Settings Tab

An item from an order becomes a My Item when the purchase order is processed through the Exchange, and the item price validates it as a contract in CCXpert. It is similar to a “favorite.” CCXpert will check the traffic from this point forward (not historical traffic). You can create My Items manually or automatically.

• Manually: Select the red N on the Contract Details tab to create the My Item; the application changes the red N to a green Y.

  Note: You can manually choose an item to be a “My Item” regardless of Exchange traffic.

• Automatically: Select the Use Price Validated Items on POs to Create My Items checkbox to create My Items from orders automatically.

Similar to the Use Price Validated Items on POs to Create My Items option, this option checks traffic through the Exchange and looks for potential items that could qualify as My Items, but it polls historical purchase history every week. For example, if a new item came onto a contract today and you ordered that item six months ago, CCXpert would switch that item to a My Item. (If you only selected Use Price Validated Items on POs to Create My Items in this case, CCXpert would not switch the item to My Item until you ordered it again in the future). You can select both options to create My Items in real-time orders and check new contracts for retrospectively ordered items.

By default, CCXpert populates the buyer part numbers according to Exchange traffic. When an item matches during price validation, CCXpert enters the provider’s buyer part number. Select this checkbox to prevent CCXpert from automatically populating this number.

The vendor part number is the first data source checked to match against a contract, along with the vendor and unit of measure information. Select this checkbox to search for manufacturer part number matches when no vendor part number match is found.

Please speak to your GHX account team about enabling this tool, which allows users to compare contract pricing to certain vendors’ price file data.

Select History to view all historical information about this setting. The Price Align Enable History window opens.

• # Item(s): Displays the number of historical records in the window.

• Date: Displays the date and time the setting was last updated.

• Action: Displays the action taken on the setting.

• User Name: Displays the user who took the action

Select this checkbox to automatically add Supplemental Units of Measure from the SUOM Recommendation Report.

Select History to view all historical information about this setting. The Last User Updated SUOM Recommendation Setting window opens.

• # Item(s): Displays the number of historical records in the window.

• Date: Displays the date and time the setting was last updated.

• Action: Displays the action taken on the setting.

• User Name: Displays the user who took the action.

Select this checkbox to require Contract Owner assignment for local contracts. Contract Owner will be a mandatory field for new local uploads and whenever an existing local contract’s header information is edited.

Select History to view all historical information about this setting. The Mandatory Contract Owner History window opens.

• # Item(s): Displays the number of historical records in the window.

• Date: Displays the date and time the setting was last updated.

• Action: Displays the action taken on the setting.

• User Name: Displays the user who took the action.

Select to require users to enter an ERP Vendor # when synchronizing contracts on the Contract Synchronization screen and Bulk Assign ERP # tab.

Select History to view all historical information about this setting. The ERP Vendor # Required Settings Change History window opens.

• # Item(s): Displays the number of historical records in the window.

• Date: Displays the date and time the setting was last updated.

• Action: Displays the action taken on the setting.

• User Name: Displays the user who took the action.