Issue a package

After you add documents to a package, you can issue the package to save the content of the package in a ZIP file. If all the documents in a package are PDF files, you can issue the package to save a combined PDF file of the documents. The ZIP and PDF files are located in the Root folder in the s00041 Folders screen.

You cannot add and refresh documents in a package after you issue the package. To add a document to an issued package, create a revision of the package. To create a revision, see Create a revision of a package.

Prerequisites

Before you begin, complete the following:

• Ensure the concept related to the package is issued.

• Ensure you have the Can Approve or Full Access UI rights. For more information on how to define UI access rights, see Assign UI rights to a user role.

• To delete an issued package, ensure you have the Can Delete Requisition Package or Full Access UI rights.

To issue a 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 technical material requisition ID.

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

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

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

5. In the Packages grid, select a row.

6. On the s50051 menu, in the Workflow group, from the Workflow dropdown, select Issue.

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

   The package is issued.