Karen Stein
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Recent activity by Karen Stein-
One Purchase Order for Multiple Contracts - we have you covered!
If you are placing a purchase order that supports multiple contracts, SpendLogic's Documentation Folder module can accommodate. SpendLogic will automatically default to the most conservative select...
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Historical Analysis: When might it be acceptable for the lapse in time between purchases to be greater than 12 months?
As referenced in Why can't I use historical pricing as my analysis methodology when I bought the same thing before? and I recently bought an item, and I am buying the same item now. Can I use histo...
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I started my Purchase Order before my company started using SpendLogic. Now I need to issue a Change Order. How do I do that?
When you are ready to issue a Change Order on an Order you started before using SpendLogic, you will need to create a New Documentation Folder and upload all of your prior PO documentation. Step 1:...
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How to add a New Supplier to your Supplier Database
If you find that your Supplier is not in your Supplier Database, you can easily add a Supplier while in the Documentation Folder module or Price Analysis Module. You will need to know the followin...
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How do I re-assign a Documentation Folder?
Often times, SpendLogic's HelpDesk will re-assign a Buyer's Documentation Folder in order to diagnose an issue the Buyer may be having OR if a Buyer is on vacation/leave, a Documentation Folder can...
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SpendFile | Update to Compliance Review Flags
Effective July 15, 2024, Reviewers of Documentation Folders will be able to mark a Compliance Review Requirement as Not Applicable. To mark the Compliance Requirement flag, simply click the flag u...
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How to Set Up a Delegation in SpendLogic
You're going to be out of the office and need to delegate your review responsibilities to another SpendLogic User. Download the Step-by-Step guide and follow the easy steps to make that happen with...
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How do I add a new contract to my contract database when in Documentation Folders?
During your company's initial setup, SpendLogic likely uploaded your company's current contracts to the contract database. If the contract you need for your Documentation Folder does not appear, d...
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How to Review a Documentation Folder (SpendFile)
If you're faced with your first documentation folder review, this is for you! Whether you're doing a peer review, or you're a management or compliance reviewer, we have multiple resources availabl...
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My documentation folder is locked for editing but I need to make a change. How do I Reopen and Edit?
Once your Documentation Folder has been through all of your company's required reviews, the Documentation Folder will be locked for editing. However, the creator of the Documentation Folder may Re...