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Version: Current

Ask a question about a requisition

Goal: Ask a question about a requisition before approving it​

Time: 1-2 minutes
You'll need: A requisition waiting for your approval
Outcome: A question sent to the requisition creator

Step 1: Open the request submodule​

  1. In the modules menu, click Purchasing
  2. Click Requests

Finding the requisition

Step 2: Find the requisition​

  1. Find the requisition you have questions about
  2. Click on the requisition to open it

Finding the requisition

Step 3: Review the requisition​

  1. Check the requisition details
  2. Identify any information that needs clarification

Reviewing the requisition

Step 3: Open the document chat​

  1. Click the Chat icon at the top right of the document
  2. The chat panel will open on the right side of the screen

Opening document chat

Step 4: Write your question​

  1. Click @ to mention a user
  2. Type your question in the chat field

Sending a question

Step 5: Send your question​

  1. Click the Send button
  2. Your question will appear in the chat

Sending a question

Nice!​

You've used the document chat to ask a question about a requisition – well done, you!

If you mentioned a used, they will receive a notification about your question. You can continue the conversation in the document chat until you have all the information you need to make your approval decision.

Tips and tricks​

  • Be specific with your questions to get the answers you need
  • You'll receive a notification when the creator responds to your question
  • Document chat history remains with the document for future reference
  • You can continue reviewing other documents while waiting for a response