PO - Tips and Tricks

Ezy PO/ Digital Paper Flow Batch Within Eclipse

Within Eclipse there is the ability to create a batch in the purchase order entry which shows all of the draft and pending POs within Ezy PO and Digital Paper Flow. This batch can also be useful with deleting draft orders that have a PO number attached to them. In order to setup this batch please contact TPH Support and we can add this for you.

Email to: support@helpdesk.tphglobal.com

This batch will state who the PO is currently sitting with and whether it is in drafts or the approval stage.

Ezy Po/ Digital Paper Flow Integrated With Eclipse

Both Ezy PO and Digital Paper Flow are integrated with Eclipse meaning that once a PO is approved, it will automatically appear within Eclipse after a short time. These POs will then also be visible within the Budget Worksheet and ultimately the Cost Report.

Stop Cost Reports From Updating With New Purchase Order

As purchase orders are constantly flowing through into Eclipse, users can manipulate the settings during their cost reporting periods to turn off purchase orders from updating the cost reports. This feature can be turned off at any time and then turned back on once the reporting period is complete.

Stop PO's From Updating Your Cost Report

Vendors Updated Into Ezy PO/ Digital Paper Flow

Once a vendor is added into Eclipse if the production is also using Ezy PO/Digital Paper Flow the vendor will automatically be updated in the two applications.

Also if the vendor is added into Ezy PO/ Digital Paper Flow and not into Eclipse, the vendor will also be automatically be added into Eclipse. This allows for streamlining the workflow so that vendors do not need to be added more than once.