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Quick Reference Cards

Selecting Quick Reference Cards

Following are quick-reference cards that you can print at your convenience for easy.

Click the link to locate the quick-reference card you are interested in. Then click the image for a full-screen, printable view. 

  1. Frequently Asked Questions

  2. How to Submit a Change Request 

  3. How to Create a Good Assign Key

  4. How to Add a Trading Partner (Customer or Vendor)

  5. Customer / Vendor Statuses

  6. Document Statuses

  7. User Security Settings

  8. User Permissions

  9. Using and Customizing the Dashboard

  10. Using the Reporting Tab

  11. Support Resources

Frequently Asked Questions

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 New Trading Partner (Customer or Vendor)

QRC AddCustomer1
QRC AddCustomer2

Customer / Vendor Statuses

QRC CustomerStatuses

Document Statuses

QRC DocumentStatuses

User Security Settings

QRC SecurityPermissions1

Editing User Permissions

QRC SecurityPermissions2

Using and Customizing the Dashboard

QRC Dashboard

Using the Reporting Tab

QRC Reporting Tab

 

Support Resources

Support v4.1 11.2024

 

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