Overview


The system allows the procurement team to add comments to Prebook lines from the Bulk Purchasing Mode and Single Purchasing Mode. The comments added will be visible for the procurement team.

From the Bulk Purchasing Mode


Go to Purchase Orders>>Add PO

 Use the Available Filter to find the Prebook for which you want to add a comment.

 Select the Prebook line and press Ctrl + d ( or go to the Actions column and click on Comments).

The Comments window will open. From this window, you can add, edit or delete comments.

Type the comment and click on Save (or press Shift + Enter).

The notes added will be available both from the Bulk Purchasing Mode and the Single Purchasing Mode.

From the Single Purchasing Mode


Go to Purchase Orders>>Add PO.

 Click on one PO at a time.

Enter the Purchase Order information and click on Add Items.

Use the filters to find the Prebook line for which you want to add a comment.

Click on the drop-down button in the Actions column.

Click on Comments. The Comments window should open. From this window, you can add, edit or delete comments.

Type the comment and click on Save (or press Shift + Enter).

The notes added will be available both from the Bulk Purchasing Mode and the Single Purchasing Mode. Notice that the comments column will display an icon. By clicking on it, you will be able to edit the comments entered on the same day.

Important

A comment can only be edited on the same day it is created and by the user who entered it.

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.