Attaching paperwork to requisitions

Has anyone developed a way to attach quotes or other paperwork to a requisition in RQC? Currently we have the requisitioner email the paperwork to the buyer and then the buyer saves it to sharepoint and attaches the URL to the po. This is very clunky.

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kim-gonzalez

We utilize SharePoint at this time also. Thanks for asking the question.

yvonne-grondin

We utilize OnBase. Through RQC the attachment is selected and using OnBase the attachements are sent to a centralized email box within Purchasing.

unknown

Also using OnBase by Hyland as an ECM tool. Have customized some screens in Lawson to add an "Attachments" button: in RQC, in RQCInquire and also in PO20 and PO64. Caveat: Customizing any Lawson screen in this way adds ongoing maintenance when S3 applications are updated, but the OnBase "button" for attachments is a great user tool.

unknown

Thank you all for your responses

Query - Query1.txt

unknown

We upload a variety of document types to RQC. We created virtual document servers secured by AD, then modified RQC to reference those virtual document servers. We have one from development, Q&A and production.

unknown

We use MHC to attach all bids & supporting docs to requisitions in RQC

unknown

We use AVAAP's Attach It program on RQC, RQ10, PO20, PO30 and Finance uses it to attach their upload sheets for JEs at month end. It's a program that makes it similar to attaching files to an email.

We upgraded from v9 to v10 with it.

unknown

I know this is an old topic but I will like to find out how some of you utilize OnBase on attaching document to a REQ. Can you change the RQC config file to put an ATTACHMENT button out in the RQC shopping screen that the requester can click on and attach a supporting document to that REQ from onbase? We are looking into this right now and what we came up with is the requester will have to send a link from onbase to an email and then copy that hyperlink into the REQ comment area. This is not an easy task for the requester and would like to find a better solution. Any information will be helpful. Thanks in advance.

We are on Lawson Version 10.0.8.

kcalliari

We started using OnBase last year to attach quotes and other documents in RQC. Basically, OnBase provided the URL's and our consultant from AVAAP developed buttons for RQC -- at the Header, Line and Comment areas; Attach and View. Added the same buttons in RQ44, RQ10, PO23 and PO20. Also, if a document is added later, say in PO20, it can be viewed by the Requester in RQC and all other forms with the buttons. We are on version 10.0.7.

susan-kirkbride

Hi Catherine - Are you hosted by the Cloud or On-Prem?

HRSD_StandardBranding.pdf

kcalliari

We are still On-Prem.

unknown

Catherine - Thanks for the information. Is there anyway you can email me some screen shots of the RQC screens? Also, I would like to know your process on having the requester getting the supporting document into onbace, etc...

My email address is royerc@slhs.org. Thanks

unknown

If possible, please upload documents requested (instead of emailing) as others are also interested in seeing your customizations and such. To upload, click on the "Use rich formatting" link just below, and to the right of your reply. From there, it's rather intuitive as to how to upload. Thank you!

kcalliari

Sure, I will send the screen shots this afternoon.

The process might vary for each requester, but they have not had issues in getting the required documents, typically quotes, from the Manager or Clinic Administrator. I will check further.

If the item/s have been approved during budget, then the requester uses a budget identifier, activity and account category in processing the order. We have modified the Requisition Approval process flow to auto-approve these requisitions, based on the activity and account category and a notification sent.

unknown

Hi Merrell, We are also using attachment buttons with Onbase on PO20, AP20 and AP90. We haven't been able to figure out how to do this with RQC. Can you share the steps? Thanks.

unknown

[View:/cfs-file/__key/communityserver-discussions-components-files/54/Adding-Attachments-to-Requisitions.pdf:320:240]

We use AVAAP's Attach It. It installed without issue to RQC (it's actually the first screen we put it on.)

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