Add Purchasing Plus to the Tyler Menu

Owned by Knowledge Assistant
Aug 31, 2022
1 min read



Description of Issue

The Purchasing Plus Migration Utility needs to be activated. 



Context

  • Purchasing Plus

  • ERP Enterprise

  • Menu Settings



Cause

Purchasing Plus is a program (for Munis 11.1 and higher) that can be used by sites, in order to move over to Purchasing Plus - the Purchasing Plus Migration Utility needs to be activated



Resolution

  1. Go to System Admin>General Admin>Menu Settings

  2. Under the first tab (Menu Design) navigate by double clicking into each menu tree

  3. Go to: Financials>Purchasing>Setup

  4. Click update

  5. Tab into the list of menu items.

  6. Click add

  7. Use the following for the new menu item

    1. W - Web URL can be selected from the drop-down menu.

    2. The [AutoKey] field will populate automatically for you.

    3. For the web address, use: @/AppHost/PurchasingMigrationWizard#/

    4. In the Caption write: Purchasing Plus Migration Utility

  8. Click Accept (Green Check) to save the new menu item

  9. Navigate to the Base Menu Settings tab

  10. Click on the Menu Update Button 


Please note-This process should be done in each environment for the client



Additional Information