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CloudSuite Industrial Value+ Content User Guide
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About this guide
Overview
Enterprise automations
Statistical Process Trend Analysis
Authorization and security
Prerequisites
Security roles
Process flow for SPC Trend Analysis
Troubleshooting
Make vs Buy
Authorization and security
Prerequisites
Security roles
Process flow for Make vs Buy
Bill of Lading
Authorization and security
Prerequisites
Security roles
Logging in and defining user parameters
Process flow for Bill of Lading
Best Practices and tips
Customer Order Creation
Authorization and Security
Prerequisites
Security roles
Logging In and Defining User Parameters
Create and configure the RPA job
Process Flow for Customer Order Creation
Review Center
IDM Storage and Traceability
Troubleshooting
Notifications
Best Practices and tips
Invoice Processing
Authorization and security
Prerequisites
Security roles
Logging in and defining user parameters
Process flow for Invoice Processing
Standard Purchase Orders
PO Exception Flow
Process flow for Non-Purchase Invoice (Expense invoice)
Tax (Single & Dual Tax)
Default GL Distribution
Duplicate Invoices
Duplicate Invoice validation
Multi-Page PDF Handling
Best practices and tips
Troubleshooting
PO Line Price Change
Authorization and security
Prerequisites
Security roles
Defining User Arguments
Creating and configuring the RPA job
Setting Purchasing Parameters
Working Directory Structure
Process flow for PO Line Price Change
Considerations
Best practices
Troubleshooting
Exception Handling
RMA
Authorization and security
Prerequisites
Security roles
Roles and Responsibilities
Logging In and Defining User Parameters
Process flow for RMA Automation
Creating an RMA Request
Reviewing and Updating Restocking Fee
Accessing the Restocking Fee Tab
Modifying Restocking Fee Values
Item Control Type Handling
Approval of RMA Creation
Approval of Return Transactions
Credit Memo Creation
Exception Handling
Insights
Advanced workspaces
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