Process - Attachments in the Supplier File Module (R12)

Use these instructions to instructions to attach W-9 or W-8BEN Forms and any other documents in the supplier file module. This will ensure we have permanent backup in our business applications.

Prerequisites

  1. You must have one of the following responsibilities to attach documentation in the supplier file module:
  2. The supplier record must exist.

To Attach Backup Documentation in the Supplier File Module

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.

  1. Navigate to the supplier record to which you want to attach your document.
  2. Click on the Organization tab.
  3. Click on the Add Attachments button (you can also hover over the Add Attachments button):

    Field Name

    Required (R) or Optional (O)

    Description

    Main Tab

     

     

    Title

    O

    A free form explanation of the document being attached.

    Description

    O

    A free form explanation of what is being attached.

    Example: W-9 Form

    Category

    R

    The file type to be attached to this record. Select from the List of Values:

     

    • From Supplier
    • RF Supplier W9
    • Miscellaneous
    • To Buyer
    • To Receiver
    • To Supplier

    Data Type

    R

    Select the type of information you are storing with this record from the List of Values:

     

    • File - attach a document
    • URL - link a web page
    • Text - write a text
  4. To attach a file:
    1. Select File in the Define Attachment field.

    Note: A window will automatically appear to upload a file.

    1. Click Browse and locate the file you want to upload.
    2. Click Apply.

    Note: A confirmation message will appear indicating that your file was uploaded successfully.

  5. To add a note:
    1. Select Text in the Define Attachment field.
    2. Click in the box that appears and type in your note.
    3. Select Apply.

    Note: A confirmation message will appear indicating that your file was uploaded successfully.

  6. To add an URL:
    1. Select URL in the Define Attachment field.
    2. Type in the URL for the web page.
    3. Select Apply.

    Note: A confirmation message will appear indicating that your file was uploaded successfully.

  7. Select Save.

    Note: A dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.