Procurement

28 articles

Budget

Importing a budget

Downloading a budget

Payments

Obtaining details about a payment request

Syncing payment requests to ERP

Managing duplicate alerts

Creating a bank order from a payment request

Exporting requests

Knowing whether a request is synced or not to ERP

Creating a new payment request

Filtering payment requests

Understanding payment request statuses

Invoices

Filtering invoices

Exporting invoices

Obtaining details about an invoice

Purchases

Enabling or disabling auto-send purchase orders

Create a new purchase requisition form

Filtering purchase requisition

Build a purchase requisition approval workflow

Obtaining details about a purchase requisition

Reviewing and approving a purchase requisition

Hiding purchase amount in PDFs

Creating a new purchase requisition

Understanding purchase requisition statuses

Contracts

Importing contracts with an integration

Filtering contracts

Importing a contract

Editing a contract

Obtaining details about a contract