Attachments play a critical role in the Procure-to-Pay lifecycle. Whether it’s specifications for approvers, commercial notes for buyers, or documents intended for suppliers, understanding how each attachment category behaves ensures the right people see the right information at the right time.
Why Attachment Categories Matter?
Not all attachments are meant for everyone. Some are internal-only, while others are intended for suppliers or receivers. The attachment category you choose determines:
- Who can see the document?
- Whether it appears in approval notifications?
- Whether it flows into the Purchase Order?
- Whether it is visible to suppliers or receivers?
Key Takeaways
- Only “To Approver” attachments appear in approval notifications.
- Only “To Supplier” and “Miscellaneous” attachments are visible to suppliers.
- “Internal to Requisition” attachments do not flow into the PO.
- Most categories (except Internal) flow into the Purchase Order line attachments.
- Category selection directly controls downstream visibility.