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:

1. Open the Sales Contract window or Sales Contracts window and search for the Sales Contract No to which the tender document should be connected.
2. Click the Attachments tab in the context pane.
3. Click the Documents link.
4. Right-click anywhere in the lower window and click Attach.
5. Populate or search in the resulting Attach Document dialog box.    
6. Select the rows for one or more of the documents and click OK.
7. 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:

1. Open the Sales Contract window or Sales Contracts window and search for the Sales Contract No to which the tender document should be connected..
2. Click the Attachments tab in the context pane.
3. Click the Documents link.
4. Right-click anywhere in the lower window and click New. Alternatively, drag and drop the file(s) to Attachments.
5. 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.
6. 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.
7. 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.
8. 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.
9. The default revision is automatically inserted into the Revision field. This value can be changed. A value is required in this field. 
10. 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. 
11. Enter values for the Language Code and Format fields, as necessary.
12. Click Create or Create and Edit as required.