In this topic you will learn to Add Comments and Attachments.

NOTE: Comments and attachments can be added to the requisition on the Checkout page for new requisitions or on the Edit Requisition page for existing requisitions.

Adding Header Comments and Attachments

Clicking on the "Display Comment Text in Modal Window" button at the top right corner of the text box will open a popup with a much larger text area for easier editing.

Opening the modal window will also display the same text.

To enter more comments and add attachments, click the Add More Comments and Attachments link.

A new window will open displaying the Header Comments. Notice that the original comment is displayed as the first comment. To add more comments, click on the + icon.

The new comment will be Comment 2.

Attachments can be added to individual comment boxes.

Click the Add Attachments button for Comment 1.

Choose the file location for the attachment.

Select the desired file to attach.

The Attachment can be viewed for validity.

Close the processing window.

After Comments have been added you will notice the link now reads Edit instead of Add more Comments and Attachments.

Adding Line Comments and Attachments

On the Checkout or Edit Requisition page, comments and attachments can also be added on the requisition line. Entering these comments works similarly to the Header Comments. To add line comments, click on the Comment bubble icon at the end of line 1.

A new window will open displaying the Comment 1.

The comment entered can be spell checked.

If there is a perceived misspelled word it will take you to a screen where you can pick the correct spelling and then click OK.  If there are no misspellings a system message will state “No Misspellings found”.

In this example, the highlighted word is not in the dictionary, but the spelling is correct. Therefore, we will not change the spelling of the highlighted word.

Attachments can also be added to individual line comments.

Select the desired file.

There are also checkbox options to send the comments to the Supplier, to Show on the Receipt, and to Show on the Voucher.

There are also options to Send to Supplier, Show at Receipt, and Show at Voucher. Attachments may also be added.

The File Attachment is displayed.

Details of the attachment are now displayed under Comment 1.

Now that comments have been added, the Comment bubble now reads Edit instead of Add.

Search for the requisition you wish to add comments and/or attachments.

In this example, the user will add comments on the Edit Requisition page by navigating through the Manage Requisition page.

NOTE: For new requisitions, navigate Main Menu > eProcurement > Requisition, add items to the cart, and select the Checkout button to access the Checkout page.

This completes Add Comments and Attachments.