Add a document to a package

Add an AVEVA Enterprise Resource Management report or file attachment to a package. Before you add a document to a package, ensure the package is not issued.

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 New Document group, from the New Document dropdown, perform any one of the following:

   • To add an AVEVA Enterprise Resource Management report, perform the following:

     1. Select Add ERM Report. The w011 Add Report Wizard appears.

     2. In the Select the Document to generate page, select the required report, and select Next.

     3. In the Specify Report Parameters page, select the required parameters.

     4. Select Finish.

   • To add a document from a local folder, perform the following:

     5. Select Add from file. The d0317 Add Attachment dialog appears.

     6. Select Insert. The Open dialog appears.

     7. Navigate to the location of the document, select the document, and select Open.

     8. Select Save.

   The document is added to the package and appears in the Documents grid.