Overview:
The Quickparts are
Benefits:
- Provides an accurate record of all financial transactions
- Aids in compiling key financial statements
- Provides the ability to authorize general ledger accounts for one, some, or all organizational units
- Provides subledger requirements and ensures the ledger is always in balance with the subledger details
Roles:
- Accounting Manager
- CFO
Additional Content
- Add additional content here as needed
- Example: Video may not cover the details of on us information in the bank account information window. A link to a KCS article should be listed that contains that detailed information that is relevant to this topic
Location:
...
Overview:
Quick Parts are a collection of Content Controls within a data source that are available to display on a generated document. For example, Vendor is a Content Control but the Vendor Id or Name is a Quick Part.
Content Controls are a standard Microsoft Word feature for merging data elements into a Word document. PENTA data is merged/mapped with the Content Control, so the Content Control can be added to the document to have the PENTA data display on the document. The Content Control contains the path to the data
Benefits:
- Quick Parts or data elements that are not on a standard document can be added. For example, add a Vendor Id to display with the Vendor Name.
Roles:
- System Admin
Additional Content
- Not all data elements in PENTA exist as Quick Parts that can be added to a document
Location:
- Microsoft Word > File Menu > PENTA DocGen Add-in
Video: