Attaching files to a purchase invoice or purchase invoice line

You can attach files to a purchase invoice or a purchase invoice line from Purchase Invoice Entry (PIE), Purchase Invoice Work Queue (PIW) or Purchase Inquiry (POQ) if you are using SunSystems web client.

Note: If you are using a customized form, ensure the field Purchase Invoice Line Number is included to be able to attach or view files to selected purchase invoice lines.
  1. Select Purchase Invoice Entry (PIE) or Purchase Invoice Work Queue (PIW) from the SunSystems menu.
  2. Alternatively select Purchase Inquiry (POQ) from the SunSystems menu and run a purchase invoice control desk filter.
  3. Select an existing purchase invoice or purchase invoice line.
  4. Click Add an attachment.
    The Attachments dialogue is displayed.
  5. Select the InforPurchaseInvoice or InforPurchaseInvoiceLine from the Document Type drop down list.
  6. Drag and drop the file to upload or click Select attachments to browse to the file location.
    Once the files have uploaded the newly uploaded file is displayed in the attachments list.
    The file description defaults to the file name.
  7. To edit the file name, click Description.
  8. Amend the description as required.
  9. To download the file, select the file from the attachments list.
  10. Click the file size in the Download field.
  11. To remove a file, select the file from the attachments list.
  12. Click Remove.
  13. Click OK to save the files and any changes.