Purchase Order Messages

The Messages screen lets users create and save messages to be printed on purchase orders as they are submitted. Messages can be designated for particular vendors, locations or users and they will automatically print on all applicable purchase order documents. This includes outputs to both PDF and Excel.

Note: These messages do NOT appear on the vendor order screen, only on the printed order documents.

From the Purchasing menu, click Messages.
The message list can be filtered by Begin Date and/or End Date, and to display ‘Active’ (default), ‘Inactive’, or ‘All’ messages. The user can check the box in the header of the Active column to activate or deactivate all messages.
Click the Plus (New Message) icon to create a new message or click a Message Name hyperlink to open and edit an existing message.
Enter/edit the Message Name, Begin Date and End Date for the message.
Indicate the Message Type as 'Header' or 'Footer'.
Check the Active box to activate or deactivate a message,
Enter the Message Text (up to 2000 characters). Pressing the "Enter" key will insert a hard line break.
On the Vendor tab, select the vendor(s) that should see this message on their purchase orders. To select a vendor, check the box for a vendor in the "Available Vendors" list, then click the < (Add) icon to move it to the "Selected Vendors" list. If applicable, click the <<(Add All) icon to add all vendors. This will apply to all orders for this vendor, regardless of the user placing the order.
On the User tab, select the user(s) whose orders should have messages printed on them. check the box for a user in the "Available Users" list, then click the < (Add) icon to move it to the "Selected Users" list. If applicable, click the <<(Add All) icon to add all users. This will apply to all orders placed by this user, regardless of the vendor receiving the order.
On the Location tab, indicate the location(s) to which this message applies. (This tab only appears for Cruise Lines when logged in at corporate) To select a location, check the box for a location in the "Available Locations" list, then click the < (Add) icon to move it to the "Selected Locations" list. If applicable, click the <<(Add All) icon to add all locations.
On the Location tab, indicate the voyage(s) to which this message applies. (This tab only appears for Cruise Lines). To select a voyage, check the box for a voyage in the "Available Voyages" list, then click the < (Add) icon to move it to the "Selected Voyages" list. If applicable, click the <<(Add All) icon to add all voyages.
To print a report of the message details, click Print.
When finished, click Save to close the Message Details window.
To download and print a report of all of the displayed messages, click the Printer (Export) icon
Click Cancel to close the Messages pop-up.