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Under “Direct debit batch” and "Payment batch" new batches can be submitted. In doing so the following filters are available. After, the required lines for the batch are to be selected. The batch is to be submitted, using the GREEN button in the upper right corner. 

  




Pending

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requisitions 

Under “Pending orders” requisition” a list of all POs REQs awaiting approval can be found. Per PO REQ the according functions for emailing or previewing a report, adding attachements, revieweing line items and viewing PO details are available.

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Under “History” a list of all previously approved POs can be found. A list of the previously rejected POs can be found under “Rejected orders”.

Image Removedpreviewing document PDF and viewing and/or editting the requisition are available. Details on the REQs, including last and next approval, and expected and actual price can be seen, using the arrows on the left of each REQ.

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Approved REQ can be transferred to requests for quotation and/or PO.


Others

Under “Application log” a log of the application activity, together with remarks for errors, can be found. Image RemovedFilter buttons are available in the upper left part of the page.

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Users with access to the application can be managed through the “Users” tab under “User management”. The status of the existing users (Active/Inactive) is displayed on the right of each user and can be edited with the according checkboxes. Users can be removed and user information, groups and permissions can be managed, using the according “Edit” and “Delete” buttons on the right. New users can be added, using the “+” button.Image Removed

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When adding a new user, a username, e-mail, password and names are to be set, together with a status (Active/Inactive; Superadmin). Additionally, each user can be added to a group and permissions can be managed individually per user, under the according tabs. Users are then saved, using the “Save” button.Image Removed

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Groups within the company with access to the application can be managed through the “Groups” tab under “User management”. Groups can be edited or removed, using the according “Edit” and “Delete” buttons on the right. New groups can be created, using the “+” button, through where group name, description and permissions are set.Image Removed

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Under “License” the application license can be validated. License information can be reviewed under “Information”.

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