Task tutorials
Practical instructions for business workflows, stakeholder access, configuration and connected services.
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A missing module can be a permission issue. Ask an administrator to verify the role and source record access rather than granting broad access.
↗Home / HomeSwitch between light and dark themes
Portal and external-service themes are configured separately from your ERP Desk preference.
↗Home / Tasks & ApprovalsFilter lists and use Kanban
If status does not change, verify the grouping field, board columns, record write access and workflow transition. Read-only or submitted records cannot always be dragged between columns.
↗Sales & Marketing / CustomersCreate and link a customer
Matching an address title to the customer name does not create the relationship. The Dynamic Link row is required.
↗System Admin / CustomizationAdd custom fields to customer records
A Table field needs a suitable child record type. Adding a form field does not automatically add it to every report or API client.
↗Sales & Marketing / Quotations & Sales OrdersCreate a quotation and sales order
Changes to a submitted transaction may require cancellation and amendment. Do not create another order simply to conceal a duplicate.
↗Sales & Marketing / Customer PortalApprove customer portal access
A successful sign-in can still show Customer access required until the party link is approved.
↗Supply Chain / SuppliersCreate a supplier and link its address
An address may exist without a supplier link. Creating or renaming an Address does not automatically update an existing order’s stored address.
↗Supply Chain / SuppliersReview vendor requests to become suppliers
Creating a Supplier alone does not grant portal access. Do not approve a login against a different company’s supplier record.
↗Supply Chain / Items & CategoriesChoose UNSPSC item and supplier categories
Do not create a separate free-text UNSPSC catalogue entry. The configured hierarchy is held in the ERP item groups and supplier groups/categories.
↗Supply Chain / Federal Logistics CodesMaintain federal logistics item references
Reference fields do not automatically retrieve FED LOG data. Any feed or import requires authorized source access and an approved integration.
↗Supply Chain / PurchasingRequest and compare supplier quotations
A submitted bid or portal response is not automatically an awarded order. Keep clarification and support requests associated with their Helpdesk ticket.
↗Supply Chain / PurchasingCreate a purchase order and receive goods
The supplier master address can change after an order was created. Reselect the address on the draft order when it needs to be refreshed.
↗Supply Chain / InventoryRecord a stock transfer
Use physical quantities and permitted stock controls. Editing an Item master does not change its warehouse balance.
↗Supply Chain / Barcode & QR ScanningScan an item barcode
Check duplicate or missing barcode mappings if the wrong item is returned. A scan identifies the item; it does not authorize a stock issue.
↗Finance & Accounting / Customer BillingInvoice a customer and allocate a receipt
An unallocated receipt and an unpaid invoice can coexist until allocation is recorded. Check company and currency before reconciling.
↗Finance & Accounting / Supplier BillingReview supplier invoices and payments
A Helpdesk request or uploaded invoice is not itself an accounting posting or a bank payment.
↗Finance & Accounting / General Ledger & ClosingInvestigate a financial report balance
Saved drafts may not appear in posted financial reports. Changing filters is not a correction to the ledger.
↗Human Resources / RecruitmentPublish a job opening
Recruitment requirements and advisory comparison must support a lawful human review. Do not use sensitive personal characteristics as an automatic hiring decision.
↗Human Resources / Careers PortalComplete an applicant profile
Recruiter qualification review belongs in the ERP. Applicants can review their own submitted information and released updates, not internal assessments.
↗Human Resources / RecruitmentReview and shortlist applications
The advisory qualification result is not a verified credential or automated hiring decision. Internal notes should not be copied into public updates.
↗Human Resources / EmployeesEnable employee self-service
The Employee access required message indicates a missing/inactive Employee link or account mismatch. Do not solve it by sharing another employee’s login.
↗Human Resources / Attendance & ShiftsConfigure geolocation attendance worksites
Use the worksite coordinates and radius approved by HR. Device accuracy can exceed a narrow radius; review accuracy and policy rather than assuming the employee is outside the site.
↗Human Resources / HR RequestsRequest leave or HR assistance
Do not attach payroll or medical evidence to a general public support conversation. Approved leave and paid payroll are different records.
↗Human Resources / PayrollPrepare payroll for a period
Payroll generation does not execute a bank transfer. Access to individual slips is limited to the permitted employee and HR/Finance roles.
↗Operations & Support / Helpdesk & RequestsHandle customer and supplier support requests
A resolved ticket does not automatically receive stock, pay an invoice or approve supplier access.
↗Operations & Support / Live ChatFind open website chats
Website chat, team messaging and Helpdesk are separate interfaces. Check the website inbox and operator availability when a visitor is not receiving a response.
↗Operations & Support / CollaborationUse team messaging, meetings and Mail
Mailbox credentials authenticate to the mail provider. They are separate from ERP or collaboration passwords; keep message content private and do not store secrets in a guide.
↗Project Management / Projects & TasksPlan a project and assign tasks
Closing a task does not necessarily close the entire project or settle its invoices.
↗Manufacturing / Bills of MaterialsBuild a BOM and release production
A BOM is a product definition. Stock balances change through submitted stock documents, not by changing a component quantity on the BOM.
↗MRO / Maintenance & RepairRecord maintenance and repair
Avoid recording the same material cost twice in repair and accounting activity. Review the available linkage fields before posting.
↗Fleet Management / Vehicles & Fleet OperationsMaintain vehicle operating records
A vehicle log captures operation; payment and accounting allocation follow their own records.
↗Logistics / Shipments & DeliveryPrepare a shipment
Carrier booking or tracking is available only through a configured provider integration. Do not assume every Shipment creates a courier booking.
↗GRC & Quality / QualityRecord a quality inspection
A completed inspection documents the test performed. It does not automatically certify the organization or resolve every quality exception.
↗GRC & Quality / Controlled DocumentsFind and use controlled documents
Document-service history and a formal approved revision workflow are not equivalent. Follow the configured document control process for releasing revisions.
↗GRC & Quality / Governance, Risk & ComplianceLink GRC controls to operational evidence
A link to a document is not proof that the control is effective. Check access and the actual evidence before accepting a control review.
↗Academy / Courses & LearningCreate and publish an Academy course
An Author can create learning content without being a full Academy administrator. Learner access and course ownership must still be configured.
↗Academy / Workflow GuidesRecord a workflow with Guides
The extension is not a file you run from Windows. Browser permissions apply to capture; do not record passwords, payroll or private applicant documents.
↗System Admin / Documents & PrintingConfigure a company logo and print address
The address stored for a Company is separate from a Supplier address. If an upload fails, check File permission and the parent record access; do not make private attachments public to bypass an error.
↗System Admin / Users & PermissionsConfigure users and stakeholder access
Creating a login does not automatically authorize customer, supplier or employee data. Use the corresponding verified party relationship.
↗System Admin / Integrations & API DocsUse the API documentation
The documentation describes the supported interfaces. A client deployment uses its own URLs and credentials, not NexCommand production credentials.
↗System Admin / Workflow & AutomationConfigure a workflow and notification
A displayed status field can be read-only or controlled by a workflow. A notification rule needs a working outgoing email account to deliver messages.
↗System Admin / Monitoring & BackupsPrepare a backup and recovery procedure
A successful backup command is not a restore test. Do not overwrite live business records with staging data during a software release.
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