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.
Assign a Code, a Description and select the type Flowdown Requirement as seen below:
After filling in the subject on the screen below, we are uploading the document we would like to send with Purchasing documents that have products with this requirement.
When Products are added to Purchase Orders or Processing Purchase Orders the required documents will be automatically tied to the document and will output with the Purchase Order. If multiple Products have the same Flowdown, the document will only be included once.
When you are in the line item of a document you can view the associated documents under F5- dC Attachments. In the example below, the system automatically attached the Aerospace Quality Requirements attachment.
