Click Attach Image or Attach Pay Request to open the Spitfire Attach To Document dialog box. (optional) In Project, select a Project ID from the drop-down list or lookup. In
Click Attach Image or Attach Pay Request to open the Spitfire Attach To Document dialog box. (optional) In Project, select a Project ID from the drop-down list or lookup. In
You can access Vendor Vouchers in the following three areas: Inbox, Catalog tab, and from the Document List on a Project Dashboard. Inbox If the routing mode during batch processing
To access scanned images from Microsoft Dynamics SL: In Accounts Payable, open Voucher and Adjustment Entry or Document Maintenance and locate the voucher. – OR – In Contract Management, open
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured document type (Doc Type). There are many Doc Types in
A document in Spitfire is a defined set of specific, related information. Since there are many types of activities on a project, there are many different Doc Types. Each Doc
The Document Header contains the document’s number, project number, and description. Fields vary depending on the Doc Type. Some fields are populated automatically when you first create a document, others
The tabs appearing in the mid-section of a document window and the number of tabs in each document vary from Doc Type to Doc Type. The number of tabs and their
The bottom section of a document contains the Attachments tab and the Route Detail tab.
While there are some exceptions and alternate ways to create certain Doc Types, almost all documents can be created from the Project Dashboard, and some can be created from other
Documents can be opened from various Spitfire dashboard locations. Your access depends on your Spitfire role and what permissions you have been given. Home Dashboard When you create documents or