Attaching Customer PO Documents

Customer PO documents can be attached directly to the PO record. 

 To attach a document: 

 

 

 Select the options menu ( ) on the PO line 

 

 

 Choose Upload new Document / Select existing Document 

 

 

 Upload the Customer PO file and select Proceed 

 

 

 The document will appear in the Documents tab and will be hyperlinked on the PO line item.