You display the Supporting Document dialog box in Purchasing.
If you use the
Vantagepoint on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the
Supporting Documents and Files online help topic.
-
On the Navigation menu, click
Purchasing.
-
Select any of the following from the Purchasing menu:
Option | Description |
---|
Purchase Requisitions
|
On the General tab of the Purchase Requisition form, click
or
in the
Document field in the Item grid.
|
---|
Request for Price Quote
|
On the General tab of the Request for Price Quote form, click
or
in the
Document field in the Item grid or the Suggested Vendors grid.
|
---|
Purchase Orders |
On the Line Items tab of the Purchase Orders form, click
or
in the
Document field in the Line Items grid.
|
---|
Receiving |
On the Purchase Order Receivings form, click
or
in the
Document field in the Line Items grid. |
---|
After you associate an uploaded document with a purchasing line item, the
icon with the blue arrow in
Document field of the purchasing line item grid is replaced with the
icon with the green check mark to indicate that the line item has an associated document.
This dialog box also displays in
when you click the icon in the
Document field in the Open to Voucher grid on the Vendor Review tab.