Import Finance Items (Review Changes to a Catalogue)
This guide provides step-by-step instructions on how to review and approve changes to items in a finance catalogue in Synbiotix. It emphasises the importance of carefully reviewing the changes before approving or rejecting them.
Lucy Sonner
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11 steps
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23 seconds
1
Navigate to Synbiotix
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Enter your username and password and click "Login"
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Select NCIS
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NCIS is called "Production Management" in some systems but the functionality is the same
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Click "Import Financial Items". In this example, we can see there are 83 changes to approve
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You will see a list of all imports pending approval
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Click "Approve"
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You will see a list of all changes for review
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Review the changes
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All items will be pre-selected for approval, but you can remove items using the tickboxes
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Click "Approve" to approve the changes
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Alternatively, click "Reject" to reject all changes. This will reject all changes regardless of any ticks applied
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Synbiotix won't contact PECOS or the supplier to let them know you've rejected any changes. Please contact Procurement to discuss any concerns