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Administrator Guide
Last Updated: 2023-06-23
Define Attachment Categories for Procurement Documents

Define Attachment Categories for Procurement Documents

Security:
Set Up: Spend Attachment Categories
 domain in the Procurement functional area.
You can define attachment categories to specify on document attachments in requisitions and purchase orders. Attachment categories enable you to easily identify the purpose of an attachment. You can also define business process condition rules to route procurement documents for approval based on attachment categories.
  1. Access the
    Maintain Spend Attachment Categories
     task.
  2. As you complete the task, consider:
    Option Description
    Attachment Category Active
    An attachment category marked as inactive will display as inactive on the business document. A validation message enables you to update the value to an active attachment category on all editable pages.
    Attachment Category Usage
    You can't delete an attachment category once it is in use.
  • Secure attachments based on the attachment categories to allow users to access only certain types of attachments on procurement documents.
  • Route procurement documents for approval based on the attached document types.
  • Configure validations to enforce requirements for document attachments.
  • Select attachment categories when you add attachments to your procurement documents.