You can access each of these from the main left side menu. The tabbed navigation to move between Waiting For Approval, Approved, and Rejected pages has been removed. The comments section that previously appeared on the far right of the screen now appears at the top right corner of the document. Order status now appears next to the requisition or purchase order number. Pressing the icon will display the additional options below it. To access these options now you need to use the profile menu (a circle with the first letter from your first name and first letter from your second name). The logout and user settings options were always visible on screen in the old design. The links to access different PLANERGY modules are located in a similar place to where they were available in the old design but the look and feel of these has been changed.

If you would like to learn more about PLANERGY’s Accounts Payable Automation, please contact the support team for more information. With the release of the new design the menu has been standardized and the Accounts Payable options are now found in a separate Accounts Payable module. When we introduced AP Automation functionality this greatly expanded the Accounts Payable functionality available in PLANERGY but your menu was not updated to reflect this. Accounts Payable menu optionsįor some users who have been using PLANERGY for many years you will be used to seeing Accounts Payable options in this menu. Pressing the icon will display the additional options below it and Control Panel is included here. This is accessed from a circle with the first letter from your first name and first letter from your second name at the right-hand side of the header menu. To access the Control Panel you now need to use the profile menu. It has now been moved under the User Profile section in the header menu. The button to access the Control Panel previously appeared in the left side menu.

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