Connect Documents To Tender

Explanation

Use this activity to connect tender documents. Once a tender document is created, it should be connected to the contract.
Depending on the requirements, tender documents can be connected in the Sales Contract window or Sales Contract/Customers tab.

Prerequisites

• IFS/Document Management must exist.
• A contract must exist.
• A tender document must exist.

System Effects

A tender document will be connected to the contract.

Window

Sales Contract
Sales Contracts

Related Window Descriptions

Sales Contract
Sales Contract/Customer
Sales Contracts

Procedure

1. Open the Sales Contract window or Sales Contracts window and search for the Contract No to which the tender should be connected.
2. Click Attachments.
   Note: If you open the Attachments from the Sales Contract/Customer tab, and if any documents have been previously connected, they will be displayed.
3. Create a new record.
4. Enter a document class or select a value from the List of Values. The description appears automatically.
5. Enter a document number or select a value from the List of values. The title appears automatically.
6. Enter values in the Document Sheet and Document Revision fields or select from the List of values.
7. If necessary, enter an association category or select a value from the List of Values.
8. Close the dialog box. A message appears inquiring whether you want to save.
9. Click Save to connect the document.