This article explains how to access the Administration module to manage settings for various product modules. Use this screen when you need to configure specific workflows, rules, or defaults for Procurement, Invoices, Contracts, Sourcing, Expenses, or the General Ledger.
Prerequisites
Roles: You must have the Community Administrator or Community Management role.
Environment: Ensure the specific module you wish to configure is enabled for your community.
Limits & Notes
General Ledger: This module is used to directly integrate with the general ledger of the community's finance system. For additional information, refer to help article General Ledger Module.
Module Availability: You can only configure settings for modules that are currently enabled for your community.
Results/Validation
Once you select a module, you will be able to view and edit the specific parameters or field definitions required for your community's workflow.
Access Module Settings
Go to the Administration module.
Select Modules from the menu.
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Click the name of the specific module you wish to manage (e.g., Procurement).
Result: The configuration screen for that module opens, displaying all available settings.
Available Module Configurations
Depending on your community's enabled features, you can configure the following areas:
| Module | Available Settings |
|---|---|
| Procurement | General, Blanket Orders, Checkout Default Layout, Terms and Conditions, Quotes, Payment, Receiving, and Contract Spend. |
| Invoices | Matching, Approvals, Payments, and Order Commitments. |
| Contracts | Contract Types, Forms, Document Types, Link Types, and Workflow. |
| Sourcing | Email Templates, Standard Criteria, Tags, Scales, Removed Supplier Reasons, Security Profile, Ad-Hoc Permissions, Group Permissions, and Collaboration. |
| Expenses | Expense Types, Forms with Expense Types, Payment Types, and Reimbursement Types. |
What's Next / Related