Purchase Orders

Matching and Processing

Intro - Purchase Orders
Purchase Order Matching achieves electronically what the supervisor used to manually in breaking down his file of purchase orders and figuring out what the ...
Wed, 23 Aug, 2017 at 2:13 PM
How To - New PO Notifications for Supervisors
ClickHome notifies Supervisors when a new task is created due to PO matching. This is done in two ways. Green House v Brown House for the Job Icon N...
Wed, 23 Aug, 2017 at 11:33 AM
How To - Re-run a PO Load
You may need to re-trigger the PO Load from the Clickhome Interface tables to the job, or re-run the PO's against the job after changing Supplier inf...
Wed, 23 Aug, 2017 at 11:32 AM
Setup - Purchase Order Matching
Editing PO Matching Rules 1. Under Administration -> Construction click on Templates 2. Find the template you want to edit and click on edit 3....
Mon, 2 Oct, 2017 at 3:00 PM
Setup - Setting Exclusions for PO Matching
To exclude Suppliers in Integration: 1. Administration 2. Company 3. Suppliers excluded in Integration 4. Add new item (green arrow), repeat t...
Wed, 23 Aug, 2017 at 11:38 AM
Technical - Purchase Order Detailed Rules and Settings
Initially a number of rules are set to determine the method of processing for the purchase order to task matching function and i...
Wed, 23 Aug, 2017 at 2:05 PM
Technical - PO Matching Engine - How to capture Test Data for Third Level Support
Open the attached script against your database. Change the value from @contract_id_change_it_here!! to whatever Contract Id you want to test on ...
Wed, 23 Aug, 2017 at 11:33 AM