Page 4 - Administering the System Participant Guide (SDL)

Modifying Customer Invoice Formats ..................................................................... 39

Activity 7.4 – Modify the Format of a Draft Invoice ................................................. 39
Check your understanding ..................................................................................... 40

Lesson 8: Managing Cost Elements and Cost Structures ................... 41
Learning Objectives ................................................................................................ 41

Introduction .............................................................................................................. 41
Cost Elements and Cost Structures in Unanet ..................................................... 41

Creating Cost Elements ......................................................................................... 42
Demo 8.1 – Creating New Expense Types and Cost Elements ............................. 42

Activity 8.2 – Create a New Expense Type and Cost Element ............................... 42
Modifying Cost Structures ...................................................................................... 44

Demo 8.3 – Updating a Cost Structure .................................................................. 44
Activity 8.4 – Modify Affected System Areas with a New Cost Element ................. 44

Check your understanding ..................................................................................... 46
Lesson 9: Creating Custom Time Periods ............................................. 47

Learning Objectives ................................................................................................ 47
Introduction .............................................................................................................. 47

Custom Time Periods in Unanet ............................................................................. 47
Creating Custom Time Periods .............................................................................. 47

Demo 9.1 – Create a Custom Time Period for a Month-End Weekly Period .......... 48
Check your understanding ..................................................................................... 48

Lesson 10: Managing Approval Groups ................................................ 49

Learning Objectives ................................................................................................ 49
Introduction .............................................................................................................. 49

The Dynamic Approval Sequence .......................................................................... 49
Approval Groups in Unanet .................................................................................... 50

Managing Approval Groups ................................................................................... 51
Demo 10.1 – Create and Modify Approval Groups ................................................. 51

Creating and Managing Approval Groups .............................................................. 52
Activity 10.2 – Create and Modify Approval Groups ............................................... 52
Check your understanding ..................................................................................... 54

Lesson 11: Enabling Custom Notifications and Reminders ................ 55

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