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SpendMap User Guide (v14.5)

 
Internal notes and file attachments can be accessed by clicking the [NOTES] button on applicable screens through SpendMap.

In some rare cases, a separate prompt will be displayed to access internal notes when entering certain transactions.

 
Internal Notes

You can enter internal notes in various areas of SpendMap for your internal reference or the reference of other users of the system.

Unlike item descriptions, internal notes are NOT visible by your suppliers (i.e. will not appear on POs and other documents that are sent to suppliers).

While there are no limits to what you can use internal notes for, some common examples include special handing instructions for items or assets, reminder notes for Buyers on Purchase Orders, comments entered on Requisitions for managers to read during the approval process (e.g. justification), etc.

Right-mouse-click to access spell check and cut and paste functions.

hmtoggle_plus0        Buttons

hmtoggle_arrow0        Master File Notes

hmtoggle_arrow0        Document Notes

hmtoggle_arrow0        Related Settings

hmtoggle_arrow0        Previewing Notes

 
Attachments

Most areas in SpendMap that support internal notes also support file attachments.

Like the internal notes, attachments are also accessed with the [NOTES] button - when attachment capability is available, the screen will include a section at the top for notes while the bottom portion of the screen is used to attach files...

attachments

REMINDER:  Users will only be able to open/view the attachments if they have the applicable software installed on their computer. For example, if you attach a .DOC file, they will need Word to open it. Therefore, it's a good idea to only attach common file types.

hmtoggle_arrow0        Internal and External Attachments

hmtoggle_arrow0        Modifying Attachments

hmtoggle_arrow0        Subsequent Documents Link to Original Attachments

hmtoggle_arrow0        No Maintenance

hmtoggle_arrow0        Related settings