Related Articles
Instance Settings
Configure parameters specific to an instance in the application. Add/update the instance’s name, logo, and currency; assign an owner; and configure access permissions. Role Required: SDAdmins Configure Instance Settings Go to Setup > Instance ...
Add Payment Details
Role Required: SDAdmin; Technicians with Edit permission for Purchase Once the approvers approve the purchase order, you can add the payment details. Go to the Purchases module and open your preferred purchase order. In the purchase order details ...
View Purchase Order Details
Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase After raising a purchase order, you can track its updates, approval status, invoice, payment, related conversations, and more from the purchase order details page. To view ...
Add New Contract
Role Required: SDAdmin, Users with Add permissions Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions on the application header. Select the template for creating the contract and fill out the ...
Purchase Management
Default Values Configure default values to be populated in the new purchase order (PO) form. You can set default values such as the default currency, default tax rate, billing & shipping address, and terms & conditions of the purchase. Configure ...