Sending Invitation to Exchange
In this article, we will discuss how to send an invitation to PakEnergy Exchange.
Click here or copy/paste URL below in to browser to open walkthrough: View most recent version on Tango
URL:https://app.tango.us/app/workflow/Sending-Invitation-from-Exchange-7c7b1a9989a3464e9f82609ee753fa7c
- Click 'Guide Me' to follow along with instructions while completing the task.
1. Navigate to Sub-Account Maintenance and locate the desired party.
1: Navigate to Accounts Payable -> Master File Maintenance -> Sub-Account or press the F12 key to access Sub-Account Maintenance.
2: Click Find or press the F key to search for party.
3: Click OK to open Sub-Account Maintenance.
2. Click Contact Info tab.
3. Click in the Statement E-mail field and enter desired email address for main Administrator.
\
4. Click Save.
5. Navigate to Management Dashboard menu to sync information to Exchange.
6. Click DocVue Utilities.
7. Click Sync.
8. Once Sync is complete, the results will be noted.
9. Log in to Exchange.
10. Click Admin at the top-right of the screen.
11. Click Party on the left-hand menu bar.
12. Use filters to locate desired party.
13. Click Invite.
14. Status will change to Invite Sent.
