How To Integrate With Prudential Overall Supply

This guide can be used to configure an electronic integration with Crunchtime and this vendor. This information is based on the last known setup and requirements from the vendor.

Submit a new request to: Johanna Perez Kalert <JohannaP@POS-CLEAN.COM>

Integration Points

• Purchase By Invoice (PBI)

Vendor Setup - Header

• Vendor Code – decided on by the customer; let the Vendor contact know the code to use
• PBI - enabled
• Allocate* - enabled 

*Enabling Allocate on the Vendor record will allow you to import invoices after the Post Period has been posted. 

Initial Request

• Provide a Location list with the Location Code and Address. The Location Code is used in the file rather than a vendor account number.
• Communicate with the vendor on whether to map to Category/Subcategory/Microcategory or General Ledger. If using the General Ledger, you must not have more than one Category/Subcategory/Microcategory combination linked to the same General Ledger. 
• Charge and Credit Codes should also be considered in the Category/Subcategory/Microcategory (or GL) mapping.

Other Considerations

• Invoice timing is most often weekly and can be discussed during project requirement gathering
• When setting up the integration, make sure to request separate invoice files rather than a single file. This will help with allowing invoices to process without being held up if one invoice fails in the bunch
• PBI's can be auto-reconciled upon import or set to be reviewed. If a review step should be set, enable the "Purchase by Invoice Reconcile Is Necessary" setting on the Locations - PBI Vendors setup screen.