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Checking out and Notes and Attachments 

During checkout, you can add internal or external notes and attachments for Non Catalog and sometimes Form orders (if a Punch out vendor gives a quote, the order must be Non Catalog instead of Punch out).

Internal vs External Notes and Attachments

Use Internal Notes and Attachments

  • To send specific information to the purchasing agent
  • For Non Catalog orders over $2,500 for State; $10,000 for Research

Use External Notes and Attachments

  • If the vendor supports External Notes and Attachments (you will be notified if they do not)
  • For Non Catalog under $2,500 for State; $10,000 for Research

Remember, you can't use either type of notes/attachments with Punch-out or Hosted Catalog purchases. If you have a quote from a Punch out vendor, that order must be a Non Catalog order instead of Punch out.

Internal Notes and Attachments

  1. Click Internal Notes and Attachments from the top

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  2. To add an Internal Note, in the Internal Notes and Attachments area, click edit, type your note, and click Save

     
  3. To add an Internal Attachment, click add attachment..., type a name for the file, click Choose File to select the file from your computer, and then click Save

External Notes and Attachments

  1. Click External Notes and Attachments from the top

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  2. The External Notes and Attachments area will display an error if they are not supported by the vendor

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  3. If they are supported, to add an External Note, in the External Notes and Attachments area, click edit, type your note, and click Save

     
  4. To add an External Attachment, click add attachment..., type a name for the file, click Choose File to select the file from your computer, and then click Save

Continue checking out with  Final Review 

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