Materials Management - Connection and Interface (25m47s)
In this webinar, learn how to:
-
Set up the Accounts Payable interface
-
Set up the Materials Management interface
-
Set up Accounts Payable vendors
-
Review interface mechanics (None, PO only, Invoices only, Both)
Related Articles
How do I set up the interface to Materials Management?
Configure the Project Accounting application to retrieve account information from the Caselle Materials Management. The interface supports Caselle Materials Management, Clarity (version 4). You would set up the interface to Caselle Materials ...
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 ...
How do I make this vendor available in Materials Management?
There are two locations for storing vendors in Connect. The primary location is here, in Accounts Payable. The other location is in Materials Management. You can copy vendor records from Accounts Payable to use in Materials Management; however, ...
How do I turn on the Asset Management interface?
Before Accounts Payable can use Asset Management to populate inventory and part numbers, you will need to turn on the Asset Management Interface. Before you get started Purchase and install Caselle Asset Management in the same directory as the ...
How do I turn on the Asset Management interface?
Link transactions created in Timekeeping to an asset number in Asset Management. You can use the tools in Asset Management to review Timekeeping transactions by asset number. Using the Asset Management interface will make the fields that support ...