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Search Results for "AP"
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API Reference
REST API endpoints, authentication, pagination, and error handling.
API Reference REST endpoints, authentication, pagination, and errors. Overview This guide covers api reference workflows in EGKits SaaS V10. Follow the sections…AP Document Flow
AP invoice statuses, submit/approve/reject/cancel/pay actions, and UI synchronization.
Accounts Payable Document Flow AP invoices are vendor bills with approval and payment lifecycle enforced on the ApInvoice aggregate. Status names match UI chips…Sync & Integration Errors
Diagnose API, webhook, and data sync failures.
…s when EGKits exchanges data with external systems via REST API, webhooks, scheduled imports, or middleware connectors. Symptoms include partial imports, duplic…E-Received Invoices
Inbound supplier e-invoices — sync, reject, decline cancellation, and ETA PDFs.
Purchasing Document Flow
PR → RFQ → PO → GRN → Return — statuses, approvals, Actions menus, and Document flow timeline.
…low-legend swatch egk-flow-legend swatch--active" </span In approval / in progress</li <li <span class="egk-flow-legend swatch egk-flow-legend swatch--success"…AI Assistant Document Flow
Agent plan Approve / Reject / Execute lifecycle and conversation statuses.
…egend swatch egk-flow-legend swatch--active" </span AwaitingApproval / Executing</li <li <span class="egk-flow-legend swatch egk-flow-legend swatch--success" </…HealthCare Document Flow
Appointment, encounter, order, prescription, and claim statuses.
…in methods where coded). There is no MudMenu / ExtraActions Approve/Reject pattern. Decline Rejection / Decline Cancellation are ETA-only. Hub: Target Document…Security Best Practices
Harden tenants, roles, API keys, and audit controls.
…ovides enterprise-grade identity, authorization, and audit capabilities — but effective security depends on how each tenant configures policies, roles, and inte…HR Document Flow
Payroll run Validate / Process / Approve / Post and related HR statuses.
…ll runs expose a row Actions menu with Validate → Process → Approve → Post. Related entities use their own status enums. Hub: Target Document Flow. Overview: HR…CMS Document Flow
Page Draft → InReview → Approved → Published / Scheduled / Archived with Publish and Approve actions.
…-flow-legend swatch egk-flow-legend swatch--success" </span Approved / Published</li <li <span class="egk-flow-legend swatch egk-flow-legend swatch--warning" </…Overview
Documentation hub with quick start, guides, and API reference.
…e — e-invoices, e-receipts, and tax alignment - Developer — API reference and migration guidance Recommended path 1. Read the Quickstart guide 2. Complete Onboa…Accounts Payable
Vendor bills, approval workflow, payments, aging, and AP document lifecycle.
Accounts Payable Vendor bills from entry through approval and payment. Status names (Draft, PendingApproval, Approved, PartiallyPaid, Paid, Rejected, Cancelled)…Hospitality Document Flow
Hospitality reservation status as a free-text field, update behavior, and honesty about missing Submit/Approve Actions menus.
…enum None — values are operational strings MudMenu Submit / Approve / Reject Not implemented for reservations <p class="egk-flow-diagram-title" Reservation stat…Legal Document Flow
Legal document/contract/matter/time-entry statuses with Submit and Approve buttons — no MudMenu; contracts use MudSelect status.
…-flow-legend swatch egk-flow-legend swatch--success" </span Approved / Executed</li <li <span class="egk-flow-legend swatch egk-flow-legend swatch--terminal" </…LMS Document Flow
Enrollment Confirm ExtraActions, GradingStatus vs Attempts UI strings, and related LMS status enums — no MudMenu Approve/Reject.
…rows use ExtraActions (icon buttons), not a MudMenu Submit/Approve/Reject pattern. Decline Rejection / Decline Cancellation are ETA-only. Hub: Target Document…Mail Document Flow
Email contact and subscription statuses with explicit UI honesty — outbox is pipeline state, not ETA Approve/Reject Actions.
…d sends leave outbox items pending/failed without inventing Approve/Reject. Scenarios Scenario Result --- --- Complete verification Contact/subscription → Activ…Target Document Flow
Enterprise document lifecycle, statuses, actions, and UI synchronization across EGKits applications and modules.
…status names, action labels, and enablement rules match the application UI and shared policy code. <ul class="egk-flow-legend" <li <span class="egk-flow-legend…Purchasing
Purchase requisitions, RFQs, orders, goods receipts, returns, approvals, and Document flow timeline.
…ument Flow . Chain Requisitions Statuses: Draft, Submitted, Approved, Rejected, ConvertedToRFQ, ConvertedToPO, Cancelled. Actions: Submit for approval, Approve,…Search documentation
Full-text search across guides, API references, and support articles.
Data Entry Standards
Conventions for consistent master data naming, coding, validation, and import quality across EGKits SaaS V10 modules.
…ing, coding, and validation standards for EGKits SaaS V10 — apply them before bulk import, API sync, or large-scale manual entry. Data governance model Role Res…Migration Guide
Version upgrades, breaking changes, and rollback.
…outputs with a pilot user group before enabling production approvals. Breaking changes Configure Breaking changes according to your operational policies. Valid…Common Questions
Quick answers to the most frequently asked questions about EGKits SaaS billing, security, modules, and day-to-day operations.
…e resource planning platform delivered as modular business capabilities — finance, sales, HR, hospitality, fleet, and more. Each organization operates in an iso…Core Concepts
Understand tenants, modules, roles, and platform architecture.
…s a multi-tenant ERP platform composed of modular business capabilities. Tenants Each organization operates in an isolated tenant with dedicated data, configura…Accounts Receivable
Customer invoices, collections, and receivables.
…outputs with a pilot user group before enabling production approvals. Collections Configure Collections according to your operational policies. Validate output…AI Assistant
AI chat, prompt templates, functions, model configuration, agent plans, and usage analytics.
…and usage analytics. For statuses and Actions (agent plans Approve/Reject/Execute; Functions/Models/Prompts Activate/Deactivate/Test run/Preview), see AI Assis…Audit Trail
Audit dashboard, investigation, and export.
…outputs with a pilot user group before enabling production approvals. User activity Configure User activity according to your operational policies. Validate ou…Chat
Real-time team and support conversations.
…outputs with a pilot user group before enabling production approvals. Direct messages Configure Direct messages according to your operational policies. Validat…CRM
Leads, opportunities, pipeline, and customer relationships.
…low for setup, daily operations, and troubleshooting. Lead capture Configure Lead capture according to your operational policies. Validate outputs with a pilot…Database providers
Supported engines and deployment guidance.
…outputs with a pilot user group before enabling production approvals. Connection setup Configure Connection setup according to your operational policies. Valid…Document Archive
Archive taxonomy and retention-ready storage.
…outputs with a pilot user group before enabling production approvals. Retention policies Configure Retention policies according to your operational policies. V…