This list contains links to explanatory process charts and components for various setup and operations processes in PremierConnect ERP and SCM.
Diagram | Description |
ERP Flow Diagrams |
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A high-level overview of supply chain activities from a user's perspective. |
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An overview of the relationship between a site's organizational data components and the application's supply processing elements. |
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How to identify approver users and set up approver groups. Outlines the logical flow of an invoice, requisition, check request, or new vendor through approvals. |
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How to create check requests, process them through approvals, and make quick payments. | |
How to create and match regular, blanket, and standing purchase order invoices. | |
General picture of how to match invoices for regular POs. Also see matching invoices and matching PO invoices. | |
How to review and resolve all invoice exception types: missing PO lines, quantity exceptions, price exceptions, invoicing receipt exceptions, tax exceptions, dollar limit exceptions for blanket POs, expiration date exceptions for blanket and standing POs, and total invoice exceptions. | |
How to create manual invoices, approval processing, and payment. | |
How to process EDI 810s that come in from vendors, and handle import errors. Includes a pictoral overview of the EDI 810 invoice path, a summary of setup instructions. | |
Displays the application's actions after you scan a paper invoice and how to work with a scanned invoice. |
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Explains how to set up journal voucher approvals and the approval process. | |
How to create a payment run to generate payments for multiple invoices. | |
Outlines how to create a recurring invoice template, process the template to create an "actual" recurring invoice, and create/complete a payment run for recurring invoices. Note: The payment run process diagram is also valid for creating reqular payments. |
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How to use Return to Vendor Quick Credits to create credit POs for returning items to vendors. Includes setup and credit review steps. | |
The flow of a requisition through approvals. Displays requisitions only. |
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The set of vendor data components in the application. |
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How to create new vendors manually and the approval process. | |
SCM Flow Diagrams |
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Overviews the creation of a project, and provides detailed steps for working through a project, including: identifying items and spend for the project; creating RFPs and getting bids; bringing in benchmark prices; comparing prices among bids, benchmarks, and contracts; and awarding a contract. |
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