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Completing Requisition Details: Adding an Internal Note

Summary: Learn how to add an internal note to a requisition.

The internal note will not be seen by the supplier. It will, however, be read by your approvers and Purchasing.

Set the Special Handling flag to yes to ensure that Purchasing sees the note. See When and How to Request Special Handling.

1. The Edit Cart screen is the first screen shoppers see after completing the process of adding items to a requisition (cart). Click on the cart name in the upper right corner of any screen to go to the Edit Cart screen. The internal note field is located in the middle of your screen under Special Handling.
2. Click the leading text "add note...".
3. A window will open for entering the note.
4. Click Save at the top or bottom of the screen.

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