Usage

VPConnect

Platform: OnBase
Product: VPConnect
Release: Foundation 22.1
License

Documentation Notice
Overview
About VPConnect
Licensing
Installation
Requirements
General Requirements
Required Modules
Costpoint Versions Supported
Licensing
Upgrade Considerations
Server and Client Requirements
Server Requirements
Support for Multiple Languages
Client Requirements
Installing VPConnect
Contacting Support
Configuration
Configuring for VPConnect
Install Look-up Values
Procurement Types
Expense Types
Configuring the Web.config File
Log File Assignments
Document Types Assignments
Supported File Type Assignments
Removing Documents from Workflow Life Cycles
Connection String for the VPConnect Security Tables
Role Access and Location Paths for Web Pages
Document Upload Size and Timeout Settings
maxRequestLength="8192"
executionTimeout="360"
<sessionState timeout="30">
Membership Settings
Web Service Endpoint Bindings
Editing the Welcome Screen Text
Customizing Web Pages
Modifying Colors and Images
Modifying the Header Logo
Modifying the Application Name
Modifying Menu Titles and Descriptions
Menu Security Setup Via the Web.SiteMap File
Costpoint Configurations
Employee Record Maintenance
GLC Requirement
Default Vendor Employee
Steps to Set Up a Default Employee in Costpoint
System Components
Security
HTTPS Connections
VPConnect Login Page
Web Services
Vendor Portal OnBase Web Service
Vendor Portal Service
Costpoint Service
IAConnect Web Service
Virtual Directories
Database Usage
VPConnect Database
Costpoint Database
Vendor Account Bulk Insert Tool
Installation
Configuration
connectionStrings Section
endpoint Section
Data File Format
Running the Application
Bulk Insert Tool Limitations
Configuration: Notifications
Configuring Notifications in OnBase Studio
Creating New Notifications
Checking Notifications In and Out
Checking In
Checking Out
Configuring the Subject
Archived Notifications
Archived Notifications Keyword Types
Configuring Archived Notifications
Creating Content for Plain Text Notifications
Creating Content for Formatted Notifications
Inserting an Image
Formatting Text
Font
Size
Font Color
Style
Alignment
Indentation
List Styles
Page Color
Tables
Inserting a Table
Drawing a Table
Creating a Custom Table
Resizing a Table
Deleting Table Content
Deleting Tables
Hyperlinks
Inserting a Hyperlink
Editing a Hyperlink
Configuring Tokens
Splitting the Editor Pane
Reverting Changes to Notifications
Converting Plain Text Notifications to Formatted Notifications
Editing an Existing Notification
Renaming a Notification
Generating a Test Notification
Publishing a Formatted Notification
Using Versions of a Formatted Notification
Spell Check
Supported Dictionaries
Notification Shortcuts
Configuration: Customer Configuration for VPConnect
Using Customer Configuration for VPConnect
Customer List
Adding a New Customer
Deleting a Customer
Configuration Settings
Administrator Settings
Costpoint Cloud Settings
D4D Sql Settings
Post Pre Processor Web Service Settings
GL Import Settings
Available Options
Customer Details
Email Setup
Email Notification Types
Legacy IAConnect Notifications
Database Connection Settings
Costpoint Connection Settings
Web Integration Console Settings
Usage
Using VPConnect
Inquiry Menu
Common Query Fields
Invoice Number
Purchase Order Number
BPO Release Number
Status
Start and End Dates
Status Date
AP Status
Project Number
Employee
Tracking No
Available Buttons
Inquiry Menu Queries
Purchase Order Query
Invoice Query
Invoice Labor Query
Invoice Travel Query
Invoice ODC Query
Payment Status Query
Invoices Menu
Invoice Entry
Entering Invoice Header Data
Available Buttons
Entering Line Records
Labor Line Record: Summary
Labor Line Record: Details
Travel Line Record: Summary
Travel Line Record: Details
ODC/Fee Line Record
Submitting an Invoice
Other Invoice Entry Functions
Adding Employee Information
Opening an Existing Invoice
Viewing Rejected Invoices for Invoice Entry
Invoice Upload
Uploading Non-PO Invoices
Uploading PO Invoices
Other Invoice Upload Functions
Opening an Existing Uploaded Invoice
Modifying the Remit To Address
Deleting an Invoice Upload Record
Viewing Rejected Invoices for Invoice Upload
Language Options for Invoice Upload Screen
Account Management Menu
Password Change
User Profile Maintenance
Administration Menu
Vendor Admin Entry
User Entry
Setting Up a New Logon Account
Logging Into an Account For the First Time
User Administration
Role Configuration
Role Types
Role to Menu Mapping Chart
Setting Up New Roles
Set Up a New Security Role in the Security Database
Adding a New Role
Editing a Role
Deleting a Role
Configure the New Security Role in Web.config
Configure the New Security Role in Web.SiteMap
System Configuration
Managing Forgotten Passwords
Help Menu
User Guide
Download Files

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