Supporting Document Dialog Box in Purchasing
Use this dialog box to upload, associate, and view supporting documents with line items for purchase requisitions, requests for price quotes, purchase orders, and receipt of purchase order items in the Purchasing application.
This dialog box also displays in the Create Voucher from PO application and allows you to view, upload, and associate supporting documents for purchase order line items when you create an accounts payable voucher from a purchase order.
Examples of documents that you may want to upload and associate with purchasing items are packing slips, bill of lading, vendor bids, equipment specifications, and images of invoices or equipment.
This dialog box displays all of the documents that you upload for all of the different line items that make up a purchasing transaction. Only the documents with the Select check box selected are actually associated with the specific line item for which you opened the dialog box. Uploading and associating are two separate actions.
The Supporting Document dialog box displays only if Vision has been configured to allow you to upload supporting documents. See your system administrator if it has not been configured. The Deltek Vision Advanced Technical Installation Guide provides a system administrator with the instructions on how to enable FILESTREAM (a Microsoft SQL Server feature) that allows you to store the uploaded documents for Vision transactions.
Location
To display the Supporting Document dialog box in Purchasing, complete the following steps:
- From the Vision Navigation menu, click Purchasing.
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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. This dialog box also displays in Document field in the Open to Voucher grid on the Vendor Review tab.
when you click the icon in the