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Attachments to purchase orders after the purchase order is approved

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Is there a way to attach any file type to a purchase order that is already approved (went through change management).

  • Suggested answer
    vinitgoyal2005 Profile Picture
    vinitgoyal2005 6,330 on at
    RE: Attachments to purchase orders after the purchase order is approved

    Hi Beth,

    Did you try with 7757 , Purchase order lines and ticking the checkbox for always enabled? I tried in my Dev and it works with change management on. I can attach documents/notes for approved/Confimred POs.

  • Beth Zapadka Profile Picture
    Beth Zapadka 190 on at
    RE: Attachments to purchase orders after the purchase order is approved

    Thank you, Vinit. I tested this but couldn't find the table that works for attachments to Purchase Order headers VS lines. Would you know the relevant table, or if there is a reason why it wouldn't be an option?  I will continue my testing on Monday otherwise.

    Thanks again!

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 12,746 on at
    RE: Attachments to purchase orders after the purchase order is approved

    Hi Jaco,

    There is a systemetic control in the system not to allow PO creator to attach document once PO is approved to maintain files integrity so that when a Payable officer receive that PO to post invoice so he should find the same document attached to PO that was reviewed and approved from approvers.

    Can you please tell me why do you want to override that control?

  • Suggested answer
    vinitgoyal2005 Profile Picture
    vinitgoyal2005 6,330 on at
    RE: Attachments to purchase orders after the purchase order is approved

    Hey Beth,

    You can use Organizational Administration --> Document Management --> Active Document Tables and add records for purchase orders.

    That allows adding/editing attachment always.

    pastedimage1598041149715v1.png

  • Beth Zapadka Profile Picture
    Beth Zapadka 190 on at
    RE: Attachments to purchase orders after the purchase order is approved

    Hi there, I have this issue right now and just wondering whether you found a solution.  (Our re-approval rules haven't been working very smoothly so hesitant to go in that direction.)

    Thanks!

  • Jaco Profile Picture
    Jaco on at
    RE: Attachments to purchase orders after the purchase order is approved

    Hi Mattguo,

    Do you maybe know which field available in the re approval rules will it be ?

    Thank you.

  • Jaco Profile Picture
    Jaco on at
    RE: Attachments to purchase orders after the purchase order is approved

    Thank you for the reply.

    Is it under Organizational Administration --> Document Management --> Active Document Tables ?

    And do you know which table would it be ?

    How do you specify a table to accept attachments even after posting ?

    TIA.

  • MATTGUO Profile Picture
    MATTGUO 22,306 on at
    RE: Attachments to purchase orders after the purchase order is approved

    Hi Jaco,

    If you use "Reapproval rule for purchase orders" and just choose the basic rules( I don't figure out which specific rule it is ) in procurement policy, you will not need to reapprove after you request change,upload attachments and submit it.

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: Attachments to purchase orders after the purchase order is approved

    I think this should be allowed if you have specified the table to accept the attachments even after posting.

    Have you seen and tried the document handling setup where it allows you to specify tables

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