Connect Documents To Tender
Explanation
Use this activity to connect tender documents. Once a
tender document is created, it should be connected to the contract.
Depending on the requirements, tender documents can be connected in the
Sales
Contract window or
Sales Contract/Customers
tab.
Prerequisites
- IFS/Document Management must exist.
- A contract must exist.
- A tender document must exist.
System Effects
A tender document will be connected to the contract.
Window
Sales
Contract
Sales Contracts
Document Revision
Related Window Descriptions
Sales Contract
Sales Contract/Customer
Sales Contracts
Document Revision
Procedure
Connect a document that already exists in Document
Management:
- Open the
Sales Contract window or
Sales Contracts window and search for the
Sales Contract No to which the tender document should be connected.
- Click the Attachments tab in the
context pane.
- Click the Documents link.
- Right-click anywhere in the lower window and click
Attach.
- Populate or search in the resulting Attach
Document dialog box.
- Select the rows for one or more of the documents
and click OK.
- Click OK on the message that appears. The
connected documents will be visible in the lower window.
Create a new document and connect it to the contract:
- Open the
Sales Contract window or
Sales Contracts window and search for the
Sales Contract No to which the tender document should be connected..
- Click the Attachments tab in the
context pane.
- Click the Documents link.
- Right-click anywhere in the lower window and click
New.
Alternatively,
drag and drop the file(s) to Attachments.
- Based on the default value entered for
ATTACH_CREATE_NEW_FORM in Document
Basic/Document Default Values form, either Create New Document
dialog or Create Documents dialog or Create Document Assistant
will be opened.
- Enter a value in the Document Class field
using the List of Values. Once this value is entered, values for Sheet,
Revision and Number Generator are automatically retrieved from
basic data and displayed in those fields. Click Advanced to view
these values. These values except the one for the Number Generator
field can be changed in this dialog box.
- Enter a title for your document in the Title
field or click Browse beside the File Path field to select a
document and obtain its title in the Title field.
- Enter a value in the Document Number field
depending upon the value inserted into the Number Generator field. If
the Number Generator field value is Advanced, you may also
enter values in the Booking List and Number Counter fields.
- The default revision is automatically inserted
into the Revision field. This value can be changed. A value is
required in this field.
- If you select the Structure check box, this
document becomes a structure document. If you do not select the Structure
check box, this document is not a structure document and the document can
have multiple sheets.
- Enter values for the Language Code and
Format fields, as necessary.
- Click Create or Create and Edit as
required.