Line Item Notes

Notes on line items can include any additional information that you wish to add to the line item. Notes can be internal or can be made available to providers. Notes also display on the Line Item Worksheet for the item.

Add a Note

  1. Click Notes (0).
  2. Click New Note.
  3. Enter your note.
  4. If you wish to make this note available to your provider, check the box adjacent to Note is vendor-public.
  5. Click Create. The note will display on the screen.
  6. Click Return to return to the selection list or purchase order.
  7. The zero of the Notes link will update to display the total number of alerts and notes for the line item.

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