Costpoint Supplier Portal Overview
This video discusses the Costpoint Supplier Portal, which allows suppliers to view vendor record information, quickly access requests for quotes or purchase orders issued by buyers, and then submit quotes, negotiate purchase order terms, send shipping notifications and generate and approve invoices.
Duration: 11 minutes
Glossary
| Costpoint | Industry-leading ERP solution designed specifically to meet the unique needs of sophisticated project-driven organizations. |
| Username and Password | These are the login credentials provided to users by their IT Admin. |
| System | The specific Costpoint database to which you users are logging in to. |
| Domain | A “world” containing related similar modules and applications. Users may have access to all of these worlds, or the system administrator may restrict them to a single world. |
| Accounting | Accounting contains the applications that correlate tightly with the operation of the General Ledger and the “day in – day out” finances of an organization. |
| Projects | The Projects domain contains the primary subsidiary ledger of the system known as the Project Ledger. |
| People | The People domain contains all of the tracking mechanisms associated with Human Resources. |
| Materials | The Materials domain contains the functions associated with the procurement, production, and sale of goods and services to your customer. |
| Administration | Administration contains all of the functions associated with the set up and control of access to individual applications throughout the system. |
| Master Data | These activities set up an object that is critical to processing. Master data objects are complex and have high visibility in many screens. |
| Process-Oriented Flows | These activities are grouped into logical business processes that perform an action. These flows have a logical beginning and end. |
| Reports | This includes all reports and inquiries that are not audit reports and are not considered part of a logical business process. |
| Module Utilities | These activities investigate and/or remediate data. |
| Interfaces | These activities import from, or export to, third-party software or an input document (such as an Excel spreadsheet). |
| Controls | These activities set rules and control how other activities, or a set of activities, behave. |
| Administrative Utilities | These activities are used by the database administrator to configure an interface, or clean up the database tables. |
Resources
Click on the links below to view or download the files.
| Autocreation Checklist | This guide provides general procedures for setting up of records in the Asset Master using a template or the Autocreation process. |
| Autocreation without Receiving | This guide provides the overall process of using Autocreation without receiving. |
