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Completing Requisition Details: Special Handling

Summary: Learn when and how to request special handling.

Choosing Yes for Special Handling causes a requisition to route to Purchasing. If you change Special Handling to Yes, then please use the Internal Note option below it to explain the special needs for the order. That is, what does Purchasing need to do for this order?

If your requisition is for services, food, entertainment, chemicals, or animals it automatically routes to Purchasing, so it is not necessary to also set the Special Handling flag, unless you need to specify special handling needs.

To set Special Handling to YES:

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.
2. Choose Yes from the Special Handling drop-down menu.
3. Click Save at the top or bottom of the screen.
4. Add an internal note to explain your special handling needs. See Adding an Internal Note.

Last revised: August 07, 2008 (am)       [CruzBuy Reference Manual TOC ]