When an audit requests supporting documents for Purchase Orders this typically equates to requesting the attachments associated with the Purchase Order(s).  By using the TCM Link it is possible to extract large amounts of attachments for many Purchase Orders or selected Vendors for a selected time frame.  This is a step-by-step guide on how acquire these attachments.

 

On the EERP Links Page, select TCM in the Production environment.

Screenshot of a software interface showing EERP Links navigation menu with options EERP, ESS, and TCM highlighted.

 

Sign in Content Manager

Screenshot showing a two-step login process for Contra Costa County Office of Education.

 

Select Document Search on the upper left corner.  If Document Search is not an option, please submit a ticket for access.

Screenshot of a software interface showing a navigation menu for a Content Manager application. Menu options include Document Search, Content Capture, Tasks, Reports with a dropdown arrow, and Settings, with Document Search highlighted by a red box.

 

Select Advanced in the upper right-hand corner.

Screenshot of a content management interface showing a search bar with placeholder text "Search for names, keywords, etc." and two tabs labeled Basic and Advanced, with Advanced tab selected.

 

Select Document Type.

Screenshot of a document search interface designed for filtering by categories such as Document Type, Attachment Filename, Create Date, Sticky Note Search, and Text Search.

 

Begin typing Purch to populate the options available; select Purchase Order.

Screenshot of a content management system interface showing a search filter panel with a highlighted text input labeled "Document Type" containing the partial word "purch." Below are checkboxes for document options, with "Purchase Order" outlined in red.

 

Below Document Type will be Create Date.  Enter the date range of the attachments that are wanted.

Screenshot of a form interface for filtering purchase orders by create date, showing a date range input field highlighted in yellow with dates "01/01/2026 - 02/20/2026".

 

TIP: A more granular search is possible with using the Search letters at the top of the Advanced search page.  For example, if looking for a specific Vendor.  Select V at the top of the page; type in the Vendor Name or Vendor Number and then Search.

Screenshot of a software interface showing a search feature within a content manager filtered by the letter "V." It highlights fields labeled "Vendor Name" and "Vendor Number," with the vendor number "503176" displayed in a dropdown selection on the right.

 

Click the Search button at the bottom of the page.

Screenshot of a user interface showing two buttons side by side: a white "Clear Selections" button with blue text and border on the left, and a dark blue "Search" button with white text and a red outline on the right. The layout suggests functionality for clearing filters or inputs and initiating a search action.

 

Select the individual Purchase Order attachments or Select all results at the top of the listings.

Screenshot of a content management system displaying a filtered table of purchase orders with 187 results between January 1, 2026, and February 20, 2026. Table columns include purchase order type, PO number, fiscal year, date ordered, amount, and number highlighted in black text on a white background.

 

Once items are selected, the output options are at the top right hand for all selected items (located on the resulted selected line, or in the individual selected line items.

Screenshot of a table displaying purchase order details including PO number, fiscal year, date ordered, amount, and number. Five purchase orders are listed, and three rows are selected as indicated by checkmarks.

 

Choose accordingly.  Please note that Email Attachment  may not be accessible in certain applications.

 

If choosing Open Document , the documents will be displayed in the Content Manager.

Screenshot of a purchase order management interface displaying a detailed purchase order. The interface includes a document list with dates and types on the left, a central section showing purchase order details with vendor and billing information, and a right panel with purchase order metadata and a related content link.

 

If choosing Download Attachment , the attachments will come in the form of a zip file.

Screenshot of a file download prompt asking user what to do with "attachments.zip" file. Options include three buttons labeled Open, Save as, and Save for handling the file.