Order Confirmation Screen
- Joseph Averkamp
Analytics
The final screen you will see before submitting your order to the vendor is known as the Order Confirmation screen. This document will detail what to do on these screens.
Many details of this screen should be filled in automatically for you. While you can make adjustments to these settings, it is typically not encouraged to do so.
If you are submitting an order that is going to more than one vendor, this screen will break down the order on a vendor to vendor basis with specific PO numbers and details for each.
The PO number is automatically generated; you may adjust it if you wish.
Most vendors will either be configured as E-Send or Send Email to Vendor; while it is possible for both to be enabled, it is not common. It is recommended that you do not modify these toggles unless you have spoken to the vendor and they are aware you are adjusting the send method for this order.
The Send Confirmation toggle will allow you to enter an additional confirmation email address if you wish.
When you are ready to submit your order, click Approve and complete the order.
The Order Completed screen will display either “Success” or “Fail” messages based on your set-up.
Important Note: if your organization uses E-Send and not Send Email to Vendor, the screen will always display as you see it above. The prompt under Purchase Orders that says “Failed to send email” is perfectly fine; so long as the second prompt under E-Send shows Success, you’re good to go!
If the order complete screen displays “Failed to E-Send” under the E-Send field, either the E-Send option was enabled by mistake for a vendor that is not configured that way, or there was a failure in the E-Send function. Contact your purchasing director for more information, or reach out to our Help Desk for assistance.