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Overview
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In this section, you will record other type of docuemtns like audit, QHSE, Risk matrix, Supplier code of conduct or other types, related to supplier.
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Table of content
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Step-By-Step
note
Status colour Blue title Step 1
Account Owner you can Create” other document”1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS“Account Name” e.g.SAP SE
Status colour Blue title Step 2
Scroll down to the "Account Detail Documents" related list and click in the button "New Account Detail Document"
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1- Verify that the name of your supplier is the right one on the field "Account“
2- Choose the type Type eg."Audit"
3- Fill some content in the description field
4- Click on Save at the end of the pages
Status colour Blue title Step 4
Scroll down to the "Notes & AttachmentsFiles" related list of the Financial Situation you just created and click on the "Attach FileUpload Files“
Status colour Blue title Step 5
1-
Click Choose a file from your computer and click on the "
Choose a fileOpen" button
, choose the file you want to attach2-
The chosen file is uploading
3- Click on the button "Done"
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Status colour Blue title Step 6
Step 6 Description
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Status colour Blue title Step 8
Step 8 Description
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