Manage attachments on a purchase requisition
You can attach related documents, such as a quote, to a purchase requisition, and then view, download, or delete the attachments. Attaching documents that are related to a purchase requisition can be useful for an approver and accounts payable department because the documents include additional information.
Add an attachment
You can add one or more attachments to a purchase requisition.
To add an attachment
Select Finance and Purchasing > Purchase Requisitions.
The Purchase Requisitions page opens.
Select the purchase requisition that you want to add an attachment to.
The Purchase Requisition page opens.
On the Attachments tab, select Click to upload a file or drag it here. On a mobile device, select Tap to upload a file.
Browse to the file that you want to attach, and then select Open.
(Optional) In Description, specify a description of the attachment, for example, Quote.
Select Add.
The attachment appears as a row that displays the file name and file type.
View an attachment
You can view an attachment that is added to a purchase requisition.
To view an attachment
Select Finance and Purchasing > Purchase Requisitions.
The Purchase Requisitions page opens.
Select the purchase requisition for which you want to view an attachment.
The Purchase Requisition page opens.
On the Attachments tab, select the row for the attachment that you want to view.
The View, Download, and Delete actions appear.
Select View.
A preview of the file opens in a dialog box, where you can also select Delete or Download.
Download an attachment
You can download an attachment that is added to a purchase requisition.
To download an attachment
Select Finance and Purchasing > Purchase Requisitions.
The Purchase Requisitions page opens.
Select the purchase requisition for which you want to download an attachment.
The Purchase Requisition page opens.
On the Attachments tab, select the row for the attachment that you want to download.
The View, Download, and Delete actions appear.
Select Download.
Delete an attachment
You can delete an attachment that is added to a purchase requisition.
To delete an attachment
Select Finance and Purchasing > Purchase Requisitions.
The Purchase Requisitions page opens.
Select the purchase requisition for which you want to delete an attachment.
The Purchase Requisition page opens.
On the Attachments tab, select the row for the attachment that you want to delete.
The View, Download, and Delete actions appear.
Select Delete.
The Delete Attachment dialog box opens.
Select Delete to confirm, or select Cancel to keep the attachment.
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