PURCHASE ORDERS - Communications tab

Document or schedule or attach a Communication / Note / Alert on a record or event for this Purchase Order

• Refresh the list to load any Communications that may have been posted since last refresh and that may not be displaying

•   Communication List Filters / Search / Customization - see Purchases List Customization

• Communication Context Menu - right-click on any line(s) to display
• Export selected Communication(s) in Excel or CSV format - see Purchase Orders Export
•   Create Note (Communication / Attachment) for this Purchase Order

• • option to Insert Date/Time into body of message

       

• •   Add Attachment(s) of any file type, which will then be copied to  C:\ProgramData\Spire\media
    
    • to centralize attached files, there is the option to Migrate these onto the Spire Server in C:\ProgramData\Spire\media\(database name)

                         

                       

• • Add Link for a URL or file not in the centralized location mentioned above
  • Open Related (in this case, the Purchase Order)
  • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up when you don’t want to delete it
  • enter Subject
  • select Type from a preset list or add a New one on-the-fly from the browse list
  • enter the message in the body
  • Assigned To any user set up in the system
  • Due Date (triggered by system date, not logon date) - schedule the message to:
    • popup at the Assigned User’s logon
    • display a yellow banner when this Purchase Order is opened

• • • display on the Assigned User’s Calendar, where the Communication can be viewed / accessed, with view options:

     

• • • • • Show Users to select which User’s entries you wish to see in your Calendar - activate in User setting View All Calendars (each User’s entries will be a different colour)
        • Show Modules to select which originating Modules to display, from modules you currently have access to
        • Show Unassigned to also see entries not assigned to any User (Unassigned entries will be black)
        • Show Completed to view Calendar entries that have been Marked Completed
      • Number - option to numerically code or sequence the communication for sorting in Filters and Reports
      • Completed Date - enter any date here to stop notification
      •   Print - Where - option to print the message on this PO

                           

• • • • Alert will cause a red banner to display when this Purchase Order is opened

• • • • • see all scheduled Alerts in Tools > View Notes Due Today
      • the Communication will also display here Communications module, where you have access to the following
        • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up for the selected Communication(s)
        • Open Related (in this case, the Purchase Order)

• • • • • Tools > View Notes Due Today
      • Create Email attachment (see Purchase Orders - Email)
      • Edit /   Delete selected Communication(s)
      • right-click in the list to access the Context Menu

                                   

Note that the colour of the banner displayed indicates the ‘status’ of the note:

• Yellow - a date has been entered
• Red - ‘Alert’ has been checked
• Blue - no date has been entered, and ‘Alert' has not been checked