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CruzBuy 9.2 Enhancement – July 26, 2009
Summary: Learn about new features that provide significant usability upgrades in many areas of CruzBuy. These changes improve navigation of the system, as well as add a few heavily requested features.
New Features
Return Requisition to Requestor
CruzBuy now has the capability for Approvers (including those in Procurement and Business Contracts) to return a cart to the requestor. When a requisition is returned to an end user, the cart may be edited and resubmitted. The workflow process will need to be repeated. However, the requisition number, the current state of the requisition, and any history of that requisition is retained. After a requisition has been returned to the requisitioner it is no longer searchable, unless it gets resubmitted.
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| This option is available to departmental approvers, and Procurement staff. |
After selecting Return to Requisitioner the person rejecting the requisition has the option of entering a comment detailing the reason for returning the requisition. If the requisitioner has enabled email notifications for PR rejected/returned, an email with the reason will be sent to the requisitioner. |
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| The notes are maintained in the requisition's history and can be viewed at any time as a reference. |
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| To access the returned cart, click carts (1), then draft carts (2) and then the Shopping Cart Name (3). This cart can be edited as if it were a fresh cart. You can edit or add items, change shipping/account information, etc. If you want to start over completely, use the Delete button on the right side of the screen, and then use Create Cart or home/shop in the upper left corner. |
| When the requisition has been reviewed by an approver, the status will be Resubmitted to show that the requisition has been returned previously. |
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Workflow - See Who Can Approve a Requisition
CruzBuy will now show who can approve your requisition for each step, even before you submit! To view approvers, while working with your cart or requisition, click on PR Approvals then view approvers.
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Adding Comments to Orders
CruzBuy now features in-system commenting! An approver can add a comment to a document asking for more information, which may be emailed to the requisitioner. Requisitioners can respond to questions and add attachments. Use the new Comments tab to access all notes and comments made to the document.
- Comments can be added by most users while viewing a requisition or purchase order
- This feature captures any correspondence between users, and places them in the requisition history
- Added attachments become internal attachments
- Comments added can optionally be sent to other users via email, with no email preference setup required
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| Additional CruzBuy users can be selected using the add email recipient link. Files or links can be added using the lower portion of this window. |
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Once a comment is added, it will always be available in either the requisition or the purchase order history, depending on where it was added.
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Working with History - Added Search Criteria
This new feature allows a user to search by an organization's custom fields. (In our case, this is our FOAPAL information.) This feature works on both PR and PO searches. A user can provide only accounting information as search criteria, or use it in conjunction with other search fields (such as a particular user, and/or supplier). The Select from profile values... and Select from All Values... links allow a user to search for account codes the same way they would while creating a requisition. The history search is otherwise the same as before the upgrade. See How to Review Status, Comments, History and Notes for a Requisition.
The Filter box must be checked to enable this feature.
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Last revised: August 05, 2009 (am)
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