The message action allows suppliers and buyers to have a conversation about a specific PO line and save all correspondence with the associated line in SourceDay as part of the PO history.  This can take the back and forth messages out of email and off the phone while keeping the conversation in one easy to view place for all.   

PO Lines with a new message will be added to the Messages tab for easy collaboration. The PO line will be removed from the Message tab when marked as read or a response sent. Any message added as part of the Accept or Propose Changes action will be added and removed similarly.  

How do I view and respond to messages or notes? 

With just a hover or a click, the Peek Panel will display the most recent messages and notes related to a specific PO line directly within your dashboard. The peek panel is a fixed column on the right side of your PO Table.  To open click on the icon of the PO Line you want to view.

You can easily see the latest message and PO Notes without leaving the dashboard. Use the up down arrows at the top to review additional PO Lines. Follow the instructions to view all PO Notes and messages.

You can also open the PO Notes and Messages window directly in the dashboard with a simple click. These columns can be arranged anywhere you need in the PO table using manage columns. 

How do I use the message action? 

Review messages 

You can navigate between PO Lines by clicking the PO Summary on the left side.  The conversation will show in the main panel:

You can easily review existing messages and conversation history.  A green check mark will indicate if the message has been marked read or a response provided. 

When reviewing messages, to move them off the Message tab you can respond to the message or simply click on Mark All Lines Read (to mark all selected order lines as read) / Mark Read (to mark an individual order line as read) at the bottom of the message window.  A green check mark will be added to the PO Summary on the left side of the window.

Add a New Message

You can add a new message to one PO Line or you can select Send message to all selected PO lines.This checkbox will add the message to all the selected lines.  

Click the Green box with the arrow icon to send the messages.  Order lines with new messages will be displayed on the Message Tab.  

Coming Soon: Quick actions

We are excited to introduce a faster way to take action on PO Lines - including messages.  We've pulled the three most common actions out of the action menu and moved actions to the top right side of the dashboard to give you the most room to work.  

To take action first select a PO line by clicking on the open box on the left of each line. 

Then select an action from the quick action buttons on the top right side. Click on the ellipsis button to view all available actions.  Each action you select will open an action modal.  

Keep Learning

Understanding the Purchase Order Dashboard

Accept or Propose Changes on orders