Attaching documents

  1. In Financials and Supply Management, navigate to a list or form record, for example, Purchase Order.
  2. Select the Related Information section, and click the paper clip.
  3. Select a file to upload.
  4. Specify this information:
    Context
    Select the context of the document.
    Document Type
    Select the document type. A document type represents an actual system object, for example, Invoice, Customer Order, Purchase Order.
    Note: For information about business context messages and for a list of context and document types for each record, see Enabled business classes in Context Applications.
  5. Click Upload.