Our Receiving team scans receiving documentation and attaches it to the receive transaction currently. Is there a way to set up the security profile to allow adding attachments to a PO without allowing full edit capability?
You can always use the Document Type metadata to tag the files with the PO# when they attach it.
Our receiving team goes to attach the “add” is greyed out, what do we need to fix in their profile to have the “add” function open for attachments, without allowing them to edit the PO itself?
What I am saying is to use the Document Type Metadata to tag the attached document with the PO Number. This will not attach the document to the PO, but it will allow for there to be a way to search for receipts related to the PO.
Alternatively, you could create a BPM to automatically attach the file to the PO at receipt.