Review
If you'd like to review any of the material covered in the session again, click on the article below.
Knowledge Check
Take a few minutes to complete the Knowledge Check below. This helps your onboarding specialist identify areas where you may want extra support.
Assignments
Now it's time to put your learning into action. Please complete each of the following tasks before your next session. Don’t worry—your onboarding specialist is here to help if you get stuck.
✅ If your company has internal users that need to be trained that are NOT a part of the onboarding process, complete the Organizational Structure form.
✅ Create at least one Business Unit.
✅ Set your Company Preferences including your Submit Bid Req Days and PO
Approval Days (Material and Labor Lead Times).
✅ Create your billing items in the Billing Item library. If you have vendor specific pricing information, create the supplier items beneath the billing items.
✅ Create your vendors in HBS>
✅ Set your Company Preferences including your Submit Bid Req Days and PO
✅ Create your billing items in the Billing Item library. If you have vendor specific pricing information, create the supplier items beneath the billing items.
✅ Create your vendors in HBS>
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article