Code source wiki de PECOS Admin

Contenu
 1: Administration of PECOS P2P is performed through a separate administration module. The P2P is highly customisable, so there are many administrative tasks involved with an organisation’s initial system setup as well as its ongoing maintenance.
 2: 
 3: The administration content is designed for all users of PECOS P2P who are designated as administrators and are assigned administration roles and permissions. It provides a source of reference for all setup and configuration activities and is laid out in easy to follow sections which cover each topic using a step by step approach. The following links provide a summary of all the administration content:
 4: 
 5: Setup Overview:
 6: 
 7: * [[System Setup>>PECOS Admin.System Setup]]
 8: 
 9: Organisational Configuration and Maintenance:
10: 
11: * [[Organisation Maintenance>>PECOS Admin.Organisation Maintenance]]
12: * [[Dynamic Options>>PECOS Admin.Dynamic Options]]
13: * [[Addresses>>PECOS Admin.Addresses]]
14: * [[Announcements>>PECOS Admin.Announcements]]
15: * [[Utilities>>PECOS Admin.Utilities]]
16: 
17: Financial Information:
18: 
19: * [[Financial Tracking>>PECOS Admin.Financial Tracking]]
20: * [[Procurement Cards>>PECOS Admin.Procurement Cards]]
21: * [[Multi Currency>>PECOS Admin.Multi Currency]]
22: 
23: Managing Supplier Profiles:
24: 
25: * [[Suppliers>>PECOS Admin.Suppliers]]
26: 
27: Catalogues and Category Codes:
28: 
29: * [[Catalogues>>PECOS Admin.Catalogues]]
30: * [[Product Category Codes>>PECOS Admin.Product Category Codes]]
31: 
32: Managing User Profiles:
33: 
34: * [[Users>>PECOS Admin.Users-1]]
35: * [[User Assignments>>PECOS Admin.User Assignments]]
36: 
37: User Access Permissions:
38: 
39: * [[Business Rule Groups>>PECOS Admin.Business Rule Groups]]
40: 
41: Workflow and Approval configuration:
42: 
43: * [[Approval Process>>PECOS Admin.The Approval Process]]
44: * [[Approval Roles>>PECOS Admin.Approval Roles]]
45: * [[Approval Plans>>PECOS Admin.Approval Plans]]
46: * [[Approval Rule Groups>>PECOS Admin.Approval Rule Groups]]
47: * [[Approval Reassignment>>PECOS Admin.Approval Reassignment-1]]
48: 
49: Appendices and Additional Information:
50: 
51: * [[Appendix A: Quick Reference Sheets>>PECOS Admin.Appendix A- Quick Reference Sheets]]
52: * [[Appendix B: Approval Plan Task Examples>>PECOS Admin.Appendix B- Approval Plan Task Examples]]
53: * [[Appendix C: Dynamic Documents>>PECOS Admin.Appendix C- Dynamic Documents]]
54: * [[Appendix D: Approval eMail & Audit Trail Keywords>>PECOS Admin.Appendix D- Approval eMail & Audit Trail Keywords]]
55: * [[Appendix E: Default Overrides>>PECOS Admin.Appendix E- Default Overrides]]
56: * [[Appendix F: Import and Export Utilities>>PECOS Admin.Appendix F- Import and Export Utilities]]
57: * [[Appendix G: Further Topics & Documentation>>PECOS Admin.Appendix G- Further Topics & Documentation]]
58: * [[Appendix H: Glossary of Terms>>PECOS Admin.Glossary of Terms]]
59: 
60: Additional guidance for system setup and administration of PECOS P2P can be found in the following guides:
61: 
62: **Budgeting** – For full information on budgeting and budget checking please refer to the ‘PECOS P2P Budget Checking Manual’.
63: **Workflow** – For additional information on Approval Plan configuration and Workflow Criteria please refer to the ‘PECOS P2P Workflow Criteria Guide’.
64: **Catalogues** – For further detail on managing catalogue loads for PECOS please refer to the ‘PECOS P2P Catalogue Load’ and the associated Catalogue Load Template.
65: **Reports** – For further information on Actuate Management Reports please refer to the '[[//PECOS P2P Reporting Guide//>>PECOS Reports.WebHome]]'.
66: **API’s** – For full details of all PECOS bulk loads and interfaces for importing and exporting data please refer to the appropriate system utility guide.