purchase Order.