Supplyit Integration Sidesheet

1

Full Screen

Expands the sidesheet to full screen or collapses to a sidesheet.

2

Close

Closes the sidesheet.

3

Date Range Selector

Opens the date range selector where users can choose the start and end date for invoice repolling or retrieval.

4

Location dropdown

Opens the location dropdown where users can select one or multiple locations to include in the repoll or retrieval.

5

Repoll All Selected

Re-retrieves invoices from the vendor for all transactions selected in the table.

Users can select the invoices to repoll by using the checkbox for the transaction row.

When selected, users will be prompted to delete existing invoices or create duplicate invoices.

6

Reprocess All Selected

Reprocesses or refreshes the data in the existing invoice without creating additional transactions for all transactions selected in the table.

Users can select the invoices to repoll by using the checkbox for the transaction row.

7

Get Invoices

Retrieves invoices from Supplyit for the selected date range and locations to display the in table.  

8

Search

Filters the table to display rows that contain data matching the search criteria.

9

Group By

When selected, users have the option to choose to group invoices by any of the following:

• Location

• Invoice Number

• Date

• Vendor

10

Filter

When selected, users have the ability to add filters by their desired column(s).

11

Select All Checkbox

Selects all rows in the table.

12

Repoll

Repolls (re-retrieves) the data from the integration for the transaction in the row and creates a new transaction. When selected, users will be prompted to delete the existing transaction or create a duplicate.

13

Reprocess

Reprocesses or refreshes the data for the transaction in the row without creating a new transaction.

Location

The location associated with the invoice.

Invoice Number

The invoice number.

Date

The date of the invoice.

Invoice Amount

The total amount of the invoice.

Vendor

The R365 vendor associated with the invoice.

Repoll

Repolls (re-retrieves) the data from the integration for the transaction in the row and creates a new transaction. When selected, users will be prompted to delete the existing transaction or create a duplicate.

Reprocess

Reprocesses or refreshes the data for the transaction in the row without creating a new transaction.