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SmartPO

SmartPO

Get to work with electronic Purchase Orders with EP's SmartPO.

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About this course

Welcome to your EP Academy course, SmartPO. This introductory course trains on how to use SmartPO from working with POs to uploading POs into your production’s accounting software platform. Work at your own pace while having access to downloadable reference materials for later use. 

 

Who is this course for? The course is curated by SmartPO product specialists and industry veterans to get production workers familiar with digital purchase orders. 

Access to SmartPO: Note that you do not require access to a SmartPO project to take this course and access to SmartPO is not included as part of your course materials. 

Duration: 3.0 Hours

Covered topics include:  

  • Overview of SmartPO
  • How PO Creators (crew and staff) use SmartPO
  • How Approvers (finance, producing, studio teams) use SmartPO
  • Working with SmartPO in EP’s SmartAccounting

SmartPO3 hr 10 min

  • Welcome to SmartPO
  • Learning Goals and Navigating the Course 0 hr 3 min
  • SmartID Login and System Management
  • SmartID Login and SmartPO Tour 0 hr 3 min
  • Managing Departments 0 hr 2 min
  • Managing Users 0 hr 4 min
  • Creating Approval Workflows 0 hr 5 min
  • System Settings
  • SmartPO Knowledge Check: SmartID and System Management 0 hr 20 min
  • Purchase Order Dashboard
  • Filters 0 hr 3 min
  • PO Statuses 0 hr 1 min
  • Export PO Log 0 hr 2 min
  • SmartPO Knowledge Check: Purchase Order Dashboard 0 hr 20 min
  • Creating Purchase Orders
  • Creating a PO 0 hr 4 min
  • Temporary Vendor
  • Notes and Attachments 0 hr 2 min
  • Save Options 0 hr 2 min
  • SmartPO Knowlegde Check: Creating Purchase Orders 0 hr 20 min
  • Approving Purchase Orders
  • Approving a PO 0 hr 2 min
  • Revising a PO 0 hr 2 min
  • Voiding a PO 0 hr 2 min
  • SmartPO Knowledge Check: Approving POs 0 hr 10 min
  • Purchase Orders in SmartAccounting
  • POs in SmartAccounting 0 hr 2 min
  • SmartPO Knowledge Check: Purchase Orders in SmartAccounting 0 hr 10 min
  • Additional Features
  • Account Settings and Help
  • SmartPO Import Process 0 hr 3 min
  • SmartPay Process 0 hr 7 min
  • Martini Shot
  • Martini Shot: Course Review 0 hr 1 min
  • That's a Wrap
  • SmartPO Certification Final Exam 1 hr 0 min
  • Congratulations 0 hr 1 min

About this course

Welcome to your EP Academy course, SmartPO. This introductory course trains on how to use SmartPO from working with POs to uploading POs into your production’s accounting software platform. Work at your own pace while having access to downloadable reference materials for later use. 

 

Who is this course for? The course is curated by SmartPO product specialists and industry veterans to get production workers familiar with digital purchase orders. 

Access to SmartPO: Note that you do not require access to a SmartPO project to take this course and access to SmartPO is not included as part of your course materials. 

Duration: 3.0 Hours

Covered topics include:  

  • Overview of SmartPO
  • How PO Creators (crew and staff) use SmartPO
  • How Approvers (finance, producing, studio teams) use SmartPO
  • Working with SmartPO in EP’s SmartAccounting

SmartPO3 hr 10 min

  • Welcome to SmartPO
  • Learning Goals and Navigating the Course 0 hr 3 min
  • SmartID Login and System Management
  • SmartID Login and SmartPO Tour 0 hr 3 min
  • Managing Departments 0 hr 2 min
  • Managing Users 0 hr 4 min
  • Creating Approval Workflows 0 hr 5 min
  • System Settings
  • SmartPO Knowledge Check: SmartID and System Management 0 hr 20 min
  • Purchase Order Dashboard
  • Filters 0 hr 3 min
  • PO Statuses 0 hr 1 min
  • Export PO Log 0 hr 2 min
  • SmartPO Knowledge Check: Purchase Order Dashboard 0 hr 20 min
  • Creating Purchase Orders
  • Creating a PO 0 hr 4 min
  • Temporary Vendor
  • Notes and Attachments 0 hr 2 min
  • Save Options 0 hr 2 min
  • SmartPO Knowlegde Check: Creating Purchase Orders 0 hr 20 min
  • Approving Purchase Orders
  • Approving a PO 0 hr 2 min
  • Revising a PO 0 hr 2 min
  • Voiding a PO 0 hr 2 min
  • SmartPO Knowledge Check: Approving POs 0 hr 10 min
  • Purchase Orders in SmartAccounting
  • POs in SmartAccounting 0 hr 2 min
  • SmartPO Knowledge Check: Purchase Orders in SmartAccounting 0 hr 10 min
  • Additional Features
  • Account Settings and Help
  • SmartPO Import Process 0 hr 3 min
  • SmartPay Process 0 hr 7 min
  • Martini Shot
  • Martini Shot: Course Review 0 hr 1 min
  • That's a Wrap
  • SmartPO Certification Final Exam 1 hr 0 min
  • Congratulations 0 hr 1 min