Update & Allocation (Post-Purchase)
Revision as of 18:59, 21 December 2017 by Mike.odonnell (talk | contribs) (Created page with "Buyer updates purchase details based on receipt, charge details, etc. == Update & Allocation == 700px '''1. Allocation Detail''': Purchas...")
Buyer updates purchase details based on receipt, charge details, etc.
Update & Allocation
1. Allocation Detail: Purchase list allocation detail is directly editable from the request purchase list. Updates can be made in line then saved or submitted to persist.
2. PDF Forms: A PDF micro purchase form is available for all purchased records. This provides a 1 page detail that can be printed, if necessary.
3. View Items By Charge ID: Items can be viewed with an ID to see which items were charged to which purchase. This information is also available in the purchase detail via ‘Edit’ & ‘Show’.
4. Completion Actions:
- Submit – Progresses requests to next activity.
- Cancel – Terminates the request and archives details.