MeRLIN Buyer Portal Knowledge Base

Menu Path: Business Administration >> Attachment Type Master Management>> Create New

1. To create a New Attachment Type, click on the Create New Button.
2. Business Process is defaulted to Supplier Registration, Provide the Attachment Type and choose from the list of extensions. Also, provide a detailed description of the Attachment Type

As we move to the next tab- Properties, we can set the document as a mandatory document by switching on the Is the Document Expirable? button.

1. As we move to the next tab- Properties, we can set the document as a mandatory document by switching on the Is the Document Expirable? button.The settings icon can be used to modify the cofiguarations by following the steps below

   Choose “Reminder to Supplier Before (Days)” from the list of available days. Suppliers will be reminded through Email on these days before the Supplier Document Expiry.

2. Provide the number of days of Grace period under “Grace Period (Days)”. Grace period starts after the Document Expiry.
3. Choosing “Yes” under “Expiry Deactivates the Supplier” deactivates the associated Supplier after the Grace Period of the document. Choosing “No” has no impact on the Supplier status even after the Grace Period is over.
4. Choose “Yes” under “Expiry Date Editable by Buyer”, if the Document Expiry date can be modified by Buyers from the Supplier Document sub-menu.

Not all changes in Supplier document need to be approved. Business Administrator to have more control on what changes need approval and which ones do not need approval.

Under the Attachment Type Master Management of Business Administration, choose if the change in document type do not require approval by switching off the toggle “Change Requires Approval?”

PS: Default value of ”Change Requires Approval?” is “Yes”

If you would like to assign template to the Attachment type, upload the template and save the form. Attaching the template will enable the user to download the template and simply fill the details in the template, thus ensuring uniformity across the documents provided by the suppliers.