Use these instructions to attach documents in the purchasing module. This will ensure we have permanent backup in our business applications.
When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.
Field Name |
Required (R) or Optional (O) |
Description |
Main Tab |
|
|
Category |
R |
The file type to be attached to this record. Select Miscellaneous or Documents from the List of Values. |
Title |
O |
A free form explanation of the document being attached. |
Description |
O |
A free form explanation of what is being attached. Example: Contract |
Data Type |
R |
Select the type of information you are storing with this record from the List of Values: File - attach a document Long Text - write text Short Text - write text Web Page - link to a Web page Note: Selecting Long Text from the List of Values enables more than 2000 characters of text to be stored. |
Note: A window will automatically appear to upload a file.
Note: A message will appear indicating that your file was uploaded successfully.
Note: A dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.