Attaching Terms and Conditions onto Purchase Orders

CJBeattie

Hello Mibuso,

Just a question on document handling and terms and conditions on purchase orders.

I have been looking at document handling, and set up an archive where the terms and conditions sit.

On a purchase order I select the document handling option and create the new file and have it look at the terms and conditions from the archive that I have set up. This brings it up the document. If I switch the drop down to external I would expect when I print that purchase order out, for those terms and conditions to print out with it?

I cant seem to get this to work.

Am i missing something out?

Regards

Craig

AdamRoue

Hi Craig

On the form setup (in the setup menu) have you defined the note type to appear on a purchase order?

CJBeattie

Hi,

Thanks for your reply. Yes on the form setup purchase order tab, it includes Note. Howeverm the document I am trying to attach will either be a file, or more likey a document. Does this matter that it says note?

How do I get another document type to appear on the purchase order other than note? I notice that Note is also in a group called Note??

The terms and conditions will be a standard set to attach on every purchase order.

A set of purchase order statements will also need to be added on. I thought this could be handled via document handling also, to 'pick n mix' the statments you want to add on. There are about 15 statements/buyer comments. At present I am getting around this by having a BOM service item, and exploding it on the PO line and selecting the statements you want to include. Does this seem to be a suitable solution? The only thing is the way it appears on the print out of the purchase order, which I am sure can be modified by development??

Regards

AdamRoue

HI Craig

As standard only one type can be added, where you are going with a pick and mix of statements and T&C's you maybe able to handle this through document handling, and a BOM service item as you are, but to be honest you are much better off having a modification written to attach set statements to vendors, have business terms and conditions and then have the purchase order call on these rather than trying to bend document management to do this.