Create a Message on PR

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.

Create a message

How to get there?

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

Select the Tab Messages inside the Document:

Add a new Message
See all existing messages from Public to Confidential
Filter for a specific message
Filter for a Sender
Filter for a Recipent
See all unread messages

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

How to create a new Message?

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

Recipents: Search for a recipient by Name or Email selection
Select and add a whole Group of Recipents
Choose if the message will be a Public or Confidential one
Select a Subject
Type your message here
Add Attachments
Send the Message to the Recipent

Using the “Add Group” button allows you to choose created groups of Recipents for faster selection:

By using this feature all E-Mail address from the Recipients out of the chosen Group will be automatically added to your Message.

Exampe Message:

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

Created Messages
Subject of the new message
Write a response here and also attach an Attachment by clicking on the paper clip icon

Create a Message as a Buyer/Approver

When the Buyer/Approver create “New Message, in the Pop-up window “Create message“ the Recipients field should provide a dropdown with the Creator and Requestor of the PR (if they are different users) as quick-select options. This allows the user to select them directly and avoids the need to navigate back to the PR Overview to identify the Creator or Requestor before sending a message.

All messages will be displayed in the Message Center.