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?

Login with your User and go to the Purchasing Tab:

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

Select the Tab Messages inside the Document:

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:

How to create a new 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

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:

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

All messages will be displayed in the Message Center.