Process Flows Linked List

PremierConnect ERP and SCM Process Flow Diagrams Version

This list contains links to explanatory process charts and components for various setup and operations processes in PremierConnect ERP and SCM.

Diagram	Description
ERP Flow Diagrams
Overview of ERP: Processing Supplies in PremierConnect ERP	A high-level overview of supply chain activities from a user's perspective.
Overview of Data: Application Components for Supply Chain Processing	An overview of the relationship between a site's organizational data components and the application's supply processing elements.
Approvals: The Approval Process for Invoices, Check Requests, Requisitions, and Vendors: Setup and Flow	How to identify approver users and set up approver groups. Outlines the logical flow of an invoice, requisition, check request, or new vendor through approvals.
Check Requests: Work with Check Requests	How to create check requests, process them through approvals, and make quick payments.
Invoices: Create and Match PO Invoices: Regular, Blanket, and Standing	How to create and match regular, blanket, and standing purchase order invoices.
Invoices: Invoice Matching - Overview	General picture of how to match invoices for regular POs. Also see matching invoices and matching PO invoices.
Invoices: Resolve Invoice Exceptions	How to review and resolve all invoice exception types: missing PO lines, quantity exceptions, price exceptions, invoicing receipt exceptions, tax exceptions, dollar limit exceptions for blanket POs, expiration date exceptions for blanket and standing POs, and total invoice exceptions.
Invoices: Create Manual Invoices	How to create manual invoices, approval processing, and payment.
Invoices: Process EDI 810 Invoices	How to process EDI 810s that come in from vendors, and handle import errors. Includes a pictoral overview of the EDI 810 invoice path, a summary of setup instructions.
Invoices: Work with Scanned Invoices	Displays the application's actions after you scan a paper invoice and how to work with a scanned invoice.
Journal Vouchers: The Approval Process for Journal Vouchers	Explains how to set up journal voucher approvals and the approval process.
Payments: Process Payments Using a Payment Run	How to create a payment run to generate payments for multiple invoices.
Payments: Create and Process Recurring (and Regular) Payments	Outlines how to create a recurring invoice template, process the template to create an "actual" recurring invoice, and create/complete a payment run for recurring invoices. Note: The payment run process diagram is also valid for creating reqular payments.
POs: Process Credit POs Using Return to Vendor Quick Credits	How to use Return to Vendor Quick Credits to create credit POs for returning items to vendors. Includes setup and credit review steps.
Requisitions: Requisition Approvals: Another View	The flow of a requisition through approvals. Displays requisitions only.
Vendors: The Structure of Vendor Records	The set of vendor data components in the application.
Vendors: Add, Edit, and Approve Vendors Manually	How to create new vendors manually and the approval process.
SCM Flow Diagrams
SCM Projects: Create and Work with a Project	Overviews the creation of a project, and provides detailed steps for working through a project, including: identifying items and spend for the project; creating RFPs and getting bids; bringing in benchmark prices; comparing prices among bids, benchmarks, and contracts; and awarding a contract.

PremierConnect ERP and SCM Process Flow Diagrams Version

PremierConnect ERP and SCM Process Flow Diagrams Version