Installation

• Navigate to Apps.
• Search with keyword viin_document_purchase.
• Press Install.

Instruction

1. Sample data

After installing module to_stock_asset_equipment, the system will automatically generate the following sample data.

• Team/Group: Purchasing team is automatically created to configure the document access rights for a group of users who do not have purchase permission. However, they can view the purchase management-related documents, for example, storekeepers can read the documents attached to the purchase order.

• Tag: All files and URL links in Documents Management App can be classified and organized by tags and tag types.

• Folder: A Purchase folder is automatically created to hold the purchase order-related attached documents.

• Actions for a workspace: An auto pre-configured transferring rule is used for the purchasing operation with the default access rights.
• Note: You can create other workspaces by yourself.

2. Execution

Step 1: Upload the documents to the system.

• Go to Purchase app > Purchase Order, press the purchase order you want to attach some documents, for example, the supplier contract. In the chatter area, click the Attachment symbol and press Add attachments button to upload the documents with diverse formats (image, PDF, docs, etc.).
• References: Upload documents from the chatter section of other apps.

Step 2: Check the attached documents on the system.

Go to Documents Management app, choose the Purchase folder, you will see the pre-attached documents in here. Otherwise, you can actively configure document approval if you need ask someone to review and approve them.