e5 user guide

• e5 basics (docx, 850kb)
• e5 basics (pdf, 180kb)
• e5 Action Buttons/Function keys (.pdf, 220kb)‌

e5 and CP New User Form

• e5 and CP New User Form (.docx, 184kb)
• e5 and CP New User Form (pdf, 203kb)

Complete form below to change your e5/CP profile or Authorisation Limit (Current users only)

• Modify current e5/CP profile (.docx, 184kb)‌
• Modify current e5/CP profile (.pdf, 208kb)‌

Authorisers:

• Requisition Authorisation QC (pdf, 130kb)
• Enquiries QC (pdf,120kb)
• Amended Authoriser Quick Card (pdf, 659kb)
• Instructions for Parent Authorisers (pdf, 229KB)
• List of Authorisers and Parents (.docx, 32kb)
• List of Authorisers and Parents (.pdf, 212kb)‌

Requisitioner & Purchasing Coordinator:

• Creating Requisitions QC (pdf, 200kb)
• Completing an order that has been over receipted (doc 1.2mb)
• Completing an order that has been over receipted (pdf, 1.47mb)
• Enquiries QC (pdf,120kb)
• Goods Receipting QC(pdf, 200kb)
• How to amend a requisition (.pdf, 308kb)
• How to cancel a GRN (.pdf, 400kb)
• How to GRN-Service or Quantity order (.pdf, 368kb)
• How to cancel a purchase order and requisition(pdf, 985kb)
• How to reprint a Purchase order (.pdf, 380kb)
• Raising requisiton with multiple supplier address (.pdf, 360kb)
• How to search for order by owner or supplier (.pdf, 450kb)

Sales Invoice Creator:

• Raising Sales Invoices QC (pdf, 185kb)
• Sales invoicing manual (.pdf, 1.16mb)
• How to reprint a Sales Invoice (.pdf, 470kb)

VAT

• VAT notes/Raising Invoices (.pdf, 174kb)
• VAT Training (.pdf, 182kb)
• Wording for European Quotations (.pdf, 66.5kb)

Management & Financial Accountant:

• Management and Finance Accountant RG (doc, 2mb)

Viewing line text and using sup-pressed text

• Viewing line text and using sup-pressed text (.docx, 574kb)‌
• Viewing line text and using sup-pressed text (.pdf, 559kb)‌

How to install JAVA

• How to Install Java on windows 7(docx, 404kb)‌
• ‌How to Install Java on windows XP (docx, 342kb)

Invoice Resolution

• AP mismatch resolution (.pdf, 613kb)
• Invoice matching training slides (.pdf, 130kb)

e5 General Ledger, Coding and Enquiries

• GL and Coding enquiries (pdf, 1.62mb)
• GL and Coding enquiries (.docx, 1.95mb)

Collaborative Planning Management Reporting Manual

• CP Management Reporting (pdf, 1.03 mb)
• CP Management Reporting (.docx, 1.23mb)

Collaborative Planning Principal Investigator Manual

• CP PI Training Manual (pdf, 1.22mb)
• CP PI Training Manual (docx, 1.70mb)

e5 Product Codes

• e5 Product Codes (.docx, 45.2kb)
• e5 Product Codes (pdf, 45.2kb)

User Group Q&A Schedule

Purchase to Pay (P2P)

• Purchase to Pay Q&A Schedule (.docx,18kb)
• Purchase to Pay Q&A Schedule (.pdf, 226kb)

Coding

• Coding Q&A Schedule (.docx, 15kb)
• Coding Q&A Schedule (.pdf, 138kb)

Sales Invoicing

• Sales Invoicing Q&A Schedule (.docx, 15kb)
• Sales Invoicing Q&A Schedule (.pdf, 226kb)

Externally Financed Projects

• Externally Financed Projects Q&A Schedule (.docx, 15kb)
• Externally Financed Projects Q&A Schedule (.pdf, 185kb)

Enquiries

• Enquiries Q&A Schedule (.docx, 15kb)
• Enquiries Q&A Schedule (.pdf, 187kb)

Others

• Other Q&A Schedule (.docx, 15kb)
• Other Q&A Schedule (.pdf, 177kb)

Web-ex training videos

For help on using e5 please watch the following videos.

Introduction (.wmv, 40MB)

Requisitioning (.wmv, 32MB)

Requisition Authoriser (.wmv, 25MB)

Introduction to receipting (.wmv, 33MB)

Requistion enquiries (.wmv, 10MB)

e5 screencasts

These 'teasers' have been created to show users what it will be like to use e5. However these are not the final versions so there may be some changes between what you can see now and how you will use e5 on your desktop. We update the website on a weekly basis so if there are changes you will see them here.

• How to log into e5   (this will open in a new window)
• How to enter a manual journal   (this will open in a new window)
• How to do the Account Enquiry (this will open in a new window)
• How to create a sales invoice (this will open in a new window)