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Review Cart Screen: Cart Name, Prepared for, & Hold PO

Summary: Learn how to navigate to the Review Cart Screen and edit the cart name, 'prepared for' field, and Hold PO setting.

Personalizing the name of a Requisition (Cart) to help identify what is on the order is extremely useful for later reviewing the contents of "My Requisitions" folder.

Rename the cart to reflect the order - something recognizable so it can be found easily (keeping in mind that approvers will see your cart name).

1. To access the carts screen, click the carts tab, or the active cart in the upper right corner of the screen.
2. Access the Review Cart screen by clicking on Review in the flowchart shown on the upper right side of the carts screen.
3. A General Information box is on the left side of the screen. By clicking the Edit button, you are able to change:
   • Cart Name
   • Prepared for – click Select a different user... if preparing this order for someone who temporarily does not have access to their CruzBuy account. Note that the different user must have access to CruzBuy as a Requestor. Once the order has been submitted, it will appear in the 'my requisitions' list of the user you chose. As the preparer you will no longer be able to withdraw the order or make changes once you have submitted it.
     To place an order for someone who does not have a CruzBuy account, add that info as part of the Cart Name instead, for your personal tracking purposes.
   • Hold PO
4. Click Save after any changes.

The cart name, Prepared for and Hold PO can also be edited from the Edit Cart screen. See Edit the Requisition Name.

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Last revised: July 31, 2009 (am)       [CruzBuy Reference Manual TOC ]