Main Help Contents

Main Help Page Version

User Security and Maintenance	Securing Protected Health Information
Index and Search:	Alphabetical Index - ERP Products (Materials Management, AP, GL only)	Search the Online Doc
User Performance Support:	Online Training	Contact the Help Desk
Release and Service Pack Notes:	What's New - Current Release	Last Release Notes	Previous, Older Release Notes
Glossary of Terms:	Dictionary
Process Flow Diagrams:	Process Flows
System Requirements & Settings:	System Settings
Navigation Tutorial:	Navigational Tour - MM, AP, GL	Shortcut Keys	Using Edit Panels
Features:

Accounts Payable	Administration and Setup	Sourcing and Contract Management	General Ledger
Invoicing Match PO Receipts with Invoices Create Invoice Match Detail Lines Create Manual Invoices Invoice Approval Processing Invoice Matching Keys Handle Exceptions Work with Invoice Groups Approve an Invoice Group Use Recurring Invoices Unapproved Invoice Accrual Excel Fields for Invoice Import Import Invoices into AP Payments Set Up Payment Profiles Make Payments & Process Checks Quick Payments Create Handwritten Checks Clear Checks Record Unused Checks Void/Reinstate Payments View AP Transactions Import Cleared Checks to AP Set up integrated payables Bill-only requisitions & POs Check Requests Work with 1099 Records Work with 1099-MISC Forms Work with 1099-NEC Forms Set Up for AP Set Up Distribution Charges Set Up AP Tables Create Discount Terms Create Payment Terms Set Up AP Tax Information Set Duplicate Invoice Num. Checking	Organizational Units Set Up an Organization Create a Department Record Set Up an Asset Location Assign Items to Asset Locations Dept Expense Code Allowances Vendor Administration Create a Vendor Record Set Up EDI Vendors Override AP Locs by Organization Restrict AP Location by Organization Restrict Buy-From Location by Org Multiple Orgs/Inventories Processing Across Organizations Item Transfers Across Organizations System - General Set System Values Define Invoice Match Tolerances Configure a Gateway Create a GPO Schedule "Batch" Jobs Set Duplicate Invoice Num. Checking GL Account Code Validation Create User-Defined Fields Set Up Links to Internet Pages Data Retention Limits Purge Obsolete Data Purge Archived Reports Import Vendor Data Purchasing Identify Buyers Set Up Approvers & Approval Groups Set Up Commodity Code Approvals Set Up Direct Delivery & Separate POs Tables Accounts Payable Tables Materials Tables Other Materials, AP, GL Setup Set Up AP Taxes Set Up Materials Taxes Work with GTIN Item Identifiers	Navigation and Introduction Import supply contracts Manage supply contracts Activate supply contract prices & resolve exceptions Use the Search page Create and edit User Notes Examine supply spend Examine services spend Spend definitions Work with savings Administration and security settings Set up schedules for batch jobs Using UNSPSC^® codes Work with user-defined fields Work with shared services contracts Set up and work with incentives Work with analysis projects Handle user-initiated/GPO price changes Using the Product Index Layer Using Dashboards Managing Unmatched Items Adding Vendors to a Contract	Use an Account Code Mask Account Mass Maintenance Use Project Codes with GL Accounts Allocate Account Dollars Fixed Allocation Example Ratio Allocation (Balance) Example Ratio Allocation (Amount) Example Work with Budgets Work with Journal Vouchers Journal Voucher Approval Processing Create Financial Reports Text Substitution Codes for Reports Financial Reports - Advanced Topics GL Account Code Validation Override Financial Report Rows Import GL Accounts GL Transactions from Invoice Matches Activities that Create GL Transactions Sample Financial Report
			ERP Mobile
			Mobile Application Security Administration
			EDI Transactions
			Set Up and Maintain EDI Vendors EDI POs, Confirmations, Invoice Matching Using EDI 820 Payments Processing Vendor Catalog EDI 832s EDI 856 Ship Notices
Import/Export	Materials Management		Navigation
Import/Export Item Records Import Vendor Data Replenish Automated Dispensing Units Export Materials & AP Transactions Export Item Data to Other Systems Configure a Gateway Import ADT Patient Data Import Invoices into AP Excel Fields for Invoice Imports Import Cleared Checks to AP Import GL Accounts Schedule Custom Exports Excel Fields for Req Import from Pyxis Import Transactions to Global AS400 Export Patient Charge Data Import Patient Charges	Overviews Requisition & Supply Process Overview Overview of Purchase Orders Response Formula Suggested Order List Calculation of Materials Statistics Response Formula Worksheet Item Catalog Use the Item Catalog Add an Item to the Catalog View Item Information Update an Item Record Change Item Vendor Info Change MIN for Same VINs Work with GTIN Item Identifiers Process Consignment Items Copy an Item Add Notes to Item Print Item Labels Delete an Item from the Catalog Reinstate a Deleted Item Link to Cardinal Healthcare Link to Internet Locations View Item Usage Work with Mixed UOMs Multi-Source Items Process Vendor Catalog EDI 832 Files Asset Locations Create an Asset Location Record Assign Items to Asset Locations Process Items Across Orgs Inter-Org Item Transfers Setup for Item Transfers Item Inventory / Warehouse View Item Inventory Information Assign Items to Asset Locations Make Quick Issues of Items Par Level Replenishment Create Order Guides Order Guide Quick Issues Maintain Par Carts & Order Guides Receive POs Release Requisitions for Picking Pick Requisition Items from Inventory Release Backorders Perform a Physical Inventory Dept-to-Dept Quick Credits Dept-to-Vendor Quick Credits View Receipts Cancel Receipts Print Item Labels Adjust Inventory Track Lot Numbers Set Up Checkpoints Create a Departmental Inventory	Departments Create a Department Record View Department Supply Data Monitor Item Usage & Cost Using Department Allowances Requisitioning Work With Requisitions Create Requisitions Order Guide Requisitions View Requisition Details Edit a Requisition Copy a Requisition Requisition Par Cart Items Requisition Approval Process Requisition Splitting Approval Process Flowchart Release Requisition for Pick Release Multiple Requisitions Quick Issues of Items Dept-to-Dept Quick Credits Dept-to-Vendor Quick Credits Apportion Non-File Line Charges Purchasing Work With Purchase Orders Create a Manual PO Create &View PO Notes Separate POs & Direct Delivery Confirm Prices & Authorize POs Fill/Kill Processing of POs Create Blanket POs Create Standing POs Work with Contracts Copy a PO Complete a PO Delete a PO Use the Suggested Order List Suggested Order List Example Send a FAX PO Email a PO Cancel a PO Receipt Use Vendor Punchout for Orders Apportion Non-File Line Charges EDI Processing EDI POs, Confirmations, Invoices Process Vendor Catalog EDI 832 Files Set Up & Maintain EDI Vendors Create EDI 820 Payments Patient Charges Record/Process Patient Charges Import ADT Patient Data	Navigational Tutorial Use the Edit Panel Work with Lists Use the Quick Filter Search a List Quick Click Make Notes on List Items Use Online Information
Reporting	Security & User Maintenance	Utilities	Vendors
Creating Custom (ad-hoc) Reports Creating Financial Reports in GL Substitution Text for Reports Financial Report Writing - Advanced Using the Reports Menu Examples of Quick Reports on Lists Administer Reports	Set Up & Maintain Users Quick User Setup: Copy User Settings Set Up Buyers, Approvers, & Approver Groups Mobile Application User Security Set System Values Define Invoice Match Tolerances	Set Out-of-Office Status Print Labels Change Your Password	Vendor Basics Create a Vendor Record Add a Buy-From Location Add an AP Location Set Up Vendor Accounts Rotate Among Vendors Set Up Vendor Access to Supply Chain Change MIN for Same VINs Merge/Move Vendor Records Suspend/"Unsuspend" Vendors Import Vendor Data Set Tolerances Delete a Vendor Record Set Up EDI Vendors View Vendor Statistics Set Up Vendor Access to Supply Chain Set Up and Use Vendor Punchouts Internal Departments as Vendors Create Vendor Groups Identify Vendor Order Cycles Pay OneTime Vendors with a Profile Handle Mixed UOMs for an Item Work with Contracts Vendor Approval Processing

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