Catalog
What are the two types of Catalogs that Nexus uses?
Punchout and Static
Where can you locate the status of the purchase order?
What are the three ways in which the client can have invoices loaded into the system?
Self-Scan, BPO, NexusConnect
Which tab in the Invoice Register corresponds to the In Progress status?
Open
What are the four ways a user can create a purchase order in OTG?
From scratch
From a list
From previous PO
From template
What happens to the items in the cart that are not processed into a purchase order?
They remain in the cart until either processed into a PO or deleted by the user.
Where and when does the PO number display?
Where - next to status
When - Based on system settings
What are the types of images that can be loaded into the system?
PDF, JPG, TIFF, GIF, Word, Excel
What are the two fields of an invoice does the system use to detect duplicates?
Vendor and invoice number
What are separator sheets and who uses them?
Used for the system to determine when one invoice (document) begins and a new one begins.
Used by BPO and by the client when using FTP
Which catalog type can allow for price comparison across multiple catalogs?
Static
Line item splits (allocations) can split a line item between multiple _________ and/or __________.
Properties, GL Accounts
What are the 5 key fields for indexing?
Property, Vendor, Invoice Number, Invoice Date, Invoice Amount
Which status can an invoice be placed in to "remove" it from workflow and pause processing?
On Hold
What are the primary functions of OnTheGo?
Create purchase orders
Approve Invoices, POs, Receipts
What are some of the benefits of using punchout catalogs over static catalogs?
Real-time information
It's like shopping in their website
It's the clients negotiated pricing.
What does the line item upload allow users to do?
Bulk upload line items from a CSV file into the purchase order.
The Invoices tab from the Image Management register corresponds to which dashboard Summary Statistic?
(Hint: Images received from BPO will show here as well.)
Images to Convert to Invoice
What does the yellow triangle/caution sign represent in the line item?
Budget has been exceeded
What are the two types of templates?
System and User
True or False:
Using catalog does not require the use of purchase orders.
False
What is a receipt (in Nexus terms)?
A way of formally marking goods and services as received/completed prior to creating the invoice.
Under which tab can users upload images into the system?
Images to be Indexed
What happens during the invoice process when the system detects a duplicate?
Hard warning above header
Removes buttons to process invoice until duplicate is cleared
What are the two ways that BPO can receive vendor invoices?
Email (electronic) PO Box