|
|
Archiving/Restoring/Deleting Documents
Your Archive area contains RFQs and POs you have removed from the Request for Quote page and Purchase Order page. This permits you to keep only active documents in those two locations, while still keeping a record of past transactions.
You can permanently delete documents only from the Archive area. Delete a document only if you will not need to reference it again.
- Archiving a Document - On the Request for Quote page or the Purchase Order page, click the Archive icon for a document.
The document is moved from its original location to the Archive.
- Accessing Archived Documents - From anywhere in Buy & Sell, click Archive on the nagivation bar.
You are taken to the Archive page, which lists all your archived documents. Before you can open a document, you need to restore it.
- Restoring an Archived Document - On the Archive page, click the Restore icon for a document.
The document is removed from the Archive and returned to its original location, either the Request for Quote page or Purchase Order page.
- Deleting an Archived Document - On the Archive page, click the Delete icon for a document.
After you respond to the confirmation prompt, the document is permanently deleted.
|