Quick Reference Guides
Adding a New User
Go to Admin > Users Add Complete the necessary fields. (R) - indicates a required field. User ID (R)– if using Single Sign On enter the users email address Auth Type - if using Single Sign On (Microsoft or Google) Homescreen – Dashboard is a popular ...
Entering Account Codes by ASN
To enter account codes by ASN, type a ; (semi-colon) followed by the ASN. Click on the Account in the search results to select.
Emailing a Document from SCView
Go to Search 1. Select the Doc Type 2. Complete any search criteria 3. Search 4. Double-click on the document you want to send 5. Right-click on the document you want to email and choose Email 6. Complete the email criteria and Send
Amazon Requisitions – Update Account Codes: Detail Requisition
Once items are added from the Amazon cart, complete the following steps to update the account code for all items: Click on the top row to highlight it Click Edit Line Enter the account code for the first item by searching by Acct. Description or Code ...
Updating Notification Times on Workflows
Updating Notification Times on Workflows Quick Guide Admin > Workflows Go to Admin Workflows Highlight the Workflow Edit Workflow Select/DeSelect the Notification times Save to save changes