Shopper to-dos on your mobile
As a shopper, you can complete actions on to-dos related to your purchases.
To-dos are specific to the logged in user.
Your to-dos are highlighted with color coding to help you quickly understand their due dates, if any. A red badge with the number of days is displayed on the to-do that is overdue. Similarly, a yellow badge with the number of days is displayed if a to-do has a due date approaching in seven days. A grey badge with the number of days is displayed if a to-do has a due date more than seven days.
You can open any to-do to view the details of the task and the purchase that led to the creation of the to-do. You can also view the entire purchase for specific to-dos.
- Approve your purchase requisition from your mobile device
As a manager, provide approvals for purchase requisitions that are in pending approval state from your mobile application. Purchase requisition approvals are generated when an approval rule is triggered on meeting certain criteria. You can choose to reject them along with your reasons for rejection. Your action on these to-dos moves them to their respective workflows. - Provide more details on your purchase from your mobile device
Provide additional information on your purchase by answering the follow-up questions that the procurement specialist has posted regarding your order from your mobile application. Your response to these to-dos ensures that the procurement specialist understands your exact requirements and has all the necessary information before proceeding with the sourcing request. - Request clarification on a purchase request from your mobile device
As an approver, request clarification from the shopper on a purchase requisition if you have questions that you need answers to before approving or rejecting the purchase requisition, from your mobile application. Purchase requisition approvals are generated when an approval rule is triggered on meeting certain criteria. - Provide clarification on your purchase from your mobile device
Provide clarification on your purchase by answering the question that the approver has posted regarding your order, from your mobile application. Your response to this clarification ensures that the approver understands your exact requirements and has all the necessary information before proceeding with approving or rejecting your purchase request. - Compare quotes and select a supplier from your mobile device
When you raise a sourcing request, the procurement team works with suppliers to get quotes for the good or service you are looking for. When you receive these quotes, you can review them from your mobile application. You can choose to award the supplier with the quote that best fulfills your requirements. - Confirm receipt of your order from your mobile device
Provide confirmation of receipt of the items you ordered that are in pending receipt state, from your mobile application, so that payment is processed to the supplier accordingly. If you have not received the complete order, you can confirm receipt of a part of your order as well with the date when you received them. - View shipment details of your order from your mobile device
View the current status of your ordered items, along with the tracking number and carrier name, in your receipt to-dos, from your mobile application. - Confirm meeting a milestone for your service from your mobile device
Provide confirmation on whether the supplier has met a milestone for a service you had ordered, from your mobile application, so that payment can be processed to the supplier for that milestone. If a milestone has not been met by the due date, you can choose to push the due date to a later date. - Review invoice acknowledgment task from your mobile device
Review invoices that require acknowledgment from your mobile application. Invoice acknowledgments are sent to the recipients of the purchases, and each line associated with an invoice can be marked as correct or incorrect. Your action on these to-dos moves the invoices to their respective workflows.
Parent Topic:Using Shopping Hub Mobile
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