Videos

Click here to see a portfolio of all of Intelligent Business Rules videos, or click the individual links in the tables below.

Title

 Description Duration
Searching for Orders Discover how to search for orders, including parked POs, recent POs, and older POs. 4:41
Locating Parked POs Learn how to locate and take ownership of a parked PO using the Parked PO Quick Click in My Exchange. 1:49
Managing Parked POs with Stop Actions Learn how to manage your parked POs in My Exchange by stopping individual PO lines or entire POs at a time. 2:59
Managing Parked POs with Mappings Learn to view the details of your item mappings and create new inline mappings to prevent future orders from parking. 2:43
Managing Mappings Learn to use Manage Mappings to automatically resolve unmatched PO line items in your orders. 2:19
Searching the Catalog Learn how to search for items in your catalog using a variety of criteria. 1:28

Click here to see a portfolio of My Exchange videos or click the individual links in the table below.

Title Description Duration
Flagging Best Practices See best practices for working with Order flagging from the perspective of users and managers. 3:36
Flagging POs and Exceptions Flag POs and exceptions to announce your ownership and resolution of the issues, filter out green flags (resolved), and restore flags in the Exception Management reports. 7:32
Reading Reports

Watch this video to see how My Exchange's reports enable suppliers to track their order fulfillment and buyers to evaluate their purchasing, item selection, and contract use.

 3.21
Creating and Editing Work Lists Both buyers and suppliers can create and use work lists to find specific transaction information. 5:46
Using Orders Quick Clicks Contains a quick overview of how to use the Quick Click functionality. 2:42
Filtering with Quick Clicks Columns Filter items using the Orders view columns. 1:53
Using Social Collaboration Commenting functionality is opening communication among trading partners. 3:31
Setting User Preferences Watch how you can adjust your preferences in My Exchange to set a new landing page and filter out certain POs from Quick Clicks and Work Lists. 4:32
Viewing Raw Data My Exchange includes new order visibility enhancements, like access to transaction data in raw and tree formatting. 6:11
Sending Emails Many transaction details can be directly emailed from My Exchange. 6:47
Looking at G-Fax POs and analytics My Exchange allows you to inspect G-Fax purchase orders and analytics. 7:23
Searching Document Reference Numbers Use document reference numbers to search transaction IDs (PO number, invoice number, ASN number, etc.) across time periods and outside order cycle documentation. 3:00
Excluding and Restoring Exceptions Watch how you can exclude exceptions from your Pending Exceptions and restore excluded exceptions. 1:42
Checking the Recurring Exceptions Report See how often exceptions are happening. 1:56
Searching for Orders Discover how to search for orders, including parked POs, recent POs, and older POs. 4:41
Creating, Copying, Editing, and Deleting Analytics Saved Views Eliminate re-entering your analytics criteria and save them as saved views. 4:11
Managing the Address Book Search, add, edit, and delete contact information in My Exchange's Address Book. Populate Address Book contact information when you email from My Exchange and save email addresses on-the-fly. 9:21

See Webinars for a link to recorded training presentation.