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Texas Skyward User Group Conference Purchasing: Setup Justin Hill – Clint ISD

Texas Skyward User Group Conference Purchasing: Setup Justin Hill – Clint ISD. Purchasing: Setup. This session will cover utilizing security, setting up purchasing groups, account filters and groups, and configuring the web programs for requisition entry and approval.

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Texas Skyward User Group Conference Purchasing: Setup Justin Hill – Clint ISD

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  1. Texas Skyward User Group Conference Purchasing: Setup Justin Hill – Clint ISD

  2. Purchasing: Setup This session will cover utilizing security, setting up purchasing groups, account filters and groups, and configuring the web programs for requisition entry and approval. • Security group setup and how to place a user into an existing group for requisition entry • How to add a purchasing group • Creating an account filter and group • Web program configuration options for requisition entry and approval

  3. Security Setup – PS\CA\SE\SG\WF

  4. Req/PO Group Setup – WF\PU\PS\CF\RP

  5. Account Filters – WF\AM\PS\CF\AC\AF

  6. Account Groups – WF\AM\PS\CF\AC\AG

  7. Requisition Entry Options – WF\PU\PS\CF\RE\RE

  8. Other Requisition/Purchasing Options

  9. End of presentation – Extra space for other notes

  10. Texas Skyward User Group Conference THANK YOU FOR ATTENDING!

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