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Build the group that decides what a login sees

Build the group that decides what a login sees

Give your suppliers a login to your matching results · presentation 2 of 3 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Give your suppliers a login to your matching results · presentation 2 of 3

Build the group that decides what a login sees

You can create a Consolidated Arap group for one supplier, name it and code it so that it claims exactly that supplier's e-invoices and…

The group

Step 1 — Know what a Consolidated Arap group is

You will know what you are about to create.

What this step names
  1. Creating one asks for an Acc Code and an Acc Name
  2. Both required
  3. The saved group has tabs for Main
  4. Entity
  5. Login
  6. Applet Catalog

Step 2 — Name the group the way the supplier names itself

Your supplier's e-invoices will find their group.

What you do
  1. Take the wholesaler's name from one of their actual e-invoices, letter for letter…

Step 3 — Choose a code no other supplier's name contains

Your group will claim one supplier's e-invoices and nobody else's.

What you do
  1. Use a distinctive code, and look at every existing group before you save

Step 4 — Put only that supplier's records in the group

The group will hold the records your receipts are raised against.

What you do
  1. Keep a group to one supplier

Prove it

Step 5 — Check the stamp before you invite anyone

You will know the group works before the supplier finds out it does not.

What you do
  1. Fix the name or code, then Reprocess an invoice read from a PDF…

NarrationSlide 1 of 8

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What a supplier login shows, and what must be true first — transcriptBuild the group that decides what a login sees — transcript