ARM User Guide
Release Guide

ARM

    • About ARM Online Help
    • ARM Overview
    • Features and Components
      • AP Automation
      • Approvals
      • Attachments
      • Blanket Orders
      • Delegations
      • Draft Invoices
      • GL Account Mask Sequence
      • GL Budget Checking
      • Integrations
      • Pro-Forma Orders
      • Purchase Orders
      • Receiving
      • Request for Quote
      • Requisitions
      • Standing Orders
      • Tolerance
      • Transfer Orders
      • Users and Requesters
    • Logging in to ARM
    • Overview of the Interface
      • Top Menu Bar
      • Side Menu
      • Main Panel
      • Dashboard
    • Navigating the Interface
      • Menu Navigation
      • Dashboard and Notification Links
      • Navigating to Recent Documents
      • Searching
      • Breadcrumbs
      • Shortcuts between Screens
      • Navigating to Previous Page
      • Open Link in New Tab
    • Common Features in ARM
      • Workflow Diagram
      • Trackers
    • Creating a New Document
      • New Requisition
      • New Blanket Order
      • New Standing Order
      • New Template
      • New RFQ
      • New Draft Invoice
      • New AP Invoice
      • New AP Invoice - From Receipts
      • New AP Invoice - From Templates
    • Requisition Views
      • All Requisitions
      • Saved Requisitions
      • Submitted Requisitions
      • Approval Requisitions
    • Other Documents
      • Standing Orders
      • Templates
      • RFQs
      • PO Suggestions
    • Orders and Receiving
      • PFOs
      • Blanket Pro-Forma Orders
      • PO Creation
      • Purchase Orders
      • Receiving
      • Transfers Page
    • Search Attachments
    • Invoicing
    • Draft Invoices Page
      • Verified Vendors
      • Steps to Processing Draft Invoices
      • Opening the Draft Invoice Page
      • Duplicated Draft Invoice
      • Copying Draft Invoices to the Worklist
      • Creating a Draft Invoice
      • Editing an Automatically Generated Draft Invoice
      • Editing a Manually Created Draft Invoice
      • Uploading Invoice Files
      • Exporting Invoice Files
      • Locking Receipt Matching
    • AP Invoices Page
      • Opening AP Invoices
      • Creating an AP Invoice
      • Creating an AP Invoice from Receipts
      • Creating an AP Invoice from Template
      • Creating an AP Debit Memo
    • Integration Dashboard
      • Integration Agents
      • Integration Jobs
      • Error Management in ARM Integration Manager
    • Administration Page
      • Catalogue
      • Locations
      • Sites
      • Categories
      • Category Groups
      • Currencies
      • UOMs
      • Vendors
      • Vendor Groups
      • Product Tax Category
      • Tax Liability
      • GL Budget
      • AP Payments
      • Terms Codes
      • Users
      • Roles
      • Requester Groups
      • Requesters
      • Approvals Maintenance
      • Tolerance Settings
      • PunchOut
      • Validation Rules
      • Global Settings
      • Company Settings
      • Epicor Settings
      • Value Lists
      • Licensing
      • System Change Logs
      • Custom Form Designer
      • Scheduled Jobs
      • E-Mail Template Maintenance
    • Working with Requisitions
      • Searching for a Requisition
      • Viewing and Editing a Requisition
      • Submitting a Requisition
      • Approving a Requisition
      • Copying a Requisition
      • Deleting a Requisition
    • Working with Draft Invoices
      • Searching for a Draft Invoice
      • Editing a Draft Invoice
      • Submitting a Draft Invoice
      • Sending Draft Invoices for Review
      • Reviewing a Draft Invoice
      • Holding a Draft Invoice
      • Rejecting a Draft Invoice
      • Deleting Draft Invoices
    • Working with AP Invoices
      • Searching for an AP Invoice
      • Viewing and Editing an AP Invoice
      • Submitting an AP Invoice
      • Approving an AP Invoice
      • Rejecting an AP Invoice
      • Sending AP Invoice for Review
      • Reviewing an AP Invoice
      • Revising an AP Document
      • Re-submitting an AP Invoice
      • Copying an AP Invoice
      • Deleting an AP Invoice
    • Working with AP Debit Memos
      • Viewing and Editing an AP Debit Memo
      • Copying an AP Debit Memo
      • Deleting an AP Debit Memo
    • Other Administration Functions
      • Auto Send
      • User Delegation
      • Setting up for AP Invoice Automation
ARM 2025.2.2
  • ARM
    • 2025.2.2
  • ARM
  • Common Features in ARM

Common Features in ARM

ARM has features that can be accessed from many of the pages.

The following sections describe some of these.

Open Link in New Tab Workflow Diagram
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