Quick Reference Cards

  1. Frequently Asked Questions
  2. How to Submit a Change Request 
  3. How to Add a Trading Partner (Customer or Vendor)
  4. How to Create a Good Assign Key
  5. Customer / Vendor Statuses
  6. Document Statuses
  7. Editing User Security Settings
  8. Editing User Permissions
  9. How to Use & Customize the Dashboard
  10. Reporting

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FAQs

QRC FAQ1

QRC FAQ 2

How to Submit a Change Request

How to Submit a Change Request v3 04.2024

How to Submit a Change Request2 v3 04.2024

How to Set a Good Assign Key

How to Set a Good Assign Key v2 04.24

How to Add a Trading Partner

QRC AddCustomer1

QRC AddCustomer2

Customer / Vendor Statuses

QRC CustomerStatuses

Document Statuses

QRC DocumentStatuses

User Security Settings

QRC SecurityPermissions1

Editing User Permissions

QRC SecurityPermissions2

How to Use & Customize the Dashboard

QRC Dashboard

Reporting

QRC Reporting Tab