Edge - Start Discussions and Reply to them


Summary:

You can add discussions and reply to them in the task list. Discussions are available for purchase requisitions, goods receipts, spend plans, and invoices.

NOTE: For goods receipts, you can start discussions only after you have received some items.

Instructions:

To start a discussion:

  1. Open a document in the details view.
  2. In the Discussions panel, click .
  3. Select the recipients.
  4. Write your message.
  5. Click Post.

To reply to a discussion:

  1. Open a document in the details view.
  2. In the Discussions panel, click .
  3. Write your message.
  4. Click Reply.
  5. You can use flags to mark discussions as important. Flag a discussion by clicking  (More actions) > Flag. To clear the flag, click  (More actions) > Clear flag.
  6. You can also edit the participant list of a discussion. To do so, click  (More actions) > Edit participants.