Wiki source code of 3 PECOS Admin
Last modified by Admin User on 2023/06/30 10:26
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| 1 | Administration of PECOS P2P is performed through a separate administration module. The P2P is highly customisable, so there are many administrative tasks involved with an organisation’s initial system setup as well as its ongoing maintenance. | ||
| 2 | |||
| 3 | The administration content is designed for all users of PECOS P2P who are designated as administrators and are assigned administration roles and permissions. It provides a source of reference for all setup and configuration activities and is laid out in easy to follow sections which cover each topic using a step by step approach. The following links provide a summary of all the administration content: | ||
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| 5 | Setup Overview: | ||
| 6 | |||
| 7 | * [[System Setup>>PECOS Admin.System Setup]] | ||
| 8 | |||
| 9 | Organisational Configuration and Maintenance: | ||
| 10 | |||
| 11 | * [[Organisation Maintenance>>PECOS Admin.Organisation Maintenance]] | ||
| 12 | * [[Dynamic Options>>PECOS Admin.Dynamic Options]] | ||
| 13 | * [[Addresses>>PECOS Admin.Addresses]] | ||
| 14 | * [[Announcements>>PECOS Admin.Announcements]] | ||
| 15 | * [[Utilities>>PECOS Admin.Utilities]] | ||
| 16 | |||
| 17 | Financial Information: | ||
| 18 | |||
| 19 | * [[Financial Tracking>>PECOS Admin.Financial Tracking]] | ||
| 20 | * [[Procurement Cards>>PECOS Admin.Procurement Cards]] | ||
| 21 | * [[Multi Currency>>PECOS Admin.Multi Currency]] | ||
| 22 | |||
| 23 | Managing Supplier Profiles: | ||
| 24 | |||
| 25 | * [[Suppliers>>PECOS Admin.Suppliers]] | ||
| 26 | |||
| 27 | Catalogues and Category Codes: | ||
| 28 | |||
| 29 | * [[Catalogues>>PECOS Admin.Catalogues]] | ||
| 30 | * [[Product Category Codes>>PECOS Admin.Product Category Codes]] | ||
| 31 | |||
| 32 | Managing User Profiles: | ||
| 33 | |||
| 34 | * [[Users>>PECOS Admin.Users-1]] | ||
| 35 | * [[User Assignments>>PECOS Admin.User Assignments]] | ||
| 36 | |||
| 37 | User Access Permissions: | ||
| 38 | |||
| 39 | * [[Business Rule Groups>>PECOS Admin.Business Rule Groups]] | ||
| 40 | |||
| 41 | Workflow and Approval configuration: | ||
| 42 | |||
| 43 | * [[Approval Process>>PECOS Admin.The Approval Process]] | ||
| 44 | * [[Approval Roles>>PECOS Admin.Approval Roles]] | ||
| 45 | * [[Approval Plans>>PECOS Admin.Approval Plans]] | ||
| 46 | * [[Approval Rule Groups>>PECOS Admin.Approval Rule Groups]] | ||
| 47 | * [[Approval Reassignment>>PECOS Admin.Approval Reassignment-1]] | ||
| 48 | |||
| 49 | Appendices and Additional Information: | ||
| 50 | |||
| 51 | * [[Appendix A: Quick Reference Sheets>>PECOS Admin.99\. Appendices.Appendix A- Quick Reference Sheets.WebHome]] | ||
| 52 | * [[Appendix B: Approval Plan Task Examples>>PECOS Admin.99\. Appendices.Appendix B- Approval Plan Task Examples.WebHome]] | ||
| 53 | * [[Appendix C: Dynamic Documents>>PECOS Admin.99\. Appendices.Appendix C- Dynamic Documents.WebHome]] | ||
| 54 | * [[Appendix D: Approval eMail & Audit Trail Keywords>>.99\. Appendices.D\: Approval Keywords.WebHome]] | ||
| 55 | * [[Appendix E: Default Overrides>>PECOS Admin.99\. Appendices.Appendix E- Default Overrides.WebHome]] | ||
| 56 | * [[Appendix F: Import and Export Utilities>>.99\. Appendices.Appendix F- Import and Export Utilities]] | ||
| 57 | * [[Appendix G: Further Topics & Documentation>>.99\. Appendices.G: Further Topics & Documentation]] | ||
| 58 | * [[Appendix H: Glossary of Terms>>.99\. Appendices.Glossary of Terms]] | ||
| 59 | |||
| 60 | Additional guidance for system setup and administration of PECOS P2P can be found in the following guides and manuals: | ||
| 61 | |||
| 62 | **Budgeting** – For full information on budgeting and budget checking please refer to the ‘**PECOS P2P Budget Checking Manual**’: '[[//P2P Documents//>>PECOS Documents.WebHome]]'. | ||
| 63 | **Workflow** – For additional information on Approval Plan configuration and Workflow Criteria please refer to the ‘**PECOS P2P Workflow Criteria Guide**’ '[[//P2P Documents//>>PECOS Documents.WebHome]]'. | ||
| 64 | **Catalogues** – For further detail on catalogue loading for PECOS P2P please refer to the ‘**PECOS P2P Catalogue Load**’: '[[//P2P Documents//>>PECOS Documents.WebHome]]' and the associated Catalogue Load Template. | ||
| 65 | **Reports** – For further information on Actuate Management Reports please refer to the **P2P Reporting Guide**: '[[//P2P Documents//>>PECOS Documents.WebHome]]' or the P2P Reports help pages: '[[//P2P Reports//>>PECOS Reports.WebHome]]'. | ||
| 66 | **PECOS Catalogue Manager (PCM)** – For further detail on validating, uploading and publishing catalogues directly through the PCM module please refer to the ‘**PECOS Catalogue Manager User Guide**’: '[[//P2P Documents//>>PECOS Documents.WebHome]]'. | ||
| 67 | **API’s** – For full details of all PECOS bulk loads and interfaces for importing and exporting data please refer to the appropriate system utility guide available from the Elcom Service Desk. |