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Navigating Distributions perspective

Version: V2.10.6528
Added on: 09/03/15
Difficulty:
Time: 30 min
Category: Tutorials

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a new vendor 04/01/15 15 mins In this tutorial you will learn how to create new vendors in Distributions perspective.

Useful Terms

Navigating Distributions perspective

  1. Are you ready?

    In this tutorial you will learn how to navigate Distributions Perspective.

    We will proceed as follows:
    • log in and switch to the Distributions perspective;
    • select a vendor, created in How to create a new vendor tutorial;
    • learn how to review a vendor's information;
    • learn how to review a vendor's statements.
  2. Log in to the system using your Username and Password and switch to the Management => Distributions Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Locate   Distributions  dropdown in the top left section of the screen and select My First Vendor from the list.
  4. Click   Detailsbutton in the top section of the screen. You can now review and correct available vendor information.
  5. Click to save any changes on the form.
  6. Let's learn how to review statements associated with vendor.
  7. Click   Statementsbutton in the top section of the screen.
  8. Locate   Distribution Statement Se...  groupbox
  9. Click   Findbutton to find all statements of the vendor.

    Note: You can specify your search with a Date and/or a Status criteria.
  10. Locate   Distribution List  groupbox to review results of your search.
  11. If you want to download a desirable distribution statement, click Export Distribution Statement button next to the statement you need.
  12. Congratulations, you are done!

    You have learned how to navigate Distributions Perspective. Now let's learn how to create a new vendor.

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