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Author's profile photo Parul Kapur

FAQs About Adding Attachments in Purchase Order Output

Why is my purchase order item attachment not available in the purchase order output?

There could be several reasons why your attachment is not visible in purchase order output. Follow the below steps to check and troubleshoot:

  1. Check if all the necessary configurations are done. Refer the prerequisites section in below topics for more details:

          Manage Purchase Orders App: How to include item attachments in purchase order output using the app Manage Purchase Orders?

          Create Purchase Order – Advanced: How to include item attachments in purchase order output using the app Create Purchase Order – Advanced?

  1. If the prerequisites are fulfilled, you should be able to see attachments in the purchase order output. Still If you are not able to see the attachments in the purchase order output, then refer the below table for more details:

 

App Case Behavior Solution
Create Purchase Order – Advanced Case 1: When workflows are not activated from the app Manage Workflows for Purchase Orders, and while creating or editing a purchase order you add attachments in the purchase order items. Refer the topic How to Configure the Flexible Workflow for Purchase Orders to know how workflows are activated for purchase orders. In this case, the purchase order item attachments will not be added to the purchase order output in the same user session. Item attachments will be sent in the purchase order output in the next user session. A user session is defined as a session when a user edits a purchase order and releases it.

·       Solution 1: Generate manual output, refer the topic How to generate manual purchase order outputs using the app Create Purchase Order – Advanced? for more details.

·       Solution 2: Use the app Manage Purchase Orders to add and send purchase order item level attachments in the purchase order output. How to include item attachments in purchase order output using the app Manage Purchase Orders?

Create Purchase Order – Advanced and Manage Purchase Orders App Case 2: When workflows are activated from the app Manage Workflows for Purchase Orders, and while editing a purchase order you add attachments in the purchase order items, and no workflow restart relevant fields are updated. Refer the topic How to Configure the Flexible Workflow for Purchase Orders to know how workflows are activated for purchase orders. In this case, the purchase order item attachments will not be added to the purchase order output in the same user session. Item attachments will be sent in the purchase order output in the next user session when value for a workflow relevant field is changed. A user session is defined as a session when a user edits a purchase order and releases it.

Generate manual output, refer the topics for more details:

·       How to generate manual purchase order outputs using the app Create Purchase Order – Advanced?

·       How to generate manual purchase order outputs using the app Manage Purchase Orders?

 

Why I am not able to delete purchase order item attachments?

You cannot delete purchase order item attachments once the purchase order output is generated and sent to the supplier. You can only delete them before the purchase order output is generated.

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      2 Comments
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      Author's profile photo Lew Dawro
      Lew Dawro

      Hi Parul,

      I really enjoyed this blog. This is so chock full of useful information I cannot wait to explore.

      I have a question.  Is it possible to copy the attachments into the email, so they are sent out.?

      Author's profile photo Rishab Chandra kumar
      Rishab Chandra kumar

      Hi Lew,

       

      For sending Purchase Order Line Item attachments through email, Kindly enable email channel in the SSCUI which is a pre-requisite. Kindly refer to the blog above for detailed steps.

       

      Thanks,

      Rishab