Overview

 

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.

You can make the document private (visible only by you) and share it with other Users (A1712 - Make a document private - confidential)

 

 

Table of content

Step-By-Step


1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account Name”  e.g.SAP SE

 

 

 


Scroll down to the "Account Detail Documents" related list and click in the button "New" 

 

 

 

 

 

 


1- Verify that the name of your supplier is the right one on the field "Account“

2- Choose the Type  eg."Audit"

3- Fill some content in the description field

4- Click on Save at the end of the pages

 

 

 


Scroll down to the "Files" related list of the Financial Situation you just created and click on the "Upload Files“

 

 

 

 

 



1- Choose a file from your computer and click on the "Open" button

2- The chosen file is uploading

3- Click on the button "Done"

 

 

 

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