Create a package

A package contains attachments, hyperlinks, reports, and documents related to a concept. You can create a package for three concepts: Technical Material Requisition (TMR), Request for Quote (RFQ), and Purchase Order (PO). When you create a package, the documents in a concept including concept reports such as TMR report, RFQ report, or PO report are copied to the package. When the concept is updated, the existing concept report is deleted and the updated concept report is added to the package.

1. Navigate to the s50051 Document and Attachment Package screen.

2. In the Concept control block, from the Concept dropdown, select a concept.

3. Based on the selected concept, from the Id dropdown, perform one of the following:

   • If the selected concept is TMR, select the required TMR ID.

   • If the selected concept is RFQ, select the required RFQ ID.

   • If the selected concept is PO, select the required PO ID.

4. To refresh the screen, select the F5 key.

5. On the Home menu, in the Record group, select Create.

   In the Packages grid, a row is created.

6. Select the General tab, in the Package Revision field, enter the revision number of the package.

7. On Home menu, in the Record group, select Save.

   The package is created.