Implementation Checklist for Purchasing

As a member of the implementation team, you will be overseeing the setup and implementation of Workamajig. During the setup period, you will be working with other members of the implementation team to ensure the Purchasing section is set up and is being tracked correctly to the other areas of your agency.

Getting To Go Live

Though many of these areas will be set up by other members of the implementation team, you will need to confirm the settings prior to Go Live:

System Setup

_Purchasing

_Expense Report Items

_Purchase Items

_Media

_Broadcast Items

_Print Items

Expenses

_Misc Cost Workflow

_Expense Report Workflow

_Order Workflow

_Voucher Workflow

Payment

_Pay Voucher Workflow

_Credit Card Workflow