You can manage attachments (previously known as documents) for:

• Items in a shopping cart
• Items in a bid invitation or purchase order
• Products in a work item during approval
• Bids at header level

All formats are supported and are downloaded as files from a PC. All attachments are opened in a separate window

In the Shop scenario, users can create attachments for each item in their shopping cart. They can change or delete attachments. However, they can only change attachments if they are Microsoft Word files. If the item is subsequently converted to a local purchase order, users can specify whether or not the attachments are for internal use only.

In the Check Status scenario, users can only display attachments. From there, they can change their shopping cart and once again have the same possibilities as in the Shop scenario.

If users request items from a catalog, then the attachments to the catalog items are copied to the shopping cart. When the URL is filled, a file is downloaded from the URL to the BDS (Business Document Service). This file is then passed to the shopping cart. When users return to the shopping cart from the catalog, the attachment is visible in the item data in the shopping cart.

Users can also create, change, and delete attachments for a limit shopping cart.

Professional purchasers can create and delete attachments for a bid invitation at item, header, and outline level.

Bidders can create and delete attachments for their bid at header level, in response to a published bid invitation.

Professional purchasers can create and delete attachments at header and item level in the purchase order. They can specify whether or the not the attachments are for internal use only.

Managers can create attachments at item level of a requested shopping cart.

They can display attachments in the detail view of the requested shopping cart. They can change these attachments and add the changed version to the requested shopping cart. However, they can only change attachments if they are Microsoft Word files.

They cannot delete the original attachment or specify whether or not attachments are sent to vendors. This ensures that attachments originally derived from a catalog are not lost in the approval process.

You can specify a reviewer in the Approval function of the shopping cart Status application. Reviewers can also create attachments.

Issuing the purchase order by e-mail:

The mail contains the purchase order and all the attachments that belong to it. The purchase order also takes the form of an attachment

Issuing the purchase order by post or dispatch company:

The purchase order contains the name of the attachments at header and item level. You must print the purchase order and the attachments as separate documents and send them together.