RDA Systems Inc

All of the Normal / Standard Processing Steps displayed below may, or may not, appear on your organization's task bar, and/or additional tasks not displayed below may appear. Differences between your task bar and the items displayed would be due to one or more of the following:

• Type of Organization (for example, school versus government)
• Modules / Features purchased (for example, Self Serve modules)
• Generic Setup Variables
• Customization

Please contact RDA support regarding specific questions related to your organization.

Process		Action	Reference
1		Recommended	How do I change the fiscal month and year default?
2		Required	How do I create a purchase order using the EZ screen?
3		Optional	How do I create a purchase order?
4		Required	How do I verify a purchase order?
5		Optional	If I only want to run the Audit Trail for a specific set of purchase orders, how would I do it?
6		Optional	How do I get a report of Purchase Orders that are ready for approval?
7		Optional	How do I approve a purchase order?

Final Tab

Process		Action	Reference
8		Recommended	How do I archive a purchase order?
9		Recommended	How do I email a purchase order?
10		Recommended	How do I print a purchase order?
11		Required	How do I distribute an encumbrance on a purchase order?
12		Required (Visibility determined in user security profile)	How do I post a purchase order?

Close Tab

13		Recommended	How do I close a purchase order that has a zero or less outstanding amount?
14		Recommended	How do I close canceled or voided purchase orders in mass?
15		Recommended	How do I close a single purchase order?
16		Recommended	How do I disencumber multiple closed purchase orders in mass?