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Create a Message and Message Center

The Messaging feature is now available within the Purchasing section after accessing a specific PR document. It allows users to create and manage messages either as Public or Confidential, directed to a single recipient or a group inside the PR docuemnts to communicate to each other and share their information, data or thoughts.

How to get there?

Login with your User and go to the Purchasing Tab:

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Purchasing

Select Purchase Requisition and a document where you want to write a message:

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Purchase Requisition

Select the Tab Messages inside the Document:

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Purchase Requisition Messages

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PR Message Board

  1. Add a new Message

  2. See all existing messages from Public to Confidential

  3. Filter for a specific message

  4. Filter for a Sender

  5. Filter for a Recipent

  6. See all unread messages

Below you can also set a marker to show only all unread messages:

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Show only unread messages

How to create a new Message?

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Create a message

When you select New Message you can fill out the following information:

  1. Recipents: Search for a recipient by Name or Email selection

  2. Select and add a whole Group of Recipents

  3. Choose if the message will be a Public or Confidential one

  4. Select a Subject

  5. Type your message here

  6. Add Attachments

  7. Send the Message to the Recipent

Exampe Message:

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Example Message

After you sed your message its visible in the overview here:

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Display of Messages

  1. Created Messages

  2. Subject of the new message

  3. Write a response here and also attach an Attachment by clicking on the paper clip icon

You can always check your unread messages and the Message Center by selection the Envelope icon.

The Message Center provides a new screen that displays an overview of your personal messages, including both unread and read messages, where the current user is the recipient. Users can sort messages by criteria such as sender and easily navigate to the referenced document associated with each message.

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Message Center

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