Smart Form

If the supplier of an item or service requires extra information from the buyer, a Smart Form is created and added to the Procurement application. A Smart Form allows you to supply additional, optional information to a Shopping Cart item for such things as service requests and customizes products.

When you select an item to add it to your Shopping Cart, the Procurement application opens a secondary browser window containing a blank copy of the necessary Smart Form.

The layout of each Smart Form varies with the quantity and type of information required by the supplier. For example:

• A Smart Form used to order a temporary receptionist may require: the number of days required, the office opening and closing time, PBX experience, and other clerical skills, etc.
• A Smart Form for a personal computer may require: memory, disk and monitor size, processor type, a choice of peripherals to be included, etc.
• Enter as much (or as little) information into the form as is necessary to define your purchase.
• Click [Continue].

The Procurement application carries the captured information with the Shopping Cart through the workflow process and transmits it to the supplier.

Items in a Shopping Cart, or Order, that include a Smart Form, display the Smart Form icon:

Indicates that the item was ordered using a Smart Form. Click the icon to re-open the Smart Form, view and edit its contents.

In the Shopping Cart page, you can click the Smart Form icon to re-display the Smart Form and view or edit the information contained in it.