COINS
Description
This document is designed to capture the naming convention of new functions (pages and reports) which are to be created within the ...
Tue, 14 Mar, 2023 11:03 AM
Description
COINS How to setup or amend Draft Certificate Security for new starters or change of access requests.
Process
Pre-Requisite...
Wed, 15 Feb, 2023 12:14 PM
Description
How to add / amend a user’s buyer record in COINS.
This is to allow users to raise, amend and commit orders.&am...
Thu, 31 Oct, 2024 4:37 PM
Description
How to add a GL Analysis Element code. This is used for a third level of analysis on GL expense accounts where mapping across secto...
Wed, 15 Feb, 2023 12:13 PM
Description
This document details the steps to take to enable Super Administrator Privileges in a COINS environment.
Process
First ra...
Wed, 15 Feb, 2023 12:25 PM
Description
A user may request a change to the bank account details for one of our sectors should they be wrong or need to be updated. The requ...
Tue, 14 Mar, 2023 11:02 AM
Description
This document details how to change bank details held within the Contract Sales Certificate and Sales Ledger Invoice documents with...
Tue, 14 Mar, 2023 11:02 AM
Description
How to manage GL Expense Codes and enabling / disabling them for Manual Posting when required in the standard GL Elements Page.
T...
Tue, 4 Apr, 2023 11:20 AM
Description
This solution covers how to backdate a Sales event in the Sales Workbench when requested by a user.
Process
Step 1 – Ge...
Tue, 4 Apr, 2023 11:20 AM
Description
COINS – How to Import Dataset or Report and Page Definitions.
When reports and/or pages are created in non-live environments they...
Thu, 20 Jul, 2023 5:21 PM