2 Replies Latest reply on Jun 20, 2016 6:50 AM by Shamayil

    Cannot View attachments when a PO is in process

    Shamayil

      A standard purchase order is entered and user has attached a few documents. now the PO has been submitted for approval. the PO approver cannot view the documents attached in the PO prior to approving the PO. why is this happening. when the PO status is in process the approver cannot view the attachments in the PO. We need the approver to be able to see attachments when the PO status is in process.

        • 1. Re: Cannot View attachments when a PO is in process
          anasazii

          They should still be able to access the attachments from the PO Summary screen...if not here are 2 other things to try.

           

          1.) Have the approver open the notification for the PO. 

          There should be some links at the bottom of the notification (be it the email or the notification from their Worklist in Apps).

          Click on the View Document Details link.

          This will take them to the PO and the attachments should show at the bottom of the page under the Attachments section.

          *This only works for Header level attachments*

           

          2.)If they click the Open Document link and have proper access to the PO form, this will take them directly to the PO form and you can access the attachments at any level

          Janel

          • 2. Re: Cannot View attachments when a PO is in process
            Shamayil

            Hi,

             

            Thank you for the update. Yes agree with the options you have given. additionally I learned from a SR that if you update the document type as To Approver. this will allow the user to access the document from PO summary form. where as if the type is Document you can access it only from the PO form.

             

            Kind regards,

            Shamayil