J. Order Summary and Extracts

This document provides a condensed overview of Order Summary, Extracts and the Dashboard. It will demonstrate with short text descriptions supported by screen shots for each step explained.

Order Summary

Using the Menu drop-down, select Order Summary to search for a transaction(s).

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Please Note: Order Summary access is a privilege that is assigned by System Administrators.

 

Enter at least one search criteria and select Search to generate results. The selection of multiple search criteria will filter results.

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Users can select the caret to change the order of the search results based on the column selected.

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Note: The default sort is arranged by Best Match.

 

Select the Transaction ID to view more details.

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Users can select View Order for submitted transactions in the Next Step drop-down to print a PDF version of the order.

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If the user has Order Summary Edit permissions, Unsubmitted transactions can be modified from Order Summary.

Select the System Note History to view System/General Ledger activity for the order.

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Users can generate an Excel file of the search results by selecting Export. Please note this export is limited to the first 2,500 search results.

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The user will receive an email containing the exported data.

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When accessing a transaction in Order Summary, users with the Order Summary Edit privilege will see a Delete option in the Next Step drop-down after a transaction has been submitted to the supplier.

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No notification will be sent to the supplier in the event the transaction is deleted. If your entity is GL/ERP integrated, you must manually update the third party system to account for the deleted transaction.

*If the user has Order Summary Edit permissions, Unsubmitted transactions can be modified from Order Summary.

Extracts

Using the Menu drop-down, select Extracts to generate select reports.

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Please Note: Entity-wide Extract access is a privilege associated with System Administrator permissions. All other users can only run Extracts for their own specific transactions.

 

Select the Type of extract from the drop-down menu, enter a name for the file and provide a date range as needed.

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Select Go to execute the extract criteria.

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The pop-up window confirms the submission. The user will receive an email when the extract is available.

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The user can select Refresh to access the completed extract.

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Select the Extract Name to download the extract.

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