Erin
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Activity overview
Latest activity by Erin-
Erin created an article,
PO - Workflow - Where Can I See Notes for a PO Line?
Question Where can I see notes from buyers and suppliers? Answer There are two ways that buyers and suppliers can communicate using notes. Using Messages - This allows buyers and suppliers to ...
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Erin created an article,
Invoice Automation - Accountant Workflow - Filtering Results Where You Are the Approver for Non PO View
What Are We Trying to Accomplish? Sometimes it's easiest to just see invoices that you need to approve. We now offer a button that allows you to filter the results sets to only items where you are...
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Erin created an article,
Invoice Automation - Accountant Workflow - Filtering Results by Status for Non PO View
What Are We Trying to Accomplish? Filtering results allows you to quickly get to the invoices you need to see based on status. Filters can help you search for non-po invoices based on what actions...
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Erin created an article,
PO - Workflow - Why Won't SourceDay Let Me Propose a Quantity of Zero
What Are We Trying to Accomplish? When a quantity of zero, or a negative quantity, is sent to most ERPs, it will result in the record not saving correctly. This means that the proposed change coul...
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Erin created an article,
RFQ - FAQ - How Will I Know When A Request For Quote is Expiring
Question If can be hard to keep track of all the requests for quotes that are out there. Will I be notified prior to the quote expiring? Answer Buyers and Suppliers will receive an email includi...
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Erin created an article,
Invoice Automation - Accountant Workflow - How Can I Tell if my Invoice Option Values are Missing a GL Code
What Are We Trying to Accomplish? It can be difficult to tell if an invoice option value does not have a GL code associated with the value. If there is not an GL code associated, the amount will n...
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Erin created an article,
PO - FAQ - My Dashboard Data is Slow to Load, How Can I Make It Load Faster
Question My dashboard view is taking a long time to load, how can I make it perform better? Answer We get intermittent complaints of system performance issues from customers using the PO dashboar...
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Erin created an article,
PO - FAQ - I Can't Find the Resources Link in the SourceDay Application
Question I am looking for how to get to the support site from the product and I can't find it. Answer You can find the link to the support site on all pages within the SourceDay application by go...
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Erin created an article,
PO - Supplier FAQ - What Does My Email Notification For New POs Look Like
Question As a supplier, I know that I should be receiving an email when a new PO is created, can you help me understand what that email looks like and what information it contains? Answer When yo...
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Erin created an article,
Getting Started with PO - Supplier Cliff Notes - The Basics
The Mission If you have completed in the in application training - congrats! You can skip this one and start with learning advanced actions. If you are new to us, this is an area that you can com...