Attaching a document to a requisition Revised February 2012

Attaching a document to a requisition

1. Create and save requisition

2. Before submitting for approval, you will attach the document. If your document Category

is “To Approver”, you will have to be clicked in the header region of the requisition. The

description field is the best option. Just click in the field-nothing needs to be entered

there.

Attaching a document to a requisition Revised February 2012

3. Click on the paperclip on the toolbar.

a. Click in “Category” Field, then type a percent sign in the find box and click

“Find”. Select “To Approver”, “To Buyer” or “To Supplier”. If you have selected

“To Approver” please do a second attachment “To Buyer” with the same

document. (This allows for the attachment to be archived with the PO).

b. “Title” and “Description” are optional fields. You can leave them blank or you

could put in information such as “Dell quote” or “Project XXX bids”, any

descriptive information to explain what the document is.

Attaching a document to a requisition Revised February 2012

c. Click on the Source tab

d. Click on the LOV for Data Type, select “File” and click in the “File or URL”

Attaching a document to a requisition Revised February 2012

e. Click “Browse” and find the file to be attached. Click “Submit” then X out of the

file upload window. In the Oracle decision box that ask “Has file been uploaded

successfully, click “Yes”.

f. In the lower left corner of the Oracle window, a notice of “Transaction complete”

should appear. X out of the document upload window.

*Note: the requestor will not see the document in the paperclip unless they are clicked in the

“description” field of the requeisiton.

g. Submit for approval.

Attaching a document to a requisition Revised February 2012

Additional notes

If you are attaching aquote, you must still reference the quote number in the

description field.

When attaching a document for the approver’s review that the buyer and/or supplier

would also need to see and/or save, please attach it a second time as a note to buyer

and, if need be, a third time as note to supplier. It’s easy to do, won’t take much time

at all and assures that all documentation is archived together.

For each document, please add a Note To Buyer:

- If attaching competitive bids, please note “Bids Attached”

- If attaching quotes, please note “quote(s) attached”

- If attaching other documents, note those in similar fashion

Once a document is attached to a requisition, it stays there forever. If you ever need to

retrieve the document, follow these steps:

o Access Requisition Summary

o Type in the requisition number

o Click “Lines” in the result area, bottom right corner

o Click “Enter”

o Click anywhere in the appropriate line and the paperclip on the toolbar will

change to include a folded yellow paper in the clip.

o Click on the paperclip