Setting the rules for mandatory attachments

  1. Select Customer Profiles > Edit. The Customer Profiles setup page is displayed.
  2. Click Setup corresponding to the Enable Attachment Types field. The Attachment Types page is displayed.
  3. Click Set Rules. The Mandatory Rule page is displayed.
  4. Specify this information:
    Business Document
    The type of business document.
    Attachment Type
    The type of attachment.
    Rule
    The type of rule set for mandatory file attachments. Possible value:
    • Country specific: The list of countries for which the file attachment is mandatory.
    • Import: The list of countries for which the ship-to country is different from ship-from country.
    • Specified Import: The list of specific countries for which the ship-to country is different from ship-from country.
    • Part Groups: The list of part groups for which the file attachment is mandatory.
    Rule Name
    The name of the rule.
  5. Move the countries from the available country list to the selected country list.
    Note: The supplier country list is displayed instead of ship from countries if the business document type is set to Proposed PO Header.
  6. Move the part groups from the available part list to the selected part group list.
    Note: The part group list is displayed only when the business document type is set to Proposed Purchase Order Line, Invoice Line, DPO Line or ASN Line.
  7. Click Save.