Purchase Orders

Matching and Processing

Purchase Orders Introduction
ClickHome has facilities to integrate certain information from the company’s accounting and estimating systems and one of these interchanges that has a vita...
Sat, 14 Jun, 2014 at 2:26 AM
Purchase Order Integration
1.  The Integration Interchange Process From the ClickHome point of view, interacting with the client’s other systems is purely dependant on what t...
Wed, 25 Jun, 2014 at 1:29 PM
Purchase Order Task Matching
Initially a number of rules are set to determine the method of processing for the purchas...
Thu, 7 Jul, 2016 at 3:07 PM
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 ...
Fri, 11 Nov, 2016 at 12:34 PM
Purchase Order Matching Setup
Editing PO Matching Rules 1. Under Administration -> Construction click on Templates 2. Find the template you want to edit and click on edit 3....
Wed, 9 Aug, 2017 at 4:12 PM
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...
Mon, 29 Aug, 2016 at 10:16 AM
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 ...
Mon, 5 Sep, 2016 at 11:37 AM
Add cost centers to PO Load Exclusion list
Following are the steps highlighted in sequence to add cost centers to the PO exclusion list (shown below). 1. Administration 2. Company 3. C...
Tue, 25 Oct, 2016 at 11:23 AM
Add Suppliers to be Excluded in Integration
Following are the steps highlighted in sequence to add suppliers excluded in Integration (shown below). 1. Administration 2. Company 3. Suppl...
Tue, 25 Oct, 2016 at 11:23 AM