Sourcing

Get Involved. Join the Conversation.

Topic

    Daniel Vargas
    Managing attachments - retain versions
    Topic posted September 10, 2019 by Daniel VargasRed Ribbon: 250+ Points, tagged FAQ, How-To, Negotiation Award, Negotiation Creation, Negotiation Management, Procurement Contracts, Response Creation, Tip 
    31 Views, 3 Comments
    Title:
    Managing attachments - retain versions
    Summary:
    Maintain attachments - all versions - during a supplier negotiation
    Content:

    Greetings,

    We are currently implementing ERP Cloud (supplier management, sourcing, and procurement); and our customer is questioning the functionality related to attachments, during the sourcing process:

    Once an attachment is uploaded, i.e. for a supplier negotiation:

    • Our understanding is the file is numbered, therefore enters into version control
    • If a new version of the same file needs to be added; the previous version is kept (not deleted)

    We are interested on maintaining all versions of the documents used for a supplier negotiation. Could you please advice, if this is possible?

    Thanks,

    Daniel Vargas

    Version:
    Cloud ERP Fusion 19c

    Comment

     

    • Amit Arora

      Application allows uploading duplicate (same name) files but these aren't automatically numbered at the time of uploading. When you try to access these files in the negotiation, you will observe same name for duplicate files. However, these aren't overwritten or lost when you upload another file (version) with the same name. You have the option to update title or description at the time of upload. When you download duplicate files, framework automatically numbers the downloaded files. Aforementioned, should be standard attachments functionality across cloud applications. Suggest trying out the flow in any of the environments.

      Thanks

      Amit Arora

    • Daniel Vargas

      Thanks for the reply.

      On the same line, if the are several attachments for a record, let say  A1, A2, A3, A4, is there any way to block the user from deleting attachment A2?

      Thanks,

      Daniel Vargas

    • Amit Arora

      Its not clear which user (buyer or supplier) you are trying to prevent from deleting A2. Can you please share the step by step flow?

      Thanks

      Amit Arora