The Document Flowdown feature in The Business Edge enables you to assign documents to Products that will be attached to Purchase Orders and Processing Purchase Orders automatically.
Step 1: Setup Document Groups defined as Document Flowdown groups.
In the Document Group Menu, the first menu item is where you will set up the Document Groups.
Each group represents a set of requirements for your Vendor.
In this example any product that begins with the prefixes below will automatically have the Document defined as A1 – Aerospace Quality Requirements attached to the PO.
If you would like to assign a flowdown to and individual Product you can do so in Enter & Edit Products.
Click on Kits and Specifications on the right-hand side and then select F4 - Product Drawing Groups where you can add a new line.
Entering or Clicking on the attachment enables you to change when it will be attached – Print, Fax, E-mail or Adobe.
You can also click on Delete to remove it from this particular document.
The Document Group Inquiry will provide a Summary of how many Parts have a particular group assigned to it as well as give you the ability to view the Products with F2- Related Items
