Attachments and Email Capability

Suppliers can view, upload, and delete attachments in PeopleSoft Engineering. Following is a summary of the functionality and what you must know before starting to use attachments:

• Using links, suppliers can view attachments for BOMs at both the header and component level.

  Suppliers can't, however, add or delete attachments to BOMs.

• Using links, suppliers can view attachments for ECOs at both the header and item level.

  Suppliers can add attachments for ECOs (if you grant them add ECO attachment privileges on the BOM Access by Supplier page). The system adds the attachment to the file server and creates an attachment row. The supplier can only change the description. While in the same session, suppliers can, prior to saving, delete any ECO attachments that they've added. This is because suppliers do not "own" the ECO, thus preventing suppliers from deleting attachments added internally.

• Using links, suppliers can view attachments for ECRs at both the header and item level.

  Suppliers can also add attachments for ECRs (if you grant them add ECR attachment privileges on the BOM Access by Supplier page). Unlike for ECOs, suppliers can delete attachment rows that are added in the same session, as well as delete existing rows (allowed because the supplier "owns" the ECR).

• In cases where suppliers are allowed to delete attachments (such as ECRs), they are actually deleting attachment rows only from the page; the file itself isn't deleted from the file server.

  This helps prevent suppliers from deleting files (by file name) that you own.

• As is the case for all PeopleSoft applications, in PeopleSoft Engineering, file extensions of documents uploaded by suppliers must be already defined within general options.

  For each ECR or ECO attachment format that you accept from suppliers, you must define an extension on the File Locations page in the Define General Options navigation.

  Note:

  File extensions are case-sensitive on the File Locations page. Therefore, you may need to define both .DOC and .doc extensions on the File Locations page to accept uppercase and lowercase attachments from suppliers.

• You can maintain the ATTACHMENT URL identifier by using the URL Maintenance page in PeopleTools.

  You must set up this URL to point to the File Transfer Protocol (FTP) location where you'll store secured supplier attachments. Define this URL to point to the same location as attachments defined in file locations and file executables, because PeopleSoft Manufacturing and PeopleSoft Engineering ECR or ECO or BOM attachments must point to the same location to share the same documents. If, for security reasons, you do not want to do this, then you can store attachments in a separate location. If PeopleSoft Manufacturing and PeopleSoft Engineering ECOs or ECRs or BOMs must share attachments, then you must replicate files (outside of the PeopleSoft system) in both locations.

  Note:

  In setting up the ATTACHMENT URL identifier, the URL string syntax must be defined as an FTP location. In contrast, "file attachments" doesn't utilize FTP.