Goal:
- Send messages to other employees
- Add comments to an order
- Notify other users with comments
Steps:
1. When viewing a Purchase Order, Request for Order, Request for Expense or a Travel Request click this icon in the upper right-hand corner:
2. You will see a comment window drop-down that is similar to the following:
3. Enter your comment and click the blue Send button.
Additional Information:
- Typing in the @ symbol will "tag" another employee and they will be notified of the comment
- Procure access is required for a user to be tagged on a PO comment
- If you're a Purchaser trying to contact the original Requester, it is advised that you add a Comment within the original Order Request
- All comments for you will be visible by clicking the Notification Area, in the top-right of the Procurify web application, as well as on your dashboard:
- At this time, it is not possible to run a report on comments.