Question
I would like to make sure that when I load different documents, they can be aligned to different parts, buyers, suppliers, PO lines, or shipments. Can you show me how?
Answer
The documents you can load are based on your role as either a buyer or supplier:
- Buyers Can Attach Documents to - Suppliers | PO | PO Lines | Items
- Suppliers Can Attach Documents to - Customers (Buyers) | PO | PO Lines | Items | Shipments
1) Click the checkboxes next to the attachments you would like to share
2) Click the Actions dropdown
3) Select Attach (note, what you can attach it to changes based on whether you are a buyer or supplier)
4) Select one of the five options on how you would like to attach the selected attachments
A) Customer / Buyer
- Select Customer(s) - Select one or multiple suppliers to share with
- Expiration Date - Set a date for the attachment to expire
- Attach - Click the Attach button
B) PO
- Select Purchase Order(s) - Select one or multiple POs to attach to
- Attach - Click the Attach button
C) PO Line
- Select PO Line(s) - Select one or multiple PO lines to attach to
- Attach - Click the Attach button
D) Item
- Select Item(s) - Select one or multiple items to attach to
- Expiration Date - Set a date for the attachment to expire
- Attach - Click the Attach button
Once an item has an attachment associated with it, every time that item syncs into SourceDay on an order, SourceDocs will automatically attach that document to the item.
E) Shipments
- Select Shipment(s) - Select one or multiple shipments to attach to
- Expiration Date - Set a date for the attachment to expire
- Attach - Click the Attach button
Keep Learning
- Learning Path - Understanding SourceDocs and How They Work for Buyers and Suppliers
- PO - SourceDocs - How to Detach Documents