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Understanding and defining Roles

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SoftCo Knowledge Hub - DEMO SITE ONLY

Documentation
SoftCoAI+
SoftCoAI+
- General topics
  General topics
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    Two factor authentication
    
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  - Language
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    Getting started
    
    Getting Started
    
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- AP automation
  AP automation
  - Contents
  - General
    General
    
    Accessing the AP automation module
    
    Invoice lifecycle
    
    AP FAQs
  - Invoice capture
    Invoice capture
    
    Contents
    
    Email collector
    
    Invoice email guidelines
    
    OCR import
    
    SoftCo Bureau
    
    WebCapture app
    
    Manual upload
    
    EDI file import
    
    Vendor Portal
  - Initial invoice validation
  - PO invoices
    PO invoices
    
    Processing PO invoices
    
    Matching
    
    Matching
    
    Smart match
    
    Tolerance settings
    
    Automatically matched
    
    Manual match
    
    Merging rows
    
    Match a single-row PO
    
    Send for rematch
    
    Alerts & Exceptions
    
    Receipt based matching (RBM)
    Receipt based matching (RBM)
    
    Processing receipt-based invoices
    
    Amending merged rows
    
    RBM manual matching
    
    Coding
    Coding
    
    About invoice coding
    
    PO invoice Coding tab
    
    Difference coding
    
    Routing
    Routing
    
    Routing PO Invoices
    
    Sending manually approved PO invoices to the ERP
    
    Surcharges
    Surcharges
    
    Overview
    
    Process a surcharge for a PO invoice
    
    Unprocess a surcharge for PO invoice
  - Non-PO invoices
    Non-PO invoices
    
    Processing non-PO invoices
    
    Coding
    Coding
    
    About invoice coding
    
    Coding non-PO invoices
    
    Smart Code
    
    Applying tax codes
    
    Routing
    Routing
    
    Routing non-PO invoices
    
    Handling a manually approved non-PO invoice
    
    Alerts & Exceptions
    
    Surcharges
    Surcharges
    
    Overview
    
    Process a surcharge
  - Contract invoices
    Contract invoices
    
    Processing contract invoices
    
    Matching
    Matching
    
    Contract matching overview
    
    Matching an invoice manually
    
    Unmatching an invoice row
    
    Exceptions
    
    Coding
    Coding
    
    About invoice coding
    
    Contract invoice Coding tab
    
    Coding contract invoice installments
    
    Routing
    Routing
    
    Routing contract invoices
    
    Reviewing auto-matched invoices
  - Credit notes
  - Additional invoice tasks
    
    Additional invoice tasks
    
    Supporting documents
    
    Mass routing
    
    Goods received note
    
    Subsequent invoice
    
    Bill of lading
    
    Duplicate invoices
    
    Rejected invoices
    
    Queries ready for action
    
    Neglected invoices
    
    On hold invoices
    
    Unassigned invoices
    
    Deleted invoices
  - Reviewing and approving
    Reviewing and approving
    
    Actioning invoices
    
    Internal AP approval matrix
    
    Coding invoices as a verifier or approver
    
    Responding to an invoice query
    
    Receipting invoices
    
    Verify, approve or reject an invoice
  - Exporting to ERP
    Exporting to ERP
    
    Exporting invoice data to the ERP system
    
    ERP exceptions
    
    Ready for payment
  - Monitoring
  - Reporting
    
    Reporting
    
    Activity
    
    Accruals
- Procure-to-Pay
  Procure-to-Pay
  - About P2P
  - Pre-Approved Spend
    Pre-Approved Spend
    
    Pre-Approved Spend (PAS)
    
    Getting started
    
    Create
    Create
    
    Creating a PAS
    
    Add an attachment to a PAS
    
    Copy a previous PAS
    
    Actions
    Actions
    
    PAS actions
    
    Send for approval
    
    Verify, approve or reject
    
    Search for a PAS
    
    Amend an approved PAS
    
    Outcomes
    Outcomes
    
    PAS outcomes
    
    When a PAS is approved
    
    When a PAS is rejected
    
    When requisitions are created based on a PAS
    
    When invoices are received against a PAS
    
    Statuses
    Statuses
    
    PAS statuses
    
    On hold PAS
    
    Unassigned PAS
    
    Deleted PAS
    
    Neglected PAS
  - Procurement
    Procurement
    
    Contents
    
    Process flows
    
    Getting started
    Getting started
    
    Order products or services
    
    Complete a requisition
    
    Send to Buyer Handling
    
    Send for approval
    
    Actions
    Actions
    
    Process the Buyer Handling queue
    
    Verify, approve or reject
    
    Outcomes
    Outcomes
    
    Approval
    
    Rejection
    
    When a requisition-order fails
    
    Statuses
    Statuses
    
    On hold
    
    Unassigned
    
    Deleted
    
    Neglected
    
    Procurement reports
    
    FAQs
  - Orders
    Orders
    
    Contents
    
    Process flow
    
    About Orders
    
    Viewing Orders & GRNs
    
    Searching for a GRN
    
    Receipting
    
    Closing an Order
  - Contracts
    Contracts
    
    Contracts module
    
    Getting started
    
    Contract process flow
    
    Create a new contract
    
    Create a new contract
    
    Copy existing contract
    
    Contract types
    
    Supplier
    
    Customer
    
    HR
    
    Self-billing
    
    Budget
    
    Installment
    
    Actions
    
    Actions
    
    Search for a contract
    
    Add new pages
    
    Add supporting documents
    
    Route a contract for approval
    
    Verify, approve, or reject a contract
    
    Cancel a contract
    
    Set reminders
    
    Terminate a contract
    
    Outcomes
    
    Outcomes
    
    When a contract is approved
    
    When a contract is rejected
    
    Statuses
    
    Statuses
    
    On hold
    
    Unassigned, deleted & neglected
    
    Reporting
  - Suppliers
    Suppliers
    
    Supplier Management
    
    Getting started
    
    Managing suppliers
    
    Managing suppliers
    
    Onboarding
    
    Mandatory documents
    
    Processing
    
    Portal
    Portal
    
    Invite suppliers
    
    Amendment requests
    
    Query management
    
    Query management
    
    Getting started
    
    Create a query
    
    Process a query
  - Archive/Cloud storage
    
    Archive/Cloud storage
    
    Overview
    
    Archive module
    
    Cloud storage
  - Supporting Documents
    
    Supporting Documents
    
    Search documents
    
    View a document
    
    Print a document
- Admin
  Admin
  - SoftCo10 licence
  - Admin module
    Admin module
    
    Contents
    
    General
    General
    
    Drag and drop
    
    Editor view
    
    Field features
    
    Lock settings
    
    Result set functions
    
    Twin selector
    
    Access control
    Access control
    
    Contents
    
    Users
    Users
    
    About users
    
    Create new user
    
    Create user from user template
    
    Security settings
    
    User organizations
    
    Aliases
    
    User access control
    
    Assigning roles to a user
    
    Groups tab
    
    Workflow
    
    Print user details
    
    Search user
    
    Groups
    Groups
    
    User groups
    
    Creating a group
    
    Group operations
    
    Roles
    Roles
    
    Understanding and defining Roles Understanding and defining Roles
    Table of contents
    
    Assigning roles to a user
    
    Create new role
    
    Role descriptions
    
    Print roles
    
    User templates
    User templates
    
    Working with user templates
    
    Indexes
    Indexes
    
    Indexes
    
    Rule actions
    
    Rule conditions
    
    Rule action/rule condition examples
    
    Audit logs
    
    Workflows
    Workflows
    
    Workflows
    
    Coding models
    
    Routing models
    
    System
    System
    
    System
    
    Master data
    
    System messages
  - Archive (restricted)
    
    Archive (restricted)
    
    Create a new index
    
    Create and assign access keys
    
    Add a virtual folder
  - IS
    IS
    
    IS definitions
    
    IS dashboard
  - Customer support portal
    Customer support portal
    
    Customer Support Portal
    
    Assess the customer support portal
    
    Request a new account
    
    Log a new ticket
    
    Track your tickets
    Track your tickets
    
    Track your tickets
    
    Ticket views
    
    Update/reply to a ticket
    
    Add people to a ticket
    
    Closing tickets
    
    Exporting tickets
    
    Knowledge Base/solutions articles
    
    Log out of customer support portal
- Exceptions and notification codes
  Exceptions and notification codes
  - Notifications reference
  - Code index
    Code index
    
    10010 - Matching amount not set
    
    10020 - Matching QTY > QTY available
    
    10030 - Case has been updated
    
    10040 - Document checked out
    
    10050 - Counter limit exceeded
    
    10060 - Counter limit configuration error
    
    10070 - Currency conversion error
    
    10080 - Currency invalid
    
    10090 - Currency not configured for specified date
    
    10100 - Difference/Variance coding applied
    
    10110 - Duplicate invoice
    
    10120 - Estimated unit price
    
    10130 - Invalid field value
    
    10140 - Fixed rate in use
    
    10150 - Fixed unit price mismatch
    
    10160 - PO fully invoiced
    
    10170 - Installment tolerance exceeded
    
    10180 - Invoice gross amount tolerance exceeded
    
    10190 - Custom notification
    
    10200 - Unmatched amount
    
    10210 - Custom notification
    
    10220 - Case locked by another user
    
    10230 - Invoice > max invoice amount limit
    
    10240 - Max invoice count exceeded
    
    10250 - Max invoice amount exceeded
    
    10260 - PO row multiple references
    
    10270 - Contract not found
    
    10280 - No available PO rows found
    
    10290 - PO not found
    
    10300 - No PO rows found
    
    10310 - No valid rows found
    
    10320 - PO row not receipted
    
    10330 - Match AM-L1
    
    10340 - Match AM-L2
    
    10350 - Match CM-L2
    
    10360 - Match CM-L3
    
    10370 - Match CM-L4
    
    10380 - Match CM-L5
    
    10390 - Match CM-L6
    
    10400 - Too many PO rows available
    
    10410 - Partial invoice
    
    10420 - PO row partially invoiced
    
    10430 - PO row partially receipted
    
    10440 - Invoice row QTY not specified
    
    10450 - Routing blocked
    
    10460 - Rule check failed
    
    10470 - Rounding rules applied
    
    10480 - Subsequent PO invoice
    
    10490 - Surcharge added
    
    10500 - PO row price tolerance exceeded
    
    10510 - Too many PO row combinations
    
    10520 - Too many candidate PO rows
    
    10530 - Currency mismatch
    
    10540 - Supplier mismatch
    
    10550 - Product code not found
    
    10560 - Unlimited installment match
    
    10570 - General issue
    
    10580 - Insufficient permissions
    
    10590 - VF validation error
    
    10600 - VF configuration error
    
    10610 - Currency conversion error
    
    10620 - Product mismatch
    
    10630 - BoL partial row match
    
    10640 - BoL partial quantity match
    
    10650 - BoL invalid
    
    10660 - Discount/Excess coding applied
    
    10670 - User account disabled
    
    10680 - Match A-OL
    
    10690 - GRN supplier mismatch
    
    10700 - Unlimited QTY match
    
    10710 - Partial match on price
    
    10720 - Partial match on quantity
    
    10730 - Partial match on amount
    
    10740 - Match on price within tolerance
    
    10750 - Partial match on price within tolerance
    
    10800 CM5 (EEEEE)
    
    10805 CM5T (EEETT)
    
    10810 CM4 (E-EEE)
    
    10815 CM4P (EEPE-)
    
    10820 CM4T (E-ETT)
    
    10825 CM4PT (EEPT-)
    
    10830 CM3 (EE--E)
    
    10835 CM3P (EE--P)
    
    10836 CM2X (EE---)
    
    10837 CM3X (EEE--)
    
    10840 AMGS1 (E---E)
    
    10841 AMGS1T (E---T)
    
    10845 AMGS2 (E---E)
    
    10846 AMGS2T (E---T)
    
    10850 AMGR (E---E)
    
    10851 AMGRT (E---T)
    
    10855 CM3P (E-PE-)
    
    10860 CM2 (E---E)
    
    10861 AM2P (E---P)
    
    10862 AM2P1 (E---P)
    
    10865 CM3PT (E-PT-)
    
    10870 - Match CM-2P
    
    10880 AMH1 (E---E)
    
    10881 AMH1T (E---T)
    
    10890 AMH2 (E---E)
    
    10891 AMH2T (E---T)
    
    10892 AMH3 (E---P)
    
    10895 - Match AM-MRR1 All PO rows
    
    10896 - Match AM-MRR2
    
    10897 RBM (E----)
    
    10898 RBM (E----)
    
    10899 RBM (E----)
    
    10900 – Supplier not set
    
    10910 – PO number cannot be determined
    
    10920 – Header surcharge amount must be included in the Net Amount
    
    10930 – Header surcharge amount must be excluded from the Net Amount
    
    10935 – Surcharge amount limit exceeded
    
    10940 – Invalid service response
    
    10990 – Suggested QTY > available QTY
    
    10991 – Suggested unit price <> fixed unit price
    
    10992 – Suggested amount > amount available
    
    11010 - Contract exact match
    
    11020 - Contract partial match
    
    11030 - Contract match within due date tolerance
    
    11040 - Contract budget match
    
    11200 CCM5 (EEEEE)
    
    11215 CCM4P (EEPE-)
    
    11255 CCM3P (E-PE-)
    
    11310 CCM4 (E-EEE)
    
    11320 CCM4T (E-ETT)
    
    11350 CAMGR (E---E)
- Release notes
  Release notes
  - SoftCo10 releases
  - 10.8.3
  - 10.8.2
  - 10.8.1
    10.8.1
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.8.0
    10.8.0
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.7.5
    10.7.5
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.7.4
    10.7.4
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.7.3
    10.7.3
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.7.2
    10.7.2
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.7.1
    10.7.1
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.7.0
    10.7.0
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.6.7
    10.6.7
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.6.6
    10.6.6
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
  - 10.6.5
    10.6.5
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.6.4
    10.6.4
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.6.3
    10.6.3
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.6.2
    10.6.2
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
  - 10.6.1
    10.6.1
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.6.0
    10.6.0
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.5.7
    10.5.7
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.5.6
    10.5.6
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.5.5
    10.5.5
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.5.4
    10.5.4
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.5.3
    10.5.3
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
  - 10.5.2
    10.5.2
    
    Contents
    
    Technical overview
    
    Highlights
    
    Enhancements
    
    Known issues
  - 10.5.1
    10.5.1
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Known issues
  - 10.5.0
    10.5.0
    
    Contents
    
    Technical overview
    
    Highlights
    
    Product enhancements
    
    Fixes
    
    Known issues
- Other modules
  Other modules
  - Journal
    Journal
    
    Journals module
    Journals module
    
    Contents
    
    Getting started
    
    Create a journal
    
    Actions
    
    Actions
    
    Route a journal for approval
    
    Verify, approve or reject a journal
    
    Search for a journal
    
    Outcomes
    
    Outcomes
    
    When a journal is approved
    
    When a journal is rejected
    
    Statuses
    
    Statuses
    
    On hold journals
    
    Unassigned journals
    
    ERP exceptions
  - Other documents
    Other documents
    
    Other Documents module
    Other Documents module
    
    Contents
    
    Create a new document
    
    Search for other documents
    
    Approve or reject
    
    On hold
    
    Unassigned
  - Retention documents
    Retention documents
    
    Retention Documents module
    Retention Documents module
    
    Contents
    
    Getting started
    
    Process
    
    Appendix
Analytics
Analytics
- Introduction
  Introduction
  - How to access Analytics
- Standard Dashboards
  Standard Dashboards
  - Dashboard
    Dashboard
    
    Operations Dashboard
    
    Finance Dashboard
  - Advanced Analytics
    Advanced Analytics
    
    Advanced Operations
    
    Advanced Finance
    
    AP Metrics
    
    PPP
- Non-PO Dashboards
  Non-PO Dashboards
  - Dashboard
    Dashboard
    
    Operations Dashboard
    
    Finance Dashboard
  - Advanced Analytics
    Advanced Analytics
    
    Advanced Operations
    
    Advanced Finance
    
    AP Metrics
- Data Export Guide
  Data Export Guide
  - Overview
    Overview
    
    Analytics data export process
    
    Obtaining JSON data files
  - Data Reference and Syntax
    
    Data Reference and Syntax
    
    General data types
    
    561 Invoice
    
    562 Invoice
    
    562 Order
SmartConnect D365
SmartConnect D365
- SmartConnect D365 - Customer Setup Guide
- Topic guides
  Topic guides
  - SmartConnect D365
  - About master data
  - About invoice data
  - About order and receipt data
  - About ERP voucher feedback
  - About ERP payment feedback
  - D365F&O customization
    D365F&O customization
    
    Custom mappings
    
    Custom entities
- How-tos
  How-tos
- Reference
  Reference
  - OData entities
  - Data exchange frequency
  - App configuration options
  - D365F&O ERP errors
  - D365F&O Tax code scenarios
  - Pro-rata surcharge distribution examples
  - Data field mappings
    Data field mappings
    
    Index
    
    Master data
    Master data
    
    Vendors
    
    GL Account
    
    Acct Objs (Dimensions)
    
    Currencies/FX rates
    
    Tax-VAT codes
    
    Payment terms
    
    Payment methods
    
    Units
    
    PO and GRN data
    PO and GRN data
    
    PO-Order data
    
    GRN-Receipt data
    
    PO invoice data
    PO invoice data
    
    PO Invoice Data Mappings
    
    PO Invoice Voucher Feedback
    
    PO Invoice Payment Feedback
    
    Non-PO invoice data
    Non-PO invoice data
    
    Non-PO Invoice Data Mappings
    
    Non-PO Invoice Voucher Feedback
    
    Non-PO Invoice Payment Feedback
  - Release notes
    Release notes
    
    SmartConnect D365 releases
    
    1.0.2.15
    
    1.0.2.14
    
    1.0.2.13
    
    1.0.2.12
    
    1.0.2.11
    
    1.0.2.10
    
    1.0.2.9
    
    1.0.2.8
    
    1.0.2.7
    
    1.0.2.6
    
    1.0.2.5 Hot fix
    
    1.0.2.5
    
    1.0.2.4
    
    1.0.2.3
    
    1.0.2.2
    
    1.0.2.1
  - Compatibility matrix
  - SmartConnect D365 FAQs
- D365F&O Non-PO invoice guide
  D365F&O Non-PO invoice guide
  - SmartConnect D365 Non-PO invoice customer guide
  - Explanation
    
    Explanation
  - How-tos
    
    How-tos
  - Reference
    
    Reference
SoftCoPay
SoftCoPay
- AP Team guide
  AP Team guide
- Integration guide
  Integration guide

Table of contents

Assigning roles to a user

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