Add or Edit Attachments to POs, Requisitions, and Vouchers

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If a PO has an existing attachment on it, you will see the Attachments icon next to the History icon.

• Open the requisition, PO, or voucher you need to add an attachment to.
• Click Attach.
• Choose the type of attachment: a Note, Quote, Invoice/Other File, or an Alert/Reminder

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TO ADD A NOTE:

• Click Note in the Attach menu.
• Enter the notes in the blank area, then click Close & Save.

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TO ADD A QUOTE:

• Click Quote from the Attach menu.

• Enter the Vendor’s information for the quote in the space provided. Click the question mark to search for a vendor.

• Indicate if the quote was accepted or rejected.
• Add any notes.
• Click Attach File to search for and attach a file. The file can be in any format however it must be LESS THAN 1mb in size.
  • You can delete the attached note at any time by clicking on Delete Attachment.
• Click Save & Close when finished.

Notes:

1. You can add an unlimited number of quotes to POs/Requisitions and Vouchers.
2. Quotes are stored with the PO indefinitely.

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TO ATTACH AN INVOICE or OTHER FILE:

• Click Invoice/Other File on the Attach menu.

• Browse for the file by clicking the three dots, or type in the path of the file.
  • Enter a note or description for the file.
• Click Attach.
  • Downloading large attachments might not go through. Keep attachments less than 5-7mb in size.