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Review Cart Screen: Add Comments

Summary: Learn how to add comments to a requisition.

An approver can add a comment to a document asking for more information, and can choose to have this comment 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.

Procedure

1. While viewing the requisition, choose Add Comment from the drop-down on the right side of the screen.

2. 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.

3. 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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Last revised: August 7, 2009 (am)       [CruzBuy Reference Manual TOC ]