Define document handling in the Supplier Portal

Define the attachment type and visibility of a document related to a Request for Quote (RFQ) process in the Supplier Portal.

1. Navigate to the s50058 RFQ Process screen.

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

3. In the RFQ Process grid, select a row.

4. Select anywhere in the Portal Attachment Upload Handling grid.

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

   In the Portal Attachment Upload Handling grid, a blank row is created.

6. Select the General tab and perform the following:

   • From the Attachment Type dropdown, select the ID of an attachment type to use when you upload a document to the Supplier Portal using the selected RFQ process.

   • From the Visibility dropdown, select the phase when the attachment uploaded to the Supplier Portal is downloaded to the RFQ follow-up function.

     Note: To define multiple visibility settings for the different attachment types of an RFQ process, repeat steps 3–5.

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

   The document handling criteria is defined for the selected RFQ process.