Add Documents to Order Quotation
Explanation
This activity is used by the contractor to add documents to an existing
order quotation using the Business-to-Business interface.
Prerequisites
To perform this activity, the order quotation must exist.
System Effects
As a result of this activity, documents are attached to the quotation.
Page
N/A
Related Page Descriptions
Reply on Work Order Tender
Portlet
Work Order Tender
Connected Documents
Add Documents
Procedure
- Click on the WO No link on the Reply on Work Order Tenders
portlet. The Work Order
Tender page is opened.
- Click on the Quotation Documents link on the
header of the page. The Connected Documents page is opened.
- Click on the Add Documents icon. The Add Documents
dialog box is opened.
- Click Add File and select the document that you need to connect
to the order quotation. Repeat if necessary to add more documents.
- To modify the document class of a single document, use the List of
Values to select a value in the Document Class field.
- To modify the document class for multiple documents, select the rows, select a document class to
be used for the document in the list above the table, and click Apply.
- Optionally, fill in the fields with document information.
- Click OK.