Synchronize Contracts

Indicate a contract sync status. This will filter the contracts by the sync status. The available options are:

• All: Returns all contracts regardless of sync status. This is the default.

• Synced: Returns all synced contracts.

• Not Synced: Returns all contracts that are not synced.

Select an organization to display contracts associated with a specific organization.

Filter by contract source type.

ERP Vendor # is used to store the identifier for a Vendor from your ERP application.  Once entered it can be used for search and filtering in CCXpert.  It is required for Marketplace customers. It can also be used as a Vendor Identifier in the CCX Price feed. (Special configuration is required for this. Contact your Customer Success Manager or GHX Support for more information.)

Enter a vendor to display contracts associated with a specific vendor.

Enter a contract number to display matching contracts.

Indicate whether an ERP vendor number has been assigned. This will filter contracts that do or do not have an associated ERP vendor number. The available options are:

• All: Returns all contracts regardless of whether an ERP vendor number has been assigned. This is the default.

• Yes: Returns contracts that have an assigned ERP vendor number.

• No: Returns contracts that do not have an assigned ERP vendor number.

Enter a manufacturer to display contracts associated with a specific manufacturer.

Enter a contract reference ID to display matching contracts.

Enter an ERP manufacturer number to display contracts associated with a specific ERP manufacturer number. ERP Manufacturer # is used to store the identifier for a Manufacturer from your ERP application. It provides visibility to your internal Manufacturer # in CCXpert if you choose to load this data for reference.

ERP Manufacturer Name is used to store the name for a Manufacturer from your ERP application. It serves as a cross reference from what CCXpert calls the Manufacturer and what you call the Manufacturer.

This field works with the all free form search fields to filter contracts using the search criteria you entered in the search fields. The available options are: 

• Exact: Returns contracts that match your criteria exactly. This is the default. 

• Starts With: Returns contracts that start with your search criteria. 

• Contains: Returns contracts that contain your search criteria. 

Indicate whether an ERP manufacturer number has been assigned. This will filter contracts that do or do not have an associated ERP manufacturer number. The available options are:

• All: Returns all contracts regardless of whether an ERP manufacturer number has been assigned. This is the default.

• Yes: Returns contracts that have an assigned ERP manufacturer number.

• No: Returns contracts that do not have an assigned ERP manufacturer number.

Indicate whether an ERP manufacturer name has been assigned. This will filter contracts that do or do not have an associated ERP manufacturer name. The available options are:

• All: Returns all contracts regardless of whether an ERP manufacturer name has been assigned. This is the default.

• Yes: Returns contracts that have an assigned ERP manufacturer name.

• No: Returns contracts that do not have an assigned ERP manufacturer name.

Select to filter contracts based on your entered search criteria.

Select to clear the search fields of all search criteria and reset the search fields to their default states.

Select to save your updated contract sync settings.

Select to export all displayed contracts in XLSX format.

Select to export all displayed contracts in PDF format.

Displays the number of contracts in the table.

Select to open the Contract Synchronization History window. This window displays previous contract sync settings for the corresponding contract.

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

• Action: Displays the updated sync setting.

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

Select to edit the ERP values for the corresponding contract. The Edit ERP Values window opens.

Indicate whether the contract should be synced from CCXpert to your ERP.

• If the checkbox is selected, the contract is synced.

• If the checkbox is not selected, the contract is not synced.

Displays the organization associated with the contract.

Displays the manufacturer associated with the contract.

Displays the vendor associated with the contract.

Displays the contract number.

Select the contract number to open the Contract Details screen.

Displays the ERP vendor number associated with the contract.

Displays the ERP manufacturer name associated with the contract.

Displays the ERP manufacturer number associated with the contract.

Displays the contract reference ID.

Displays the contract description.

Displays the provider associated with the contract.

Displays the manufacturer associated with the contract.

Displays the vendor associated with the contract.

Displays the contract number.

Displays the ERP vendor number associated with the contract. This field can be edited.

Displays the ERP manufacturer number associated with the contract. This field can be edited.

Displays the sync setting. This field can be edited.

Select to save your edits.