Segment Descriptions Can Make Cart Selections Easier

About This Document:
This document details how Segment (Department, GL Account, Project,...) Descriptions can provide detail to the Requester as to when to make that selection in a Cart. In this example, a Department is used but the process is the same for all Segments. *Please note that Department may be named differently at your organization (Class, Location, etc).

This process requires the Prendio Requester and Accounts Payable Roles.


Accounts Payable > Departments > Prendio Departments:


1. The Description displayed here will appear in a Cart when selecting this Department.

2. Press Edit to Add or Modify a Description.




3. Enter the Description and press Save when complete.



Cart Results:


4. The Description now appears when this Department is selected in a Cart.