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Jason Chan

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Activity overview

Latest activity by Jason Chan
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    Jason Chan created an article,

    How to Import Approval Routing

    Goal: The following article outlines how to add additional User(s) to existing Approval Routing and update existing user approval routing permissions.  Steps: 1. Navigate to Settings → Manage App...

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    Jason Chan created an article,

    How to Remove or Allow the Ability for Requesters to Adjust Catalog Items within an Order

    Goal: Make field(s) unavailable to edit How to lock item fields Locking items so that they are uneditable Toggle "Catalock" for Product Catalog Items Disallow Users to edit product item fields on ...

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    Jason Chan created an article,

    How to Duplicate a Bill

    Goal: Duplicate a Draft, Pending Bill Make another copy of a Bill  Steps: Under the ACCOUNTS PAYABLE tab, select MANAGE BILLS Select either the All, Draft or Pending tab. (Only Draft and Pendi...

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    Jason Chan created an article,

    How to Update Purchasing Access within the Procurement List by Department

    Goal: Restrict user access to the Procurement List by Location AND by Department. Limit what Departments Order Items that a Purchaser has access to. Steps: Within Settings, select Manage Users ...