COINS

VUM-006 COINS - How to setup or amend Draft Certificate Security
  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
VUM-005 COINS - How to add a buyer record
  Description   How to add / amend a user’s buyer record in COINS. This is to allow users to raise, amend and commit orders.  User limits are...
Wed, 15 Feb, 2023 12:13 PM
VGF-003 COINS - How to add a new GL Analysis Element Code
  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
VSM-003 COINS - Enabling Super Administrator Privileges
  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
VGT-001 COINS Changing Vistry Bank Account Details for Sectors
  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
VBI-002 COINS Changing Bank Account Details for Sectors in Document Designer
  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
VGF-001 COINS - How to enable or disable GL Elements for Manual Post
  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
VSA-003 COINS - How to backdate events in the Sales Workbench
  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
VBI-003 COINS - How to Import Dataset or Report and Page Definition
  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
VUM-012 COINS - Assigning Alternative User IDs
  Description This document is intended to highlight the requirement for Assigning Alternative User IDs in COINS. It is important that, where a user ...
Thu, 20 Jul, 2023 4:27 PM