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How do I turn on the Materials Management interface?

Before Accounts Payable can post transactions to Caselle Materials Management, you will need to turn on the Materials Management Interface.


Before you get started

  • Purchase and install Caselle Materials Management in the same directory as the Accounts Payable CSLDATA directory.


Turning on the Materials Management interface

1. Open Connect Accounts Payable > Organization > Organization.

2. Click to select the Interfaces tab.

3. Click to select the Materials Management subtab.

4. Use the Interface menu to select the Materials Management application.

5. Set up the Update Received Quantity From.

Accounts Payable records the received quantity in two separate routines: when you enter an invoice and when you receive a purchase order. Choose which routine you will use to update quantity on inventory stored in Materials Management.


What do you want to do?

  • Update the received quantity recorded in Enter Invoices in Accounts Payable. Use the Update Received Quantity From to select Invoices.

  • Update the received quantity recorded in Receive Purchase Orders in Accounts Payable. Use the Update Received Quantity From to select PO.

  • Update the received quantity recorded in Enter Invoices and Receive Purchase Orders in Accounts Payable. Use the Update Received Quantity From to select Both

  • Do not update the received quantity. Use the Update Received Quantity From to select None.


6. Click Save (CTRL+S).

Accounts Payable can update transactions to the Materials Management.

 

 

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