Budget: closing out a budget

The financial year is almost over and you are currently planning the next year budget. Before closing a previous year budget, there are few things to consider, such as: what to do with unreceived orders and unspent funds, and if you need to mark a budget as inactive....

Acquisition workflow: How to manage order

After creating a budget and a vendor’s profile, you may proceed with these steps: Create baskets Go to AcquisitionsSearch for your vendorClick on “New basket”Give your basket a nameSave your basketClick on “Add to basket” to order an...

Add custom fields to an order basket

Go to Administration > Additional fields Click on “Order baskets (aqbasket)” Click on “Create field” Fill out the form Enter the field name If you want a drop-down menu in that field, select an authorized value category, otherwise it will be...