Manage Attachments on Order Lines

Attach details to an order line, such as a file, URL, or text.

For example, attach a document file that includes requirements for manufacturing, text that describes how to negotiate a price, or a URL to a web page that describes how to assemble an item.

Order Management.

• Can accept an attachment as part of a source order.

• Can't accept an attachment from a fulfillment system.

• Can't send an attachment to a source system.

Manage an attachment for an order line.

1. On the Overview page, click Tasks > Create Order.

2. On the Create Order page, add a value in the Customer attribute.

3. In the Order Lines area, search for an item, then click Add.

4. In the Amount column, click the down arrow, then click Manage Attachments.

5. In the Manage Attachments dialog, click Manage Attachments.

6. In the Attachments dialog, attach your details, then click OK.

7. In the Item column, notice that Order Management displays a paper clip you can click to view your attachment.