Opening or Saving Attachments
There may be many occasions when you want to attach files to a particular purchasing document. This provides the facility to keep all related paperwork together and also enables other users to view the related files.
Attachments can be added to requisitions, purchase orders, goods received notes (GRNs), and invoices. The type of attachment added may vary based on the document, but typical examples include quotes, photos, diagrams, catalogues, GRNs, invoices, etc. Any file type can be added as an attachment.
All attachments can be opened for viewing or saved for future reference (it is only necessary to save if you need a copy stored locally rather than on the server).
Open the document containing the attachment, such as the requisition.
- Hover over the Attachment icon at the top of the document until any attachment names are displayed.
- Select the required attachment name then either open or save, as shown in the following graphic.
