Operations AP - Comment on Vendor Purchase Order

1. Navigate to "Accounts Payable"

   To add comments on vendor purchase orders, navigate to "Accounts Payable" in the operations portal

   

2. Click "Vendors"

   Click "Vendors". In order to access "Vendors" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "vendorView", "vendorEdit", "purchaseOrderView" and "purchaseOrderEdit."

   

3. Use search to find vendor

   Click into the search field and enter a search term to locate the vendor.

   

4. Click the "Start Purchase Order" icon

   Click the "Start Purchase Order" icon on the vendor.

   

5. Type in your comment

   Scroll to find the "Customer Comments" field. Click into the field and add a comment. These comments will be visible to customers.

   

6. Save changes

   Click an area outside the field to save