How to Place Orders
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Adding Comments & Attachments
Documentation is a critical element of the ordering process. Documents should be attached to Non-Catalog Requests to provide as much information as possible to buyers and suppliers.
| Types of Documents to Attach: |
|---|
| • Quotes |
| • Proposals |
| • Statements of Work (SOW) |
| • Description of Services (DOS) |
| • Signed Documents |
| • Other documents detailing what is being ordered |
Non-Catalog Requests of ≥$10,000 require at least one document be attached to the purchase requisition (PR) to be submitted. Attachments can be added at the header or line-item level.
When attaching a document in Guided BUying, check off the Share with supplier box to make the attachment visible to the supplier. Do not share competitive bid documentation with suppliers as this documentation is confidential. The final step to attaching a document is to click ADD Note: When purchasing from a catalog supplier (e.g., WB Mason), do not make attachments visible to suppliers as this could cause the PO to fail or be delayed.
Comments can be added at the header or line-level of a PR. Use the comment section to converse with Buyers, Approvers, and Suppliers. To share a comment with a supplier, check off the Share with supplier to make the comment visible to the supplier.
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