ASSET MANAGEMENT

Overview of Asset Changes

Basic Add - Capitalized Asset

Basic Add - Non-Capitalized Asset

Adding an Attachment to Existing Asset

Adding Attachments

Create Asset from a Receiver

Asset Integration

Capitalization Threshold

Consolidate Assets

Cost Adjustment - Non-Capitalized Asset

Define Physical Inventory with Non-Cap. Assets

Physical Inventory of Non-Cap. Assets

Receiving an Asset

Receiving Assets: Consolidation

Retiring Non-Cap. Assets

Unitize an Asset on a Receiver

Set up Non-Cap. Extract ID

Set up Non-Cap. Scan ID

Transfer a Non-Cap. Asset within a Bus. Unit

Viewing Cost History: Cap.

Viewing Cost History: Non-Cap.

Working with Non-Cap. Assets

 

ACCOUNTS PAYABLE

Overview to AP Changes

Add an Attachment to a Vendor

Add an Attachment to a Voucher

Approving Vouchers Overview

Approve a Voucher

Changing a Vendor Name

Deny a Voucher

New Vendor Functionality

Overview to AP Audit Logs

Place a Voucher on Hold

Running an XML Report

Running the Match Exception Report

Searching Audit Logs

Understanding Voucher Changes

Using Session Defaults

Using the View Audit Log Link

 

ACCOUNTS RECEIVABLE

Overview to the AR Changes

Adding Attachments to a Deposit

AR Attachments

AR View Audit Logs

AR XML Publisher

Create a Customer Statement

Conversations Overview

Disputing an Item on a Payment Worksheet

Payment Worksheet Changes

Spell Check a Conversation

Viewing an Audit Log

Viewing a Disputed Item
 

BILLING

Overview of Billing Changes

Overview of Invoice Changes

Adjust Entire Bill

Adjust Entire Bill and Rebill

Adjust Selected Bill Lines

Adjust Selected Bill Lines and Rebill

Credit Bill Changes

Credit Bill Approvals

Approve a Write Off Credit

Submit a Write Off for Approval

Submit Support Documentation for a Write Off

Working with Write Off Credits

Billing Audit Logs

Generate a Pro Forma Invoice

Print and Finalize an Invoice

Render an Invoice from the Billing Pages

Render a Pro Forma from the Billing Pages

Reprint an Invoice

Set up Customer Contacts for Email Invoices

Viewing an Audit Log

Overview to Federal Highway Billing

Create the Federal Highway File

Recreate the Federal Highway File

Working with Invoice Corrections

 

COMMITMENT CONTROL

Overview of Budget Inquiry

Overview of Budget Journals

Overview of KK Changes

Overview of KK XML Reports

Adding an Attachment to a Budget Journal

Create Budget Journals with SpeedTypes

Running ChartField Reports

 

GENERAL LEDGER

Overview of GL Approvals

Overview of GL Changes

Overview of GL Journal Changes

Overview of GL XML Reports

Overview of ChartField and SpeedType Changes

Add Attachments to Journal Headers

Approve/Deny Journals from the Worklist

Approve Journals Using Manage Approvals

Deny Journals Using Manage Approvals

Project Costing ChartFields and SpeedTypes

Running the Journal Entry Detail Report

Spreadsheet Journal Upload

Using the ChartField Long Description Field

 

ePROCUREMENT

Overview of eProcurement Changes

Adding Items to a Requisition using Search

Add Favorites to Favorites Group

Add Items to Templates

Approve a Requisition after Editing

Comments and Attachments

Copy an Existing Requisition

Defining Requisition Obligations

Managing Favorites/Groups

Managing Personal Templates

Modifying Requisition Defaults

Placing a Requisition on Hold

Review Approval History

Understanding Requisition Status

Viewing a Copy of a Requisition

Viewing Budget Status

 

INVENTORY

Inventory Upgrade Overview

Create Replenishment Requests

Customize the Pick Plan

Edit Requisitions Created from Auto Replenishment

Load Replenishment Requisitions

Managing Replenishment Requests

Material Reservation with Auto Order Release

Review Replenishment Requests

Review Auto Replenishment with no Active Vendor

Understanding Auto Replenishment

Undo Fulfillment Requests

Troubleshooting Fulfillment Errors

PURCHASING

Purchasing Upgrade Overview

Add an Adhoc Approver/Reviewer

Add a Contract to a PO Line

Add Multiple Comments and Attachments

Search for Approved Purchase Orders

Approving a Purchase Order

Deny Approval on a Purchase Order

Edit a Purchase Order in Approval

Place a Purchase Order on Hold

Purchase Order Approval Overview

Push Back PO to a Previous Approver

View Encumbered Balances

View Purchase Order Approval History

Job Aids Updated from 8.9

Close PO Lines through the Workbench

Contract Type/PO Type Purchasing Authority

Contract Version Changes

Create Contracts

Create Purchase Orders

Create Receipts

Creating PO with a Future Date

Dispatch and Printing POs

Run a PO Report

Payment Terms

Print a Dispatched PO

Purchase Order Approvals

Reserving Purchase Order Numbers

Using the PO Reconciliation Workbench

PROCUREMENT CONTRACTS

Procurement Contract Overview

Review Contract Change History

Understanding Contract Versioning
 

CATALOG MANAGEMENT (Coming Soon)