Goal:
- How to Provide the Requester's Order Item Comment to the Vendor
- Add the order item description to the PO.
- Make the requester's comment visible to the Vendor.
Steps:
-
Select the Procure tab and Procurement
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Check the boxes of the items you would like to purchase.
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Select the green Add to List button.
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From the Purchasing List on the right, select the appropriate Vendor.
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Select the blue Create Purchase Order button.
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Within the Create Purchase Order page, locate the item with the requester comment.
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Select the blue arrow icon(
) on the far right of the comment. The comment is then added to the Vendor Comment for that item. It can also be further edited after this point.
Additional Information:
- The requester comment field is intended for internal communication purposes. The comment will not show up on the PDF.
- If the Purchase Order has already been created, the comment will need to be copied and pasted instead. For steps on editing items within a Purchase Order please see How to Edit an Item Within a Purchase Order.