Online Order Entry
To make an order in Spider the following security is required:
542 – Order Entry View
Permissions for e.g. Teachers to be able to see only their purchase orders – set security as per screen shot:
For Teachers to be able order against their projects codes:
Under Staff View > Role tab – enter the project code as per screenshot:
Note: You can tick if they are a ‘Project coordinator’ or additional coordinator – or wish to record it for the future.
If they were set up in back office as a “Project coordinator” they will be able to see Order Entry without assigning a Role
For accounts payable or other staff to see all orders – set their security as per screen shot:
For administrators to set up Orders Workflows and Projects:
620 – Ledger Maintenance Tasks – allows to see all Project codes (e.g. Business Manager they can create orders without having roles allocated – as they may use a lot of different projects)
622 – Ledger Posting Acct Entry
623 – Ledger Budget Codes Maint
640 – Ledger Reports
To create workflows within Spider.
556 – Workflow Project Management
To set up orders workflows and projects – please see Manual for instructions on setting up
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