System Overview
This is a System Overview in ERP DFW, Understanding the system architecture and settings is crucial for administrators and users alike.
System Overview
Workspace
Workspace like personalized dashboards for specific areas of your organization, such as Project or Department. Each Workspace brings together relevant data and shortcuts, allowing you to quickly access what you need.
DocType
DocType defines the structure and data fields for a particular type of document. This is like a sheet in Excel, each sheet (Purchase, Payment, etc.) has a different table or data, has the same tools (filter, search, etc.) and each sheet can be integrated into one Excel file.
Old Term to New Term
Statement of Need (SON)
Purchase Requisition (PRQ)
Purchase Request
Purchase Requisition (PRQ)
Request for Quotation (Bidding)
Request for Quotation (RFQ)
Purchase Order
Purchase Order (PO)
Goods Delivery Service
Purchase Invoice (PINV)
Travel Request Form (TRF)
Travel Request (TR)
Travel Request Approval Form (TRAF)
Travel Request (TR)
Cash Advance Request (CAR)
Cash Advance (CA)
Travel Expense Report (TER)
Expense Report (ER)
Travel Expense Reimbursement Report (TERR)
Expense Report (ER)
Cash Advance Settlement
Expense Report (ER)
Request Reimbursement
Expense Report (ER)
Payment Request
Payment Request (PR)
Bank Voucher
Voucher
Timesheet
Timesheet (TS)
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