My to-dos and purchasing to-dos

As a shopper, you can review to-dos from the To-dos tab.

You can select the individual to-dos from the My to-dos tab and work with them as required. For more information on the various types of to-dos and how to work with them, see Shopper to-dos.

On the Purchasing to-dos tab, however, you can only view the non-shopper responsible purchasing to-dos that are associated with this purchase. For each of these to-dos, the State, Due date, Primary contact, Number, and Last updated fields are displayed.

In the Purchase detail view, you can also view all approval requests, including those that have not been requested. For example, if there is a sequential rule that has three approvers, all three purchase request approvals are displayed. Approvals are not triggered for the subsequent approvers though, and email notifications are sent only when approval is required for purchase request. If the approval is no longer required or complete, it is no longer displayed.

Light view of purchasing to-dos

You can select View activity on a purchasing to-do item to display a light view of the to-do, where you can view its activity stream, and compose a message and post it as a comment in the activity stream. You can also tag a person you want to address, with "@<primary contact name>", in the Comments field. An instructional message is displayed above the Compose section, which dynamically shows who the primary contact is for the associated purchasing task. An email notification is sent to the user who is tagged such that they know when they have been mentioned in an activity stream post.