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Purchase Order General (Encumbrance)
Settings > Purchase Order > General Options
Implementing the Use of Encumbrance
Use Encumbrance (optional setting). If the box is checked, the encum...
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Purchase Order Setup and Rules Settings > Purchase Order > General Options
Activates use of Purchase Order. User Status In/Out of Office
If a user wishes to change their (In/Out of Office) status, the menu o...
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Purchase Order Close
When an invoice is saved or submitted, the system auto-generates full or partial closing entries to the Purchase Order line/s selected. If later you find an open balance on a PO that is no longer needed, the menu o...
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Purchase Order Entry
Daily > Purchase Order Entry
To browse or edit a purchase order, go to Purchase Order Lists and double-click on a purchase order.
Top Line Buttons
Save: This adds the purchase ord...
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Created On: 02/21/2023
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Approval Options Use distribution accounts to assign approvers to entries: Activate default account segments to assign to Approval Groups. Up to two segments may be selected. When a default account segment is applied to an Approval G...
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Approval Types
1. Approval Types
General Tab
Allow adding attachments during workflow: Enables users’ ability to add attachments to entries under review.
Allow editing attachments during workflow: Enable...
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Approval Groups
Settings > Document Approval > Approval Group
This screen allows you to set up settings for document approval. To learn more about these settings, use the topics below.
Main Menu Buttons
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Created On: 02/21/2023
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Approval Tables This screen displays all created Approval Tables. The list grid may be limited by Approval Source (Purchase Order, Journal Entry, Invoice, or Payment batch). Menu Buttons New: Opens the new Approval Group add sc...