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Review Cart Screen: Add External Notes & Attachments

Summary: Learn who can add external notes and attachments, and when and how to add them.

Anything added in the Purchasing Use Only... field (external note) will appear on the Purchase Order to the supplier. Use this space to refer to quote numbers, Sales Reps' names, Special Instructions to the supplier, etc.

External notes can be added on either the Edit Cart screen or via the Review screen. The result is the same using either screen.

Edit Cart Screen: For Purchasing Use Only... field is located in the far right column of the screen. To access the carts screen, click the carts tab, or choose the active cart in the upper right corner of the screen.

Review Screen: Click Review in the flowchart shown on the upper right side of the cart's screen.

1. The External Notes and Attachments box is on the right side of your screen, under the Billing box. Only Purchasing can add an external attachment. (If you need to have an external added to your requisition, use the Special Handling option in the requisition header and include an Internal Note with your request.)
2. Click the Edit button to the far right of Purchasing Contact Information.
3. Type your note in the For Purchasing Use Only box.
4. Click Save at the bottom of the box.

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