Copyright © 2018 Exostar, LLC All rights reserved.
Procure to Pay (P2P)
Administrator
Guide
September 2018
Copyright @ 2018 Exostar, LLC All Rights Reserved
2
Contents
Admin Center ................................................................................................................................................ 6
Company Administration .......................................................................................................................... 7
Company Maintenance ......................................................................................................................... 8
Maintain Company Details ................................................................................................................ 8
Create or Select a Company’s Users ................................................................................................. 9
Create a Company’s Cost Centers ................................................................................................... 10
Create a Company’s Nominal Codes ............................................................................................... 10
Branch Maintenance ........................................................................................................................... 11
Maintain Branch Details .................................................................................................................. 11
Maintain Branch Address ................................................................................................................ 12
Create or Select a Branch’s Departments ....................................................................................... 13
Create or Select a Branch’s Users ................................................................................................... 13
Maintain Branch Tolerances ........................................................................................................... 14
Department Maintenance .................................................................................................................. 15
Maintain Department Details ......................................................................................................... 15
Maintain Department Address ....................................................................................................... 16
Create or Select a Department’s Users ........................................................................................... 17
Create or Select a Department’s Sub-Departments ....................................................................... 18
Add or Remove a Department’s Cost Centers (using multi-select) ................................................ 18
Maintain a Department’s Delivery Points ....................................................................................... 20
Cost Center Maintenance ................................................................................................................... 21
Maintain Cost Center Details .......................................................................................................... 21
Add or Remove a Cost Center’s Nominal Codes (using multi-select) ............................................. 21
Add or Remove a Cost Center’s Departments (using multi-select) ................................................ 23
Add or Remove a Cost Center’s Projects (using multi-select) ........................................................ 24
User Maintenance ............................................................................................................................... 25
Maintain User Details...................................................................................................................... 25
Maintain User Contact Details ........................................................................................................ 27
Add or Remove a User’s Accessible Companies ............................................................................. 28
Add or Remove a User’s Departments............................................................................................ 28
Add or Remove a User’s Department Groups ................................................................................ 29
Select or Deselect a User’s Roles .................................................................................................... 30
