Overview

---

This article demonstrates how to add Notes and Attachments, both internal and external, when checking out in Oracle Procurement.

Essential Information

---

• Internal attachments are viewable only to UC San Diego within Oracle and may include competitive quotes, procurement forms such as source selection and price reasonableness (SSPR), and internal comments.
• External attachments are viewable both to UC San Diego and the supplier and may include additional direction for the supplier, quotes or other documentation of price, and agreements.
• External attachments should only be attached when ordering with request forms, as the way in which punchout and catalog orders are transmitted does not permit the inclusion of attachments.

Next Steps

---

Navigate to Oracle

1. Login here
2. In Procure to Pay, click Purchase Requisitions (New).
3. Add items to your cart, then begin the checkout process.

Getting Started

1. Both Notes and Attachments are added by first selecting the Pencil icon at the top of the page.

---

Add a Note

1. Start by entering in a description of the Note (e.g. Shipping Charges).
2. Enter in the body of the text (e.g. $[insert dollar amount] shipping charge may be prepaid and added to the invoice).

---

Add an Attachment

1. In Category, select Miscellaneous for Internal Attachments or To Supplier for External Attachments.
2. In the Attachment dialog box, select or drop files into the drop box.
3. You can also add a URL to the order in the bottom box.
4. Click Update to attach the file at the top of the page.