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academy:business_overview_guide_purchasing_setup

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academy:business_overview_guide_purchasing_setup [2018/09/10 14:15] – emorenoacademy:business_overview_guide_purchasing_setup [2020/11/20 14:07] (current) – removed emoreno
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-====== QuickGuide: Set up Purchasing Administration Options ====== 
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-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:business_overview_guide_purchasing_setup?do=export_pdf&toclevels=2-3&book_title=QuickGuide: Set up Purchasing Administration Options| Click here to generate a PDF of this guide]]. 
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-<WRAP round intro>Use the following steps to establish the necessary settings to begin using Purchasing to create, submit, and approve requisitions. 
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-These steps are performed in the Security Administration, District Administration, and Business applications. 
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-</WRAP> 
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-=====Prerequisites===== 
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-This guide assumes you are familiar with the basic features of the TxEIS Business system and have reviewed the [[https://tcc-help.net/txeistest/business/doku.php/business_overview_guide|TxEIS Business Overview guide]].\\  \\   
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-=====Set up Security Administration Roles and Users===== 
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-  - ++Manage roles and users.|{{page>general:manage_roles_users&inline}}++ 
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-=====Set up Finance Purchasing Options===== 
-  - ++Set up Finance purchasing options.|{{page>general:setup_finance_purchasing_options&inline}}++ 
-  - ++Set the purchasing accounting period.|{{page>general:purchasing_accounting_periods&inline}}++ 
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-=====Set up District Administration Purchasing Options===== 
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-  - ++Add receiving addresses.|{{page>general:add_receiving_addresses&inline}}++ 
-  - ++Set up District Administration purchasing options.|{{page>general:setup_districtadmin_purchasing_options&inline}}++ 
-  - ++Set up user profiles.|{{page>general:setup_user_profiles&inline}}++ 
-  - ++Set up purchasing permissions.|{{page>general:setup_purchasing_permissions&inline}}++ 
-  - ++Add receiving addresses.|{{page>general:setup_purchasing_addresses&inline}}++ 
-  - ++Set up purchasing requestors.|{{page>general:setup_purchasing_requestors&inline}}++ 
-  - ++Restrict campus/department.|{{page>general:restrict_campus_department&inline}}++ 
-  - ++Set up purchasing credit card data.|{{page>general:setup_purchasing_credit_card_data&inline}}++ 
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academy/business_overview_guide_purchasing_setup.1536588954.txt.gz · Last modified: 2018/09/10 09:15 (external edit)

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