SmartPO Support

Tips for troubleshooting PO submission problems:

• Verify the vendor name. Some studios restrict POs to vendors that are already created in the accconting system. Make sure the vendor name in the accounting system matches the vendor being entered in SmartPO so they can link together successfully. You may need to enter or create a new vendor if your PO is is still using TEMP VENDOR.
• The PO may be delayed during the approval process. The Purchase Order module displays the approval flow and where the PO is being delayed. Check with the approver at that level, or reference the approval flow documentation for help.
• Check or refresh your internet connection. Close the show, clear your browser cache, and try again. You may also attempt from an ‘incognito’ browser tab.

If your are receiving an error message whe attempting to update Temporary Vendor, please submit a case so that one of our reps can reach out to you as soon as possible.

Vendors are pulled into SmartPO from the accounting system. SmartPO allows temporary vendors as place holders until permanent vendors are in the accounting system.

If the temporary vendor is not clearing, it is likely that there is not an exact matching vendor name in the accounting system. Update the PO vendor name to match the vendor name in the accounting system, or update the vendor name in the accounting system to match the vendor name on the PO.

There may have been coding changes in the accounting system. If a field is missing or incorrect, go back to the accounting system to make the coding corrections.

If an account is not available or missing, ensure the appropriate department is linked in the settings and that the account is active in the accounting system.

1. Select the approval flows you wish to reassign.
2. Add an approver to those level or levels.
3. Pull all the POs, invoices or payments currently assigned to that approval flow.
4. Resubmit all the POs, invoices or payments to the new approver.

Note: Ensure that your approval flow is assigned to the right department.

The Show Admin can add users. If a user already has a SmartID username and password, he/she will use the same credentials to login to SmartPO.

1. Navigate to the Users tab under Management

2. Click the Add New button on the upper right

3. Type in the user’s email address and tab

• If the user is already a SmartID user, the name and initials will populate automatically
• If not, continue to fill out the first and last names; tabbing will autofill the initials

4. Select which department(s) the user belongs to (Note: the department list needs be populated before selecting departments in this screen)

5. Select the role for the user

• PO Creator can create POs and does not have access to the Management screens
• Approver cannot create POs but has read access to Departments and Approval Flows
• Show Admin can create POs and has full access to Management screens
• Note: The role of the user does not give them the ability to approve POs; they are able to approve POs when they are added to an approval flow

6. Select the PO visibility for the user

• Purchase orders created by this user only allows users to view their own POs
• Purchase orders created in this user’s department(s) allows users to view POs created in the departments they have access to
• All purchase orders give users access to all POs in the show

7. Click the Save button in on the upper right

Approvers are assigned by the department. An Approver can Approve, Revise, or Deny a purchase order.

Approval process

1. As an Approver, you will receive a notification email that incldues a summary of the submitted Purchase Order.
2. Once in SmartPO, navigate to the Approvals dashboard to view the list of POs waiting for your approval. Select the PO you would like to review.
3. From this view, you can then choose to either Approve, Revise, or Deny the PO.

The default setting are located under Management and the Setting menu. From there, you can customize your set up.

Customizable Settings

• Assign PO prefixes and starting numbers
• Create categories
• Assign billing and shipping addresses
• Assign default terms and conditions
• Select a date format. This is your preference and will not necessarily carry over to other applications or users.
• Select autosend PO to vendors
• Select entry and SmartHub options
• Select email notication preferences. You may select to receive a daily batch notication at midnight or other customized options. To do this, click your name drop down in the upper right corner.

For in-progress and approved POs:

1. Click the PO to view the details
2. Select the Export PDF button in the upper right and
3. Select Download PDF
4. Open the PDF and select the print option in the viewer

For POs in draft select the Save and Review button which will give you access to the Export PDF button.

Resending a PO only applies to Approved POs. Click on the PO you want to resend to accounting. Find the “Resend to Accounting” button and click it.

When a studio admin adds you to a show in SmartPO, you will receive a welcome letter email. The email will invite you to register using your EP Account username. Your EP Account username is the email address the admin used to create your profile, and should be where you received the welcome letter.

If you do not receive a welcome letter, contact your studio admin and verify that the email address you are registered with is correct.

1. Navigate to SmartPO.ep.com, input your email, and select Continue.
   
   
2. Click Forgot Password? on the following screen below the Sign In button.
   
   
3. Click Send Request. A password reset link will be sent to the email associated with your EP Account.
4. Click on the link sent to your email and follow the prompts to create a new password.

Note: This link expires after one hour. Repeat the above steps if you cannot reset your password within this time limit.

SmartPO is supported on the latest versions of Chrome, Firefox, and Safari.

• The Export Log has a file size cap.
• SmartPO has a 45 Character Description limit.
• Change orders often create a large export log when attachments are used. Previous attachments may need to be deleted from SmartPO before you can create a change order with new attachments.

Failed to send to accounting
SmartPO will send POs to Vista5 and SmartAccounting. If a single PO is failing to send, check for bad data entries. If many POs are failing to send, reach out to our support team for further assistance.

Error message with numbers
If a single PO is failing to send, check for bad data entries. If many POs are failing to send, reach out to our support team for further assistance.

Once a PO is fully approved and submitted, it cannot be deleted or voided. The PO information is managed in the accounting system and is retained in SmartPO as a record.

To delete a PO that has not yet been approved, pull it from approval flow and delete it in a draft state.

The SmartPO manual can be found next to your user profile drop-down menu at the top right of the screen. The drop-down menu can be accessed by clicking the question mark (?).