What This Process Does

  • This process allows the user to query documents that have been attached to Purchase Order Masters in the Purchase Order module.


Requirements

  • Level 3 of the Archive Module (F.A.S.T.) - required for attach document features.


Query Documents

  1. Procurement → Purchase Orders → Query → Documents
  2. Populate the necessary fields to select the desired records. Once fields are populated, click Select (Process wheel).
  3. A list of documents that have been attached to Purchase Order Masters will show in a browse screen.
  4. Highlight one of the documents and click the Select button to see more information regarding this document.
  5. Click Cancel (x button).


FIELDSOpt.Rec.Req.Description
Range CriteriaRange accordingly if necessary
Opt. = Optional  Rec. = Recommended  Req. = Required