Side Menu
Menu options available to the current logged-in user appear in the Side Menu.
All the menu items appear on the side menu for a user with the Administrator role.
Limited menu items appear on the side menu for a non-admin user.
Menu items depend on the logged-in user’s permissions.
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Select a menu item to open the related form or dashboard in the Main Panel.
| Items in the table below marked with an asterisk (*) are only available if the module is included in your organization’s license file. |
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All Requisitions |
Opens a list of all Requisitions. See All Requisitions. |
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Saved |
Opens a list of saved Requisitions. See Saved Requisitions. |
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Submitted |
Opens the list of submitted Requisitions. See Submitted Requisitions. |
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Approval |
Select to view a list of Requisitions to approve. See Approval Requisitions. |
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Standing Orders |
Opens the list of Standing Orders. See Standing Orders. |
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Templates |
Opens the list of Templates. See Templates. |
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RFQs |
Opens a list of RFQs. See RFQs. |
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PO Suggestions |
Opens a list of PO Suggestions. See PO Suggestions. |
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PFOs |
Opens a list of Pro-Forma Orders. See PFOs. |
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BLPFOs |
Opens a list of Blanket Pro-Forma Orders. See Blanket Pro-Forma Orders. |
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PO Creation |
Opens a list of Pro-Forma Orders that are ready for Purchase Order creation. See PO Creation. |
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Purchase Orders (POs) |
Opens a list of Purchase Orders. See Purchase Orders. |
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Receiving |
Opens a list of Purchase Orders to receive. See Receiving. |
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Transfers * |
Opens a list of Transfers. See Transfers. |
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Search Attachments |
Opens the Search Attachments page. See Search Attachments. |
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Draft Invoices * |
Opens the Draft Invoices. See Draft Invoices Page. |
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AP Invoices * |
Opens the AP Invoices. See AP Invoices Page. |
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Integration |
Opens the Integration dashboard. See Integration. |
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Administration |
Opens the Administration page. See Administration Page. |
