When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a s...When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a subcontractor, contractor, outside vendor) are accidentally created in the Company Directory when different users add the same company (with different spellings) to two different projects.
Upon completion of a workflow applied to the commitment when the Direct Export feature is enabled for commitments in your company's account, and a workflow is applied to the commitment. After a commit...Upon completion of a workflow applied to the commitment when the Direct Export feature is enabled for commitments in your company's account, and a workflow is applied to the commitment. After a commitment is sent to the ERP Integrations tool for accounting acceptance, and an accounting approver accepts the commitment for export to your integrated ERP system.
If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting app...If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. After the project is created, it must be sent to the ERP Integrations tool.
